Move accounting data into a new system with a structured migration and reconciliation process. CorporateWalla can support data mapping, chart-of-accounts conversion, customer and vendor master migration, opening balances, selected historical transactions and post-migration reconciliation.
Accounting data migration is the process of transferring financial records and related master data from one accounting system or data structure to another. A reliable migration normally includes data mapping, field validation, opening-balance checks, transaction testing and reconciliation between source and destination records.
The exact migration method depends on the systems involved, export/import capabilities, data volume and the historical information that needs to be retained.
Depending on the source and destination systems:
Move agreed opening balances while retaining historical source-system records separately.
Transfer selected historical transactions where both systems support the required fields and transaction structure.
Move customers, vendors, items and other master records while setting up the destination accounting structure.
Keep older records in the legacy system while migrating current-period masters and opening balances to the new system.
The appropriate approach depends on reporting requirements, system capabilities, data quality and the need for historical access.
Migration should not be treated as complete merely because records successfully import.
Depending on scope, validation may include:
Migration work involves financial records and may involve customer, vendor, employee or other sensitive information. Access should be limited to what is required for the engagement, with appropriate credentials, exports and transfer methods.
We do not describe a migration as “lossless” or “error-free”. Reconciliation and exception review are important controls, but no migration process guarantees that every historical data issue will be identified.
Data retention, backups, access permissions and security responsibilities should be clearly agreed between the parties and relevant software providers.
Please do not share passwords through public enquiry forms.
Migration is scope-based. Pricing depends on source and destination systems, number of entities, data volume, historical-period requirements, master-data complexity, cleansing needs, testing and reconciliation requirements.
Accounting migration projects are customised to your systems, data volume and historical requirements. Contact CorporateWalla for a scope-based proposal.
Pick the speed and depth that matches your need. Same quality, same CA team — only the timeline changes.
Timeline: Quoted on systems and master-data volume
Timeline: Quoted on data volume and historical periods
Timeline: Quoted on entities, cleansing and testing needs
Every price above is a professional fee, excluding GST and government charges. 50% on delivery.
Accounting migration projects are customised to your systems, data volume and historical requirements. Pricing depends on source and destination systems, number of entities, data volume, historical-period requirements, master-data complexity, cleansing needs, testing and reconciliation requirements.
Identify the source system, data structure, export options and historical-period requirements.
Understand the target chart of accounts, fields, tax configuration and import capabilities.
Decide what will be migrated, archived or recreated.
Map source fields to destination fields and document transformations.
Identify duplicates, invalid fields, incomplete records and inconsistent naming where in scope.
Migrate a representative sample before the main conversion.
Compare record counts, balances and selected transaction totals between systems.
Execute the agreed migration and provide mapping/reconciliation documentation.
Tell us your requirement, a CA will call you in 30 minutes.
Source fields mapped to destination fields, with transformations documented in supporting mapping schedules.
A representative sample is migrated before the main conversion.
Balances, record counts, debit/credit totals and selected transactions are compared between source and destination.
Opening-balance, historical, master-data or hybrid migration, chosen on reporting needs, system capabilities and data quality.
From ₹9,999 • One-time
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From ₹7,999 • 5–10 days
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From ₹6,999 • Monthly
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From ₹4,999 • One-time
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From ₹4,999 • Monthly
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Custom quote • Scope-based
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From ₹14,999 • Scope-based
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Custom quote • Per engagement
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