Success Stories
Real migrations. Real deadlines.
Real numbers that survived the cutover.
Every engagement below is a finance team that had to keep closing the books while their accounting system changed underneath them. These are the projects, the constraints, and what actually happened.
15,000+ migrations completed · 88+ source systems · Trusted by Intuit
Case Studies
Pick the story closest to your situation.
Dairy Farmers of Canada — Sage 300 to QuickBooks Online Advanced
A national organization retiring an on-premise Sage 300 environment for cloud access across a distributed finance team.
- Complete data integrity across every module
- Cloud access for a distributed team
- On-premise server and licensing overhead eliminated
Summit Memorials — Sage 50 → QBO Advanced (opening position / industry system)
An Edmonton memorial maker’s new order system could not go live until its books left Sage 50.
- Opening position as of February 6, 2026
- Only customers with open invoices moved
- Delivered 11 days after the Sage file arrived
Metro Denver Homeless Initiative — Sage Intacct → QBO Advanced (grants / Class)
A Denver nonprofit tagged every Intacct line with both a grant and a functional-expense department. QuickBooks Online Advanced allows one line-level dimension.
- Grant and department carried by one class
- 2,808 source files linked in QBO
- Final load 3 days ahead of plan
The Classical Academy of Sarasota — Intacct → QBO Advanced (partner-held instance)
An independent school’s Sage Intacct instance belonged to its outgoing accounting firm, with no admin rights and 60 days to get out.
- 40 days from signed contract to final load
- 18 months live in QuickBooks Online Advanced
- 10.5 years archived and reconciled
Treatment Advocacy Center — Intacct → QBO Advanced (audit-year migrate vs rebuild)
A national nonprofit weighed rebuilding from its audited trial balance against migrating the year its auditors would test.
- The full FY26 year at transaction level
- Final load four days early
- Signed off one day after delivery
BLP, Inc. — Intacct → QBO Advanced (Contracts book / 2 entities)
Two Sage Intacct entities, contract revenue that only appeared under a reporting book, and a subscription ending six weeks out.
- Two entities, two QBO Advanced companies
- Contract revenue extracted under the right reporting book
- Live 3 days before the deadline
Becoming Independent — Dynamics GP → QBO Advanced (account string)
A California nonprofit’s Dynamics GP account number carried the main account, project and service unit in one string.
- Account string split into accounts and classes
- Customer list cut from about 565 to 72
- Final load 3 days early
Paint One — QBE → QBO Advanced (merge + jobs→Projects)
A drywall and painting subcontractor merged legally in 2022 but kept two QuickBooks Enterprise files.
- Two desktop files merged into one QBO Advanced company
- Jobs rebuilt as projects; job profitability working
- Final load ahead of the go-live commitment
The Pattern
What every one of these had in common.
The deadline was fixed
A renewal date, a year end, a lockout, or a server going away. None of these clients had the option to let the project slip a quarter.
The source data was imperfect
Corruption, disabled access, multi-entity structures that never reconciled cleanly. Discovery found it before cutover, not after.
Operations never paused
Invoices went out, payroll ran, and the books closed on schedule while the migration ran in parallel.
By the numbers
Why finance teams hand us the cutover.
15,000+
Migrations completed across the SaaS Direct team.
88+
Source systems we have moved data out of.
20 days
Standard timeline for a scoped migration.
Big 4
Trained delivery team, verified by Intuit.
Your migration is the next one on this page.
Bring us the source system, the deadline, and the constraint you think is going to break the project. We will tell you on the call whether it will.
20-day standard timeline · 15,000+ migrations completed · We never take your client
