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— automate financial data migration

Move a decade of financial data without breaking operations.

I migrate accounting and financial data from legacy systems into modern stacks — AI-assisted, zero-disruption, audit-trail preserved.

Book a discovery call →See the case study

— Proof

$1.25M AUD migrated with zero downtime

— Client

Palmer's Financial Advice · Australia — Remote · Aug 2024 – Mar 2025

AI AutomationData Migration

200+

Client accounts migratedacross $1.25M AUD quarterly revenue

70%

Manual data entry reducedvia GPT-4 extraction + validation

Read the full Palmer's Financial Advice case study →

— How I'd approach yours

The framework.

  1. 01

    Source audit

    Every system, every field, every dependency mapped. Nothing moves until the surface area is understood.

  2. 02

    Schema normalization

    AI-assisted field mapping with human review on every edge case.

  3. 03

    Parallel migration

    New stack runs alongside old until reconciliation passes. Source system stays authoritative.

  4. 04

    Reconciliation checkpoints

    Row-by-row diff reports sent to stakeholders weekly. No black-box migrations.

  5. 05

    Cutover + retention

    Switch live only after sign-off, archive legacy with retention policy, hand over documentation.

— Scope & timeline

Migration engagements typically run 8–12 weeks depending on data volume and system complexity. Quoted fixed-price after the source audit.

— Questions

What people ask first.

Is my data safe during migration?
Parallel run until reconciliation passes. Source system stays live the entire time. Nothing is deleted until you sign off on the cutover.
Which accounting systems have you migrated?
Xero, QuickBooks, MYOB, custom SQL-based ledgers. Target stack is usually Xero plus n8n automations — but I migrate into whatever fits your team.
What about compliance and audit trail?
Every migrated row carries its source reference. Audit trail is preserved by design, not reconstructed after the fact.
How long does this really take?
$1.25M across multiple years at Palmer's took the full 12 weeks. Smaller migrations (single year, one system) run 4–6 weeks.
Do you work with the accounting team or replace them?
Always with. Your accountants know your books — I know the migration mechanics. Both are needed.

— Let's talk

Got a system that needs building?

15-minute discovery call. No pitch, no pressure. I'll tell you honestly whether I can help.

Book a call →