Free ERP data migration and reporting rescue resources

Free resources

Use these working templates when ERP, Excel, finance and Power BI are telling different stories. Each resource is built for SME finance, operations, IT and leadership teams preparing for migration, cutover or post go-live reporting cleanup.

Downloadable resources

ERP data migration checklist for SMEs Printable ERP data migration checklist for UK SMEs covering scope, ownership, cleansing, mapping, validation, reconciliation and cutover sign-off. Source-to-target mapping template Printable source-to-target mapping template for ERP, CRM, finance-system and reporting migrations. Capture fields, rules, validation and owners. Power BI reporting trust checklist Printable Power BI reporting trust checklist for SMEs. Check definitions, owners, source data, refresh failures and reconciliation before rebuilding dashboards. Data quality audit checklist for SMEs Printable data quality audit checklist for SMEs preparing for ERP migration, CRM cleanup, Power BI reporting or automation work. ERP Data Migration Project Planner Free ERP data migration project planner for UK manufacturing SMEs. Plan source systems, ownership, mapping, reconciliation and cutover risk before ERP loading starts. Master Data Ownership Matrix Free master data ownership matrix for SMEs preparing ERP migration, reporting cleanup or data governance. Assign owners for customers, suppliers, items, stock, finance and reporting definitions. Post Go-Live Reporting Reconciliation Checklist Free checklist for SMEs whose ERP is live but Power BI, finance, stock and operations reports no longer reconcile after go-live. Finance Data Migration Sign-Off Pack Free finance data migration sign-off pack for SMEs preparing ERP, CRM or finance-system cutover. Check balances, open items, tax codes, dimensions and reconciliation evidence. Not sure where to start?
Start with the ERP Data Migration Project Planner, then use the owner matrix and reconciliation checklist to turn the plan into action. Start with a 30-minute data risk call

UK Invoice Template - a free, VAT-ready invoice template for UK small businesses.

Cash Flow Forecast Template - Free 13-week cash flow forecast template for UK businesses. Excel download with weekly opening and closing balances, HMR

Unpaid Invoice Tracker - Free unpaid invoice tracker (Excel) with automatic days overdue and escalation stages, plus a UK debt recovery roadmap:

HMRC Time to Pay: Plain English Guide + Free Pack - HMRC Time to Pay explained in plain English: who qualifies, the £30,000 online limit for Self Assessment, what HMRC asks