Free ERP data migration and reporting rescue resources

Digital Adaption provides free ERP data migration, data-readiness, master-data ownership, finance sign-off and reporting reconciliation resources for UK SMEs.

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.

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

CRM Excel Template: Free CRM Spreadsheet - Free CRM Excel template for UK small businesses. Contacts, pipeline with stage dropdowns and overdue flags, and a dashbo

Quotation Template UK: Free Quote Templates + Costing - Free UK quotation template pack: Word and Excel quote templates, general and building variants with scope, exclusions an

Free Timesheet Template (Excel + Word) UK - Free UK timesheet template pack. Weekly, fortnightly and monthly Excel timesheets with automatic total hours and overtim

Free Staff Rota Template Excel (UK) - Free staff rota template in Excel. Weekly grid with shift times, automatic hours and cost per person, clash highlighting

Free Risk Assessment Template (UK) - Free UK risk assessment template pack: HSE 5 steps master template in Word and Excel, a completed worked example and a 5

Fire Risk Assessment Template (Free, UK) - Free UK fire risk assessment template: PAS 79 structured Word template, landlord/HMO variant and Excel checklist. Covers

Hiring First Employee Checklist (UK) - Free first employee checklist for UK employers: HMRC registration, insurance, written statement, pension and RTI in orde

Profit and Loss Template (UK P&L Excel) - Free profit and loss template for UK small businesses. Monthly P&L in Excel with 12 months plus year to date, margin row

Sole Trader Bookkeeping Spreadsheet UK - Free sole trader bookkeeping spreadsheet for UK self assessment. Income and expenses tabs with SA103 category dropdowns

MTD Spreadsheet Template (Excel, Free) - Free MTD spreadsheet template for Making Tax Digital for Income Tax. Bookkeeping in MTD quarters with quarterly summarie

MTD for Income Tax Checklist: Am I In Scope? - MTD for Income Tax readiness guide: who is in scope (£50k joined April 2026, £30k April 2027), quarterly deadlines, soft

Inventory Management Excel Template - Free inventory template for Excel and Google Sheets. Items, a movements log, live stock on hand with reorder alerts and

Free COSHH Risk Assessment Template UK - Free COSHH risk assessment template plus stress, pregnancy and lone worker risk assessment templates in one Word pack. U

KPI Dashboard Excel Template (Free UK) - Free KPI dashboard template for Excel. Track 8 small business KPIs monthly, compare this month vs last month and last ye

Spreadsheet Migration Planner (Free Pack) - Free spreadsheet migration planner: a 12-question readiness scorecard, data mapping workbook and cutover checklist for m

Data Cleaning in Excel: Customer List Clean-Up Toolkit - Free Excel data cleaning toolkit. Paste in a messy customer list, get standardised names, UK phones and postcodes, dupli

Digital Maturity Assessment for UK SMEs (Free Excel) - Free digital maturity assessment for UK SMEs. Score 25 questions across finance, sales, ops, data and security and see y