Free resource
Finance Data Migration Sign-Off Pack
Use this pack before finance signs off an ERP, CRM or finance-system migration. It focuses on the evidence finance needs before cutover: balances, open items, tax codes, dimensions, payment terms, stock value and management reporting continuity.
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Quick answer
The Finance Data Migration Sign-Off Pack helps SME finance teams define the reconciliation evidence needed before cutover, including trial balance, open AR/AP, tax codes, bank, stock value, dimensions and management reports.
Finance sign-off checks
| Area | Evidence to check | Sign-off owner | Risk if missed |
|---|---|---|---|
| Trial balance | Old and new system balances reconcile at agreed cut-off | Finance director | Opening position is not trusted |
| Open AR | Customer balances, invoice status, credits and allocations reconcile | Credit control or finance | Cash collection and customer statements are wrong |
| Open AP | Supplier balances, payment terms, credits and blocked invoices reconcile | Accounts payable or finance | Supplier payments and aged creditors are wrong |
| Tax and VAT codes | Tax codes mapped, inactive codes removed, sample invoices checked | Finance | Incorrect tax treatment after go-live |
| Bank and cash | Bank accounts, payment methods and direct-debit references checked | Finance | Payments and receipts fail |
| Stock value | Stock valuation agrees between operations and finance | Finance and operations | Margin and month-end are not trusted |
| Dimensions | Cost centres, departments, projects and nominal mappings checked | Finance | Management accounts lose detail |
Go/no-go questions for finance
- Can finance explain every reconciling difference between old and new systems?
- Are all open transactions included, excluded or consciously archived?
- Have mandatory finance fields been tested in the target system?
- Do the board pack and month-end reports still have a path to trusted numbers?
- Is there an owner for every finance exception that remains open at cutover?
How to use it with the migration team
Run the pack after every meaningful test load, not only during cutover weekend. The value is in seeing finance exceptions early enough for data owners and the implementation partner to fix them.
Evidence note
These resources are based on practical ERP migration, data-readiness and reporting-reconciliation controls: named owners, source inventories, issue registers, source-to-target maps, validation evidence and sign-off before leadership relies on the numbers.
Related resources
Digital Adaption helps UK SMEs produce migration readiness packs, data-quality issue registers, owner matrices and reconciliation evidence. Book a data risk call.