Finance Data Migration Sign-Off Pack explains practical Digital Adaption support for UK SMEs, with a focus on data quality, ERP migration readiness, reporting trust, automation or delivery where it fits the page.
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.
Free resource
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.
Enter your details to unlock the editable finance sign-off pack. I will get the request notification so I can follow up with reconciliation guidance. After submit, the Excel workbook will download or open immediately.
No newsletter spam. The form sends me your name, email and the exact resource requested so I can follow up properly.
Your request has also been sent to me with the resource name, so I can follow up with the right migration or reporting notes.
Download Excel workbook| 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 |
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.
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.