ERP and business systems integration
NetSuite, Dynamics, Sage, and QuickBooks Enterprise integrations and migrations.
The ERP that's outgrown QuickBooks, or fighting the one you have
Two very different problems land here. The first: a company has outgrown QuickBooks and needs a real ERP, but the migration feels too disruptive to start. The second: a company already has NetSuite, Dynamics, or Sage, and it's fighting the business instead of running it, usually because it was implemented for a different set of workflows than the ones actually in use today.
Both problems get worse the longer they're ignored. Outgrowing QuickBooks means more manual workarounds every month. Fighting an existing ERP means more customization built on top of a foundation that was never quite right.
We approach ERP work the way we approach any migration: understand what the business actually needs the system to do, then fit the platform to that, not the other way around.
What's included
- ERP selection and scopingFor companies choosing between NetSuite, Dynamics, Sage, and similar platforms, a comparison grounded in your actual workflows.
- Implementation and configurationERP setup configured around how your business actually operates, not the vendor's default assumptions.
- Data migrationMoving financial and operational data from QuickBooks or a legacy system, with reconciliation that proves nothing was lost.
- Integration with existing systemsConnecting the ERP to CRM, e-commerce, or industry-specific tools it needs to talk to.
- Custom workflow and reportingConfiguration and light customization for the workflows the platform doesn't handle out of the box.
- Training and adoption supportGetting the team actually using the system correctly, not just technically live on it.
How the engagement runs
- 01AssessmentWhat the business actually needs from an ERP, and whether the current platform, or QuickBooks, can still serve that need.
- 02Implementation or remediation planA phased plan for new implementation, or a prioritized fix list for an existing ERP that isn't working.
- 03Build and migrateConfiguration, integration, and data migration, with reconciliation at each stage.
- 04Go-live and supportTraining, go-live support, and a stabilization period before we step back.
Technologies and platforms
- NetSuite
- Microsoft Dynamics 365
- Sage Intacct
- QuickBooks Enterprise
Proof
The same reconciliation discipline we apply to legacy data migrations applies here: an ERP migration that moves the data but silently drops the edge cases is worse than not migrating.
Common questions
How do we know if we've outgrown QuickBooks?
Common signs: manual workarounds multiplying every month, multiple people maintaining separate spreadsheets to compensate, and month-end close taking longer every quarter.
Which ERP do you recommend?
Depends on your industry, transaction volume, and existing systems. We compare options against your actual workflows rather than defaulting to one platform.
Our current ERP is fighting us. Can you fix it without a full re-implementation?
Often yes. Many ERP problems trace back to configuration built for workflows that no longer match how the business operates, which is fixable without starting over.
Do you handle the data migration from QuickBooks?
Yes, with the same reconciliation discipline we apply to any migration: proving nothing was lost, not just that data moved.
Related services
Tell us whether you're outgrowing QuickBooks or fighting your ERP.
Those are different problems with different fixes, and the first call is usually enough to tell which one you have.