Success Stories
Real migrations. Real deadlines.
Real numbers that survived the cutover.
Every engagement below is a finance team that had to keep closing the books while their accounting system changed underneath them. These are the projects, the constraints, and what actually happened.
15,000+ migrations · 90+ source systems · Trusted by Intuit
Case Studies
Pick the story closest to your situation.
Pivot Advantage — NetSuite to QuickBooks Enterprise
An accounting firm inherited a construction client whose NetSuite account had been disabled. The data was still there. Access was not.
- Data recovered from a locked-out NetSuite tenant
- Rebuilt in QuickBooks Enterprise in weeks, not quarters
- Zero data loss, zero operational downtime
Barrett Firearms — Dynamics GP to QuickBooks Online
A multi-entity manufacturer moving off Microsoft Dynamics GP without pausing production accounting or breaking entity-level reporting.
- Multi-entity GP structure mapped into QuickBooks Online
- Delivered on the original date, not a revised one
- No disruption to daily operations
Brighton Marine — Sage 50 to QuickBooks
The hard version of a Sage 50 migration: the source company file was already failing. Recovery came before conversion.
- Corrupted Sage 50 data recovered, then migrated
- Delivered alongside Palmer Financial as co-delivery partner
- Daily operations never stopped
Dairy Farmers of Canada — Sage 300 to QuickBooks Online Advanced
A national organization retiring an on-premise Sage 300 environment for cloud access across a distributed finance team.
- Complete data integrity across every module
- Cloud access for a distributed team
- On-premise server and licensing overhead eliminated
The Pattern
What every one of these had in common.
The deadline was fixed
A renewal date, a year end, a lockout, or a server going away. None of these clients had the option to let the project slip a quarter.
The source data was imperfect
Corruption, disabled access, multi-entity structures that never reconciled cleanly. Discovery found it before cutover, not after.
Operations never paused
Invoices went out, payroll ran, and the books closed on schedule while the migration ran in parallel.
By the numbers
Why finance teams hand us the cutover.
15,000+
Migrations completed across the SaaS Direct team.
90+
Source systems we have moved data out of.
30 days
Standard timeline for a scoped migration.
Big 4
Trained delivery team, verified by Intuit.
Your migration is the next one on this page.
Bring us the source system, the deadline, and the constraint you think is going to break the project. We will tell you on the call whether it will.
30-day standard timeline · 15,000+ migrations · We never take your client