SAGE INTACCT MIGRATION RECONCILIATION

    Sage Intacct Migration Reconciliation — Audit-Grade Evidence

    Sage intacct migration reconciliation produces the audit-grade evidence pack the audit committee and external auditors require: per-entity TB, consolidated TB with intercompany eliminations, ASC 606 contract-by-contract, attached document continuity, currency translation evidence. Signed, timestamped, SOX-locked.

    Audit-grade
    External-auditor signed evidence
    100+
    Entities reconciled with intercompany
    Per contract
    ASC 606 deferred revenue evidence
    SOX-locked
    Hash-chained for 7-year retention

    Why sage intacct migration reconciliation goes beyond data validation

    Data validation reconciles the numbers. Sage intacct migration reconciliation reconciles the numbers AND produces the signed evidence pack auditors actually require — at SOX, ASC 606, IRS and (where applicable) SEC 17a-4 standards.

    Most Intacct to Fusion programs treat reconciliation as a synonym for validation — and they pay for it at audit time. Validation answers 'do the numbers match?' Reconciliation answers 'do the numbers match AND can we prove it to a sceptical external auditor three years from now?' The difference matters: SOX 404 testing requires auditable evidence of internal control over financial reporting, including the migration itself; external auditors examine the migration as part of the year-of-cutover audit and again in subsequent years; ASC 606 reviewers scrutinise multi-year deferred revenue continuity; IRS examinations require substantiation of tax positions taken in pre-migration periods.

    Sage intacct migration reconciliation is engineered for that bar. The framework runs continuously through the migration, produces per-period per-entity signed evidence packs, captures mapping document version signatures linking reconciliation to the specific decisions in force at load time, preserves hash chains linking each evidence pack to its predecessors (tampering detectable years later), logs every read access for SOX evidence of who accessed what when. Multi-entity tenants get per-entity-pair intercompany match coverage, elimination journal coverage, currency translation evidence. ASC 606 customers get contract-by-contract deferred revenue and recognition schedule alignment.

    The culminating artefact is a final audit-committee sign-off pack at cutover: per-entity TB to the cent, consolidated TB with eliminations to the cent, AP/AR aging reconciled, ASC 606 per-contract reconciled, attached document continuity proven, mapping document signed, parallel-run cycles complete. Signed by controller, FP&A, tax, audit liaison, CFO, external auditor. Persisted in the compliance archive for 7-year SOX retention.

    What sage intacct migration reconciliation produces over data validation

    1
    Signed per-period evidence packs
    Each reconciliation packaged as a signed, timestamped evidence pack with mapping version signature, hash chain to prior periods, and reviewer signatures.
    2
    Multi-entity intercompany evidence
    Per-entity-pair intercompany match coverage, elimination journal coverage, currency translation impact — Intacct vs Fusion Intercompany Hub.
    3
    ASC 606 audit-trail evidence
    Per-contract per-performance-obligation deferred revenue, recognition schedule alignment, contract modification treatment — signed by revenue accounting and external auditor.
    4
    Hash-chained for years
    Evidence packs hash-chained period to period. Tampering detectable years later. Persisted in compliance archive for 7-year SOX retention.

    The six audit-grade evidence layers in sage intacct migration reconciliation

    Each layer produces a signed pack that feeds the final audit-committee sign-off.

    📋

    Per-entity TB evidence

    Per-entity per-period trial balance reconciliation Intacct vs Fusion to the cent. Opening balance, period activity, closing balance, AP/AR aging reconciliation. Signed by controller per entity.

    🏢

    Multi-entity intercompany evidence

    Per-entity-pair intercompany match coverage (Bill-to-Invoice, journal-to-journal), elimination journal coverage, currency translation impact. Signed by group controller.

    💰

    ASC 606 contract evidence

    Per-contract per-performance-obligation deferred revenue, recognition schedule alignment, contract modification treatment. Signed by revenue accounting and external auditor.

    📎

    Document continuity evidence

    Every Intacct attachment hash-verified in Fusion or archive. GL → bill → receipt drill-through chain proven intact. Signed by audit liaison.

    🔐

    SOX evidence overlays

    Read-access logs, mapping document version signatures, hash chains period-to-period. Tampering detectable years later. Persisted in compliance archive.

    📜

    Audit-committee sign-off pack

    Final cutover pack: all evidence layers assembled, all signatures captured. Signed by CFO, audit committee chair, external auditor. Goes to compliance archive.

    The sage intacct migration reconciliation rhythm — six structured checkpoints

    Runs in parallel with the migration timeline. Each checkpoint produces a signed evidence pack that feeds the final audit-committee sign-off.

    1

    Foundation reconciliation — Days 1–3 post-load

    Enterprise structures, legal entities, business units, ledgers, COA segments reconciled. Master data integrity confirmed. Foundation evidence pack signed and hash-locked.

    2

    Master & open transactions reconciliation — Days 3–10 post-load

    Suppliers, customers, items reconciled. Open bills, invoices, POs, SOs, unallocated cash reconciled per entity with approval-state continuity validated. Per-entity master + open evidence pack signed.

    3

    Per-entity TB reconciliation — Days 8–18 post-load

    Per-entity per-period trial balance Intacct vs Fusion to the cent. AP/AR aging reconciliation per entity. Per-entity TB evidence pack signed by controller per entity.

    4

    Multi-entity intercompany & consolidated TB — Days 20–28 post-load

    Per-entity-pair intercompany match coverage, elimination journal coverage, consolidated TB Intacct vs Fusion Intercompany Hub. Multi-entity intercompany evidence pack signed by group controller.

    5

    ASC 606 contract-by-contract — Days 25–35 post-load

    Per-contract per-performance-obligation deferred revenue, recognition schedule alignment, contract modification treatment. ASC 606 evidence pack signed by revenue accounting and external auditor.

    6

    Parallel-run cycles + final sign-off — Weeks 8–14

    1–2 month-end close cycles in parallel. Delta replay reconciled. Final audit-committee sign-off pack assembled with all evidence layers. CFO + audit committee chair + external auditor signatures captured.

    The audit-committee sign-off pack — final artefact of sage intacct migration reconciliation

    The single document that closes the migration program and feeds external audit for years.

    📑

    Executive summary

    One-page summary: entity count migrated, periods reconciled, total variance after sign-off (zero at TB level), parallel-run cycles complete, external auditor concurrence. CFO signature.

    📋

    Per-entity TB evidence index

    Index of per-entity per-period TB reconciliation packs. Hyperlinks (in PDF) to individual packs. Controller signatures captured per entity.

    🏢

    Multi-entity consolidation evidence

    Consolidated TB Intacct vs Fusion to the cent for the parallel-run period. Intercompany match coverage. Elimination journal coverage. Group controller signature.

    💰

    ASC 606 evidence summary

    Contract count migrated, performance obligation count, deferred revenue per contract reconciled to the cent. Revenue accounting and external auditor signatures.

    📎

    Document continuity proof

    Total attachments migrated, hash integrity confirmed, cross-reference integrity proven. Audit liaison signature.

    🔐

    SOX evidence chain

    Mapping version signatures, hash chains period-to-period, read-access log summary, parallel-run cycle evidence. External auditor concurrence captured.

    Frequently asked questions

    What is sage intacct migration reconciliation?+

    Sage intacct migration reconciliation is the audit-grade framework that proves Oracle Fusion holds the same financial truth as Sage Intacct — at every level of evidence the audit committee and external auditors require. It is a superset of sage intacct data validation: validation reconciles the numbers; sage intacct migration reconciliation reconciles the numbers AND produces the signed evidence pack that satisfies SOX 404 testing, external audit examination, ASC 606 review, IRS substantiation and (where applicable) SEC 17a-4 broker-dealer inspection. The framework runs continuously through the migration, produces per-period per-entity signed evidence packs, and culminates in a final audit-committee sign-off pack at cutover.

    How does sage intacct migration reconciliation handle multi-entity intercompany evidence?+

    Multi-entity intercompany is the most audit-scrutinised area in any Intacct to Fusion migration because intercompany errors flow directly into consolidated trial balance variance and create restatement risk. Sage intacct migration reconciliation reconciles, per entity pair per period: intercompany match coverage percentage (Bill-to-Invoice matches as % of total intercompany volume; journal-to-journal matches), unmatched intercompany items (count, value, reason), elimination journal posting (every Intacct elimination has a Fusion Intercompany Hub counterpart with matching amounts and effective dates), currency translation impact per pair per period. The signed evidence pack shows external auditors exactly how Fusion reproduces Intacct's consolidation result — at the intercompany match level, not just the consolidated TB.

    What does the sage intacct migration reconciliation evidence pack contain?+

    A complete sage intacct migration reconciliation evidence pack is structured per fiscal period per entity, with consolidation-level overlays. Per-entity per-period: opening balance (carry-forward Intacct vs Fusion), period activity (debit/credit per natural account), closing balance, trial balance reconciliation to the cent, AP aging reconciliation, AR aging reconciliation. Consolidation per period: consolidated trial balance with eliminations applied (Intacct vs Fusion Intercompany Hub), intercompany match coverage by entity pair, elimination journal coverage, currency translation impact per pair. ASC 606 per contract: deferred revenue balance, recognition schedule alignment, performance-obligation completion tracking. SOX evidence overlays: read-access logs, attached document hash integrity, mapping document version signatures. Every page signed and timestamped.

    How does sage intacct migration reconciliation handle ASC 606 contract revenue?+

    ASC 606 is the highest-stakes reconciliation in any Intacct to Fusion migration because deferred revenue balances affect the balance sheet directly. Sage intacct migration reconciliation runs at multiple granularities: per contract (total contract value, recognised revenue cumulative, deferred revenue balance Intacct CRM vs Fusion Revenue Management Cloud); per performance obligation (standalone selling price, allocation method, recognition pattern, period-by-period recognition amount alignment); per contract modification (modification effective date, prospective vs cumulative-catchup treatment preserved). The evidence pack is reviewed contract-by-contract by the revenue accounting team and signed by the revenue accounting lead and external auditor. It's typically the last sign-off in the program — and the one with the most scrutiny.

    Does sage intacct migration reconciliation handle currency translation evidence?+

    Yes. Multi-currency Intacct tenants run translations across multiple period rates (historical, current, average, ending) per period per currency pair. Sage intacct migration reconciliation reconciles: translation rate per period per currency pair (Intacct vs Fusion); translation gain/loss per entity per period (calculated independently in both systems); CTA (cumulative translation adjustment) carry-forward per entity per period; foreign-currency unrealized gain/loss on open AP/AR balances per entity per period. Where edge-rounding differences arise (sub-cent on small balances at edge dates), they are explicitly identified, quantified and accepted with rationale captured in the evidence pack — not silently absorbed.

    What audit-trail evidence does sage intacct migration reconciliation preserve?+

    Every reconciliation in the sage intacct migration reconciliation framework is signed and timestamped at creation: per-entity TB reconciliation includes the load batch ID, the source-side extract timestamp, the target-side post-load timestamp, the reconciler identity, the sign-off signature and date. Mapping document version signatures link every reconciliation to the specific mapping decisions in force at load time. Hash chains link each reconciliation evidence pack to the prior period's pack — tampering is detectable years later. Read-access logs capture every subsequent retrieval. Together, the evidence forms an unbroken chain of custody from Intacct source data through extract, transform, load, reconciliation and archive — the chain SOX 404 testing actually requires.

    How does sage intacct migration reconciliation handle attached document evidence?+

    Attached documents (receipts, signed contracts, bank statements, vendor W-9s, ASC 606 signed contracts) are first-class in the sage intacct migration reconciliation framework. Per attachment, the reconciliation pack confirms: source-side hash (Intacct attachment binary hash at extract); target-side hash (Fusion / archive attachment binary hash at load); cross-reference integrity (the GL line → bill → attachment link survives the load); read-access capability (the attachment can be retrieved from Fusion or archive at validation time). For ASC 606 contracts, signed contract attachment integrity is verified per contract — the document the auditor sees attached to a deferred revenue balance is byte-identical to the document Intacct held.

    How long does sage intacct migration reconciliation take?+

    Sage intacct migration reconciliation runs in parallel with the migration timeline rather than as a separate phase. For a typical multi-entity tenant (15–50 entities, 6+ years of history), the framework operates over 10–14 weeks: foundation reconciliation in days 1–3 post-load; master data and open transactions in days 3–10; per-entity TB reconciliation in days 8–18; consolidated TB with intercompany evidence in days 20–28; ASC 606 contract-by-contract reconciliation in days 25–35; parallel-run reconciliation cycles over the 1–2 month-end close window in weeks 8–14. The final audit-committee sign-off pack is assembled in the last week. External auditors review and sign off in the following 2–4 weeks.

    Build your sage intacct migration reconciliation framework — audit-ready from week one

    30-minute call. Walk through your entity count, ASC 606 contract volume, multi-currency footprint and external audit relationship — leave with a concrete reconciliation framework plan.