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Ledrix

Accounting and ERP data migration

Confident accounting and ERP data migration.

Ledrix is designed to give businesses, accounting practices and implementation teams a clearer way to assess source data, coordinate migration work, validate outcomes and prepare for cutover.

Migration workspace

Conceptual workflow preview

Source

Accounting platform

Destination

New platform or ERP

Controlled run

Stage 3 of 5 — Migrate

Records processed
24,180
Held exceptions
3
Evidence
Collecting
  1. Assess
  2. Prepare
  3. Migrate
  4. Validate
  5. Cut over

Approval

Pending review — 2 approvers

A structured approach to migration readiness, accountable workflow, validation and controlled go-live preparation.

The difference

Migration is more than moving data.

A successful system change takes more than getting records into another platform. It requires understanding the condition of source data, resolving decisions before they become rework, managing what is waiting on whom, investigating differences and documenting what has been reviewed.

Ledrix is designed around the work that sits between an extract and a confident go-live.

ExtractConfident go-live
  • 01

    Condition

    Source-data review and exception detection

  • 02

    Decisions

    Scope, mapping choices and accountable owners

  • 03

    Differences

    Comparison, investigation and resolution

  • 04

    Record

    What was reviewed, by whom and when

Operating model

Five stages, from assessment to cutover

See the Ledrix approach in detail
  1. Assess

    Identify source-data condition, likely complexity and issues requiring attention.

    Readiness and risk

  2. Prepare

    Make scope, decisions, responsibilities and required actions visible.

    Decisions and owners

  3. Migrate

    Progress work through a controlled workflow and hold exceptions for review.

    Controlled runs

  4. Validate

    Compare outcomes, investigate differences and collect evidence for sign-off.

    Comparison and evidence

  5. Cut over

    Coordinate final activity, approvals and go-live preparation.

    Approval and go-live

Why it matters

When migration work is visible, decisions are easier to manage.

01Readiness before urgency
Surface data condition, risks and likely cleanup before late project pressure builds.
02Clear ownership
Make it easier to see what is waiting on the business, practice or migration team.
03Exceptions with context
Keep differences and issues visible for investigation rather than leaving them buried in email threads.
04Evidence for review
Support more informed validation, approval and cutover conversations.

Who it’s for

Built around the teams involved in a system change.

Businesses

Prepare for a finance-system change with clearer visibility of risks, responsibilities and readiness.

For businesses

Accounting practices

Support more structured client conversations, review and shared migration visibility.

For practices

ERP implementation partners

Explore Ledrix’s future direction for source-data readiness, mapping coordination and validation evidence.

For ERP partners

Product preview

Migration should be visible, not a black box.

Early Ledrix workflows are designed to make progress, ownership, exceptions and next actions easier to review throughout the migration process.

Screens shown are from Ledrix’s early product environment. Capability and availability vary by migration route and product readiness.

Ledrix migration workspace showing migration progress from QuickBooks Online to Xero with prepare, migrate, cutover and complete stages
Early product interface

Register interest

Planning a system change or interested in early access?

Ledrix is evolving with a focus on more accountable financial-data migration. Register your interest to follow the early-access program.