IES Implementation & Migration

The migration playbook Intuit trusted, now for your business.

SaaS Direct delivers ERP migration services trusted by Intuit itself. For 14 months, we ran every competitive migration to Intuit Enterprise Suite on Intuit’s behalf. Every NetSuite, Sage Intacct, and Acumatica customer they moved, we moved. Now that same team runs your migration.

Fixed-fee engagements  ·  Big 4 trained team  ·  30-day hypercare after go-live

Exclusive discounts on Intuit Enterprise Suite. Buy your IES license through SaaS Direct and it comes with a discount you will not get elsewhere, plus the team that migrates your data.

See IES pricing and discounts →

SaaS Direct is a Trusted Partner to Intuit QuickBooks: Executive Solution Provider and Verified Business Solutions Provider

Most ERP migrations fail in the first 90 days. Yours does not have to.

Industry data says 50 to 75 percent of ERP implementations miss their original timeline, budget, or functional scope. The reason is rarely the software. The reason is migration teams that are learning the source system, the target system, or both during your project.

SaaS Direct is the opposite situation. We do not learn on your books. We have already migrated your exact scenario dozens of times. We know which NetSuite scripts break in the export, which Sage Intacct dimensions do not map cleanly to IES, and which Acumatica workflows need to be rebuilt from scratch versus converted. Those lessons are in the playbook. Your project gets the benefit.

ERP migration services team with Big 4 pedigree consultants

ERP migration services for every major source system

QuickBooks Online to IES

Automated data migration handled by Intuit’s built-in tooling. We add the strategic layer: chart of accounts redesign for multi-entity growth, dimensional architecture setup, role-based permissions, and third-party integration rebuild. Typical timeline: 30 to 45 days.

QuickBooks Desktop Enterprise to IES

Manual migration with Intuit Data Migration team support. We handle chart of accounts cleanup, list conversion, historical transaction import, and re-implementation of custom reports. Typical timeline: 45 to 60 days.

NetSuite to IES

We have done this migration more than any VAR in the country because we did it for Intuit directly. Includes SuiteScript decommissioning, saved search conversion to IES reports, subsidiary-to-entity mapping, and custom record type migration. Typical timeline: 2 to 8 weeks.

Sage Intacct to IES

Proven playbook covering dimension mapping, smart rule replication, and consolidation logic migration. Typical timeline: 45 to 75 days.

Acumatica to IES

Generic inquiry conversion, business event re-implementation, and Acumatica-specific customization rebuild. Typical timeline: 60 to 90 days.

850+ Integrations

Mailchimp for marketing, Shopify for ecommerce, Salesforce for CRM. The tools you already run keep running.

Our ERP migration services methodology: 5 phases, refined across hundreds of projects

  1. 01

    Discovery & Fit Assessment (Week 1)

    Paid 90-minute working session with a senior consultant. Outputs: written fit recommendation, implementation scope, timeline, and fixed-fee pricing. Assessment fee credited toward implementation.

  2. 02

    Design (Weeks 2-3)

    Chart of accounts redesign, dimensional architecture, entity hierarchy, user roles and permissions matrix, intercompany workflow design, and integration blueprint. Signed off by your finance leadership before any data moves.

  3. 03

    Build & Migration (Weeks 4-7)

    Data extraction from source system. Data cleansing and transformation. Test load in the IES sandbox. Validation of trial balances, sub-ledgers, and aged receivables and payables. Third-party integration configuration.

  4. 04

    Test & Train (Week 8)

    User acceptance testing with your finance team. Role-based training sessions. Parallel run of critical workflows. Cut-over plan finalized.

  5. 05

    Go-Live & Hypercare (Week 9 onward)

    Cut-over, go-live, and a 30-day hypercare period with direct access to your implementation team. Transition to ongoing support after hypercare.

The discovery meeting comes before phase 1. It is a short, free conversation to establish whether a paid fit assessment is worth your time.

ERP migration services built for your industry

Construction

Job costing, certified payroll, WIP reports, change orders, and AI-powered bid profitability. Built for contractors from $5M to $500M in annual revenue.

Non-Profits

Fund accounting, grant tracking, restricted versus unrestricted fund reporting, and board-ready financial statements. Built for organizations managing multiple programs and funding sources.

Professional Services

Project accounting, billable utilization, revenue recognition, and time-to-cash visibility. Built for consulting firms, agencies, law firms, and engineering practices.

Multi-Entity Holding Companies & Franchises

Consolidated reporting across LLCs, automated intercompany transactions, standardized COA, and real-time KPIs for every subsidiary.

Post-launch support that keeps you moving forward.

PlanWho it is forWhat you get
EssentialSmall teams with in-house finance capabilityEmail support, 48-hour response, quarterly health check
AdvancedGrowing teams scaling IES useEmail and phone, 24-hour response, monthly working session, configuration changes included
PremierComplex multi-entity operatorsDedicated CSM, same-day response, unlimited configuration changes, quarterly strategy review, period-close assistance

Fixed-fee pricing. No surprises.

Most ERP consulting firms bill by the hour. The incentive is a bigger engagement and a bigger bill. SaaS Direct prices implementations as fixed-fee engagements, scoped during your paid fit assessment. You know the total cost before we start. Scope changes are priced as change orders, agreed in writing, never buried in an invoice.

Bring your source system, entity count, and go-live deadline to the discovery meeting and we can tell you which phase plan and price band you fall into.

Your migration is too important to learn on.

Start with a short discovery meeting. We will confirm whether Intuit Enterprise Suite is the right destination, which source-system playbook applies to you, and what the next step costs.

If it is a fit, the next step is a paid 90-minute assessment that delivers a written scope, timeline, and fixed-fee price, credited to implementation if you proceed. If IES is not right for you, we say so.