System migration
Bookkeeping moves from an external accountant into a live ERP record
Finance system migration pattern · Finance & Controlling
A company's bookkeeping sat scattered across an external accountant's exports, documents and separate tools. Cognima reconciles and posts it into one live, production-accurate ERP record, with every legally sensitive step, such as filings and external access, still gated for human sign-off.
Our approach
We treated the handover as a controlled migration into a production record, not as a document transfer. The frame was set up first: the Belgian accounting localisation, euro, quarterly VAT and the agreed extended first financial year. Journals, documents, the bank reconstruction, customer and supplier data and the depreciation schedules followed. Invoices from the previous invoicing environment were deliberately kept apart as a delta, so the historical cut-off was not silently rewritten.
Finance continues in one reconciled production record, while filings and external access stay gated for human sign-off.
- 1
- single reconciled production record instead of scattered source exports
- 100%
- of ledger lines checked debit-to-credit before being called complete
- 50–70%
- typical cut in manual re-entry / cross-check time for comparable migrations
Before Cognima
- Collect historical exports from the external accountant by hand
- Manually interpret journals, source documents and separate invoicing tools
- Re-enter and reconcile the same data across systems before trusting a number
With Cognima
- An MCP workflow ingests and normalises all source evidence automatically
- Computer use applies the correct accounting setup directly inside the live ERP
- Balances, documents and settings are reconciled and verified in one production record
- Delivery model
- MCP workflow and computer use, ERP-connected
- Human oversight
- Legal filings and external access stay gated for human sign-off
- Data & IP
- Customer's own production accounting data