Skip to content
Home
Services
AI Assisted Data Cleanup Before Migration

AI Assisted Data Cleanup Before Migration

Fix the file before it moves. We use AI to find duplicates, miscoded transactions and gaps quickly, then flag what needs a decision for the bookkeeper. The new system starts clean.

  • logo02
  • download
  • logo01
  • logo03
  • logo06
  • logo07
  • logo08
  • logo05

Tell us how we can help

Submit the form below and we will reach out to you.

This field is for validation purposes and should be left unchanged.
Name(Required)
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form

What the cleanup covers

Real_Time_Access

Duplicate lists

Duplicate customers, vendors and items found and merged.

Automatic_Updates

Miscoded transactions

Transactions in the wrong account flagged for the bookkeeper to confirm.

Enhanced_Collaboration

Unreconciled items

Old unreconciled items listed for the bookkeeper to decide.

Integrations

Undeposited funds

Old undeposited funds and stale balances identified.

Data security

Inactive accounts

Unused accounts and lists tidied up before the move.

Simplified_Transactions

File size issues

Large or slow files prepared so they convert properly.

Financial_Insights

Cleanup report

A short report of what we found and what changed.

Cost_Effective

Clean handoff

Notes and training so your team can carry on without gaps.

Who this is for

We work with two kinds of clients:

  • Bookkeepers and accounting firms: We do the heavy lifting on the file and hand every judgment call back to you.
  • Business owners: Start your new system with clean data, and work with your bookkeeper on anything that needs a decision.

How it works

Data_Integrity_and_Completeness

1. File review

We run AI checks across the file and list what we find.

Customization_and_Configuration

2. Fixed quote

You get a written scope, timeline and price.

Backup_and_Security

3. Cleanup

We fix the clear issues and flag the rest.

Training_and_Support

4. Decisions

You or your bookkeeper confirm the flagged items.

Integration_with_Third_party_Applications

5. Ready to migrate

The file is clean and ready for conversion.

How long does it take? Most cleanups take 1 to 3 weeks, depending on the size and condition of the file.

Questions people ask

Your bookkeeper or accountant. We fix the obvious problems and flag anything that needs judgment.

Yes, as a one time project, for example when a file has drifted and you want a clean base for AI tools or reporting.

Yes. We work white label for many firms.

Why choose True Tally Services?

  • 25+ years of data integration: Old, custom and unsupported systems are routine for us.
  • Built for bookkeepers: Many firms use us white label.
  • Fixed pricing: You get a written scope and price before we start.
  • Numbers that match: Every project ends with a tie out report and a clean handoff.

Ready to move off the desktop?

Tell us what you use today and where you want to be. We will reply within one business day. Book a call.