TACHY
ERP · SAP · Tally · Legacy Data Migration

Migration is not the deliverable. A reconciled trial balance is.

TACHY plans and runs SAP, Tally and legacy-system migrations for education groups and growing businesses — with the discipline of an audit, not just a data copy. Every migration ends in a line-by-line reconciliation, a documented variance analysis, and an audit-ready report your finance team and auditors can sign off on.

Why this page exists: this practice is led by hands-on experience running a SAP-to-Tally migration and reconciliation over seven years — not a generic capability slide. That is the standard every engagement here is held to: the numbers have to match, not just move.
Who this is for

Built for organizations where the data has to be right

Finance, admissions, HR/payroll and operational records that a board, an auditor or a regulator will eventually ask about.

Education groupsMulti-branch schools and college groups consolidating finance, admissions and HR onto one platform.
Businesses leaving SAPOrganizations right-sizing off SAP onto a cloud ERP or Tally, without losing historical financial integrity.
Growing businesses on spreadsheetsCompanies whose finance still lives in Excel/Tally exports and needs a governed, audit-ready home.
Anyone facing an auditTeams that need this year's migration to survive next year's statutory audit without a scramble.
Capabilities

The full migration and reconciliation workstream

Each engagement is scoped from this list during Discovery — not every project needs every line item.

CapabilityWhat it covers
01SAP, Tally & legacy-system migrationPlanning and execution of the move itself — source-system extraction, target platform setup, and a phased cutover sequence.
02Financial & transactional data migrationLedgers, vouchers, invoices, payroll and transactional history moved with full audit trail, not just closing balances.
03Data mapping, cleaning & transformationChart-of-accounts mapping, duplicate and gap detection, currency/format normalization before a single record moves.
04Ledger & trial-balance reconciliationSource-to-target reconciliation at the ledger and trial-balance level — the step most migrations skip, and the one that matters most.
05Variance analysisEvery mismatch traced to a specific cause — mapping rule, timing difference, rounding, duplicate — and resolved, not written off.
06UAT & production migrationA rehearsed sample migration and user-acceptance round before the real cutover, with a tested rollback plan.
07Audit-ready migration reportsA documented package — what moved, what was reconciled, what variances existed and how they were closed — for your auditors.
Methodology

A measurable, low-surprise delivery model

Four phases. Each ends with a concrete artifact your team reviews before the next phase starts — no open-ended engagements.

PHASE 1

Discover

  • Source systems & data volume
  • Chart-of-accounts & mapping gaps
  • Integrations & dependent reports
  • Scope, timeline & fixed quote
PHASE 2

Design

  • Target architecture
  • Migration waves & sequencing
  • Reconciliation rules & thresholds
  • Rollback & risk plan
PHASE 3

Prove

  • Sample-data migration
  • Trial-balance reconciliation
  • Variance analysis & sign-off
  • User-acceptance testing
PHASE 4

Operate

  • Production cutover
  • Audit-ready report handover
  • Team training
  • Post-migration support window
Why TACHY

What this practice does differently

Reconciliation-first, not migration-first

The deliverable is a matched trial balance and a signed-off variance report — a successful file transfer alone is not treated as done.

One accountable team, start to finish

The same team scopes, migrates, reconciles and hands over — no split accountability between a migration vendor and a separate reconciliation vendor.

Built to sit alongside your auditors

Reports are structured for your existing CA/audit relationship to review and sign off — this practice does not replace your auditors' authority over the numbers.

Scoped and quoted, not open-ended

Discovery produces a fixed scope and quote before commitment. No hourly-billing engagements with no defined end state.

Engagement model

Three stages, each with a clear exit

Stage 1

Assessment

A scoped review of your current system, data quality and migration risk.

  • Source-system & data-volume review
  • Risk & complexity rating
  • Fixed-scope proposal & quote
Stage 2

Migration & Reconciliation

The core engagement — data moved, reconciled, and signed off.

  • Mapping, cleaning & migration
  • Ledger & trial-balance reconciliation
  • UAT and production cutover
Stage 3

Post-Migration Support

Stabilization after go-live, with an option to continue as ongoing managed support.

  • Hypercare window post-cutover
  • Audit-ready report handover
  • Optional ongoing support arrangement
Frequently asked

Questions finance teams actually ask

How do you make sure no financial data is lost during a SAP or Tally migration?

Every engagement runs a parallel reconciliation: source-system totals (ledgers, trial balance, subsidiary registers) are checked line-by-line against the migrated target before cutover, not after. Nothing is marked complete until the numbers match or every variance is explained and signed off.

What happens if the trial balance does not reconcile after migration?

It is treated as a defect, not an acceptable outcome. Every variance is traced to its cause — a mapping rule, a currency or rounding difference, a duplicate or missing transaction — corrected, and re-reconciled. Production cutover does not proceed on an open, unexplained variance.

Will this work alongside our existing auditors or CA firm?

Yes — that is the intended setup. TACHY handles the technical migration and reconciliation workstream; your auditors or CA retain sign-off authority on the numbers. Audit-ready reconciliation reports are a deliverable specifically so your existing finance and audit relationships stay in control.

How long does a typical migration take?

It depends on data volume, number of source systems and how clean the source data already is — which is exactly what the Discovery phase scopes and quotes before any commitment. There is no fixed-price, one-size-fits-all package for this reason.

Is our data secure during the migration?

Data-handling, access control and retention decisions are agreed explicitly during the Data Governance workstream before migration begins, not assumed. Scope, storage location and who has access to production financial data are documented up front.

Do you only work with schools and education groups?

Education groups are where this practice started and remains deepest, but the migration and reconciliation discipline — SAP, Tally, legacy ERP, financial data — applies the same way to any growing business moving off a legacy system.

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