Epicor ERP to Sage Migrations

Seamless Epicor ERP to Sage Migrations with Switch My Books

Looking to move from Epicor ERP to Sage? At Switch My Books, we specialise in smooth, secure, and precise data migrations from Epicor to Sage. Our expert team ensures your financial and operational data is accurately transferred, with minimal disruption to your business. Unlock the advanced features and improved efficiency of Sage with a migration process you can trust.

Book a Discovery Call

Why Choose an Epicor ERP to Sage Migration?

Migrating from Epicor ERP to Sage can strategically position your business for enhanced efficiency and sustained growth. While Epicor ERP delivers comprehensive manufacturing and distribution solutions, Sage offering products such as Sage Intacct and Sage X3 provides powerful financial management, industry-specific functionality, and superior scalability to support evolving business needs.

An Epicor to Sage migration can optimize your operational workflows, elevate financial reporting accuracy, and enable more informed decision-making. This transition allows your organization to capitalize on Sage’s advanced tools tailored to your industry and growth objectives.

Lets talk

Benefits of Choosing Sage Over Epicor ERP

Considering a migration from Epicor ERP to Sage? Here’s why making the switch could be the strategic move your business needs.

Established Reputation

Sage has built a solid reputation over decades as a reliable ERP provider for small to mid-sized businesses. With solutions like Sage Intacct and Sage X3, organizations trust Sage for scalability, compliance, and long-term performance.

Cost-Effective Pricing

Unlike Epicor’s complex pricing structures, Sage offers a transparent, per-user pricing model. This allows businesses to manage costs effectively while scaling seamlessly as operations expand.

Industry-Specific Solutions

Whether you're in financial services, manufacturing, distribution, or professional services, Sage provides industry-specific ERP solutions like Sage Intacct for advanced financials and Sage X3 for robust manufacturing and supply chain management.

Intuitive Interface

Sage platforms are known for their intuitive, modern interfaces, simplifying onboarding and day-to-day operations. Users transitioning from Epicor often find Sage easier to navigate and more accessible across teams.

Advanced Reporting

Sage outperforms with advanced, real-time reporting tools. Features such as Intelligent General Ledger (GL™) and customizable dimensions deliver deeper insights without the limitations commonly found in Epicor’s reporting modules.

Our team specializes in seamless migrations from Epicor ERP to Sage. We’ll guide you through every step to ensure a smooth transition with minimal disruption and maximum ROI.

See if Sage is right for you.

Epicor ERP vs. Sage: Key Differences

Understanding the distinctions between Epicor ERP and Sage solutions is essential when evaluating the potential benefits of migrating systems. Below is a clear, side-by-side comparison:

Feature	Epicor ERP	Sage
Cloud Architecture	Offers cloud, on-premises, and hybrid options	Primarily cloud-native or cloud-enabled, varies by product
Mobility	Responsive design with native mobile access	Limited mobile functionality in some offerings
Licensing	Modular, typically user-based with added flexibility	Predominantly per-user licensing
Functionality	Full-featured ERP with strong manufacturing focus	Broad suite with strengths in accounting and payroll
Deployment	Highly customizable deployment options	Mostly cloud deployments, limited on-premises support
Architecture	Modern architecture, evolving cloud-first approach	Mix of legacy and modern systems depending on the product line

This comparison highlights Sage’s strengths in user-based pricing and industry-specific tools, which may align better with your goals.

Our Five-Step Migration Process

Switch My Books follows a structured, efficient process to ensure your Epicor ERP to Sage migration is accurate, timely, and tailored to your business needs:

This enhanced process minimizes disruptions, ensures data integrity, and helps your business operate effectively on Sage from day one.

Discover our migration process.

Migrate to Sage

What’s Included in Your Sage Migration.

Our Epicor ERP to Sage migration service covers all critical financial data, ensuring nothing is left behind:

Chart of Accounts

Account structures, codes, and hierarchies from Epicor ERP are fully mapped to Sage.

Customers & Suppliers

Contact details, addresses, tax settings, and payment terms are transferred accurately.

Invoices & Bills

Historical and open transactions, including line-item details, are moved to Sage.

Payments & Credits

Applied and unapplied payments, credits, and refunds are included.

Bank Transactions

Historical and reconciled bank data are transferred to maintain continuity.

Journals & Adjustments

Manual entries and corrections from Epicor ERP are preserved in Sage.

Payroll Data (if applicable)

Employee profiles, salaries, and tax filings are migrated.

Attachments & Notes

Supporting documents and notes are transferred where supported by Sage.

Why Businesses Trust Switch My Books

With over a decade of experience, Switch My Books is the trusted choice for Epicor ERPto Sage migrations. Here’s what sets us apart:

Proven Expertise

Our team of certified accountants and migration specialists ensures a flawless transition to Sage, backed by years of experience.

Customized Approach

We tailor each migration to your business’s unique needs, ensuring a perfect fit with Sage.

Zero Downtime

Our efficient process keeps your business running smoothly during the migration.

Dedicated Support

From planning to post-migration, our team provides ongoing assistance to ensure success.

Additional Benefits of Sage

Migrating to Sage offers long-term advantages for your business:

These benefits can drive up to 250% ROI and 65% productivity gains, as reported by businesses using Sage.

Take the Next Step

Don’t let migration concerns hold you back. An Epicor ERP to Sage migration with Switch My Books can unlock up to 250% ROI and 65% productivity gains. Start today with a free consultation and see why thousands trust us for their ERP transitions.

Book a Discovery Call