Exact to Sage - Switch My Books

Transition from Exact to Sage with Switch My Books

Looking to move from Exact to Sage and streamline your accounting operations? At Switch My Books, we specialise in secure, accurate migrations from Exact to Sage, ensuring your financial data is transferred seamlessly and with complete integrity. Unlock Sage’s robust features to drive smarter decisions, improve efficiency, and support your business growth. Let us handle the migration so you can focus on what matters most.

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Why Choose an Exact to Sage Migration?

Transitioning from Exact to Sage can be a strategic move for businesses seeking greater flexibility, scalability, and advanced financial management. While Exact offers solid ERP functionality, Sage solutions such as Sage Intacct and Sage X3 deliver more robust reporting, deeper industry-specific capabilities, and cloud-native features designed to support dynamic business growth.

Migrating from Exact to Sage can streamline your financial operations, enhance decision-making with real-time insights, and better align your systems with evolving business requirements.

At Switch My Books, we handle every aspect of your Exact to Sage migration with precision and care. Our certified experts ensure a smooth, secure data transfer with minimal downtime, customizing the migration process to fit your business needs. We help you unlock the full potential of Sage’s powerful ERP platform, so you can focus on what matters most scaling your business.

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Benefits of Choosing Sage Over Exact

Migrating from Exact to Sage can empower your business with greater flexibility, scalability, and modern financial tools. Here’s why Sage may be the smarter choice for long-term success:

Established Reputation

Sage is a trusted name in the ERP space, especially among small to mid-sized businesses. With robust solutions like Sage Intacct and Sage X3, Sage has a strong track record of delivering reliability, compliance, and innovation.

Cost-Effective Pricing

Sage offers a transparent, per-user pricing model—ideal for businesses that want to manage costs while scaling. This often proves more cost-effective than Exact’s licensing structure, especially as teams grow.

Industry-Specific Solutions

From finance and professional services to manufacturing and distribution, Sage provides purpose-built solutions. Whether it’s Sage Intacct for advanced financials or Sage X3 for complex operations, Sage aligns with your industry-specific needs.

Intuitive Interface

Sage’s modern and intuitive interface simplifies daily workflows. Many businesses moving from Exact find Sage’s usability and onboarding process more streamlined and efficient.

Advanced Reporting

With features like unlimited reporting dimensions and AI-driven tools such as Intelligent GL™, Sage enables deeper insights and smarter decision-making far beyond what’s available in Exact’s standard reporting tools.

Every business is unique. Our team will help you assess whether Sage is the right fit, and if so, manage your migration from Exact with minimal disruption and maximum efficiency.

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Exact vs. Sage: Key Differences

Understanding the distinctions between Exact and Sage is essential when evaluating whether a migration could better serve your business needs. Below is a clear, side-by-side comparison of key features:

Feature	Exact	Sage
Cloud Architecture	Cloud-enabled, some legacy architecture remains	Cloud-native options, with modernized platforms
Limited mobile functionality	Improved mobile access in newer solutions	Limited resizing in online products
Licensing	Typically per-user or module-based pricing	Flexible user-based pricing
Functionality	Strong in financials and manufacturing	Broader industry-specific capabilities
Deployment	On-premises, hosted, or limited cloud	Cloud-native with hybrid options available
Architecture	Semi-modern, modular	Evolving toward full cloud and integration-friendly

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 Exact 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.

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What’s Included in Your Sage Migration.

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

Chart of Accounts

Account structures, codes, and hierarchies from Exact 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 Exact 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 Exact to Sage to 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 Exact 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.

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