ERP Financial Data Preparation
The project every finance team needs to start before changing systems.
Municipal 360 helps municipalities get their chart of accounts, account mapping, and financial reporting structure ready before ERP implementation begins. When the financial data foundation is sorted out early, the rest of the project moves faster, stays on budget, and lands with reporting that actually works on day one.
Most ERP projects do not stall on the software. They stall on the data.
By the time vendors are configuring the new system, finance teams are scrambling to make decisions about the chart of accounts, account mappings, and reporting structure that should have been finalized months earlier. Legacy account structures get carried forward by default. Mapping errors surface during testing. Reports do not reconcile.
Go-live slips. Or go-live happens, and the reporting work starts all over a
gain. Budget pressure builds. Staff burn out. Council asks why the new system is not delivering what was promised.
We get your financial data ready before implementation pressure builds.
A Municipal 360 ERP Financial Data Preparation engagement typically includes:
Current state assessment
Review your existing chart of accounts, reporting structures, and known pain points. Identify what is working, what is broken, and what needs to change before the new system arrives.
Reporting validation
Test the new structure against your actual reporting requirements before go-live. Financial statements, budget reports, provincial reports, and variance analysis are all validated against the new COA before the system is live.
Chart of accounts design
Design a new COA on the Municipal 360 framework, or align your existing structure to it. The result is a clean, governed chart of accounts built for PSAB, provincial reporting, and your municipality's needs.
Implementation support
Stay involved during ERP configuration to answer questions, resolve mapping issues, and ensure the financial data structure is implemented the way it was designed.
Account mapping and crosswalks
Map every legacy account to its new home. Build vendor-ready crosswalks that your ERP implementation team can use directly during configuration.
Start with a Discovery Call.
Every municipality is at a different point in the ERP journey. Some are still selecting a vendor. Some are mid-implementation and already feeling the pressure. Some are post go-live, rebuilding after a rough launch. The first step is a 30-minute conversation to understand where you are, what you are trying to achieve, and whether Municipal 360 is the right partner for the work ahead.