System Migration and Tech Integration for Nonprofits
Modern tools. Smarter processes. Seamless transitions.
Support Your Mission-Driven Team With Modern Tools
If your current accounting system is clunky, inefficient, or overly manual, it’s probably time for a change—and that’s where we come in. With The Charity CFO’s system migration services, we help nonprofits transition to an efficient, updated accounting platform without the usual chaos. In just a few months, you’ll go from outdated systems to a streamlined financial management system in as little as 60-90 days—one that supports your mission and promotes efficient workflows with tools like:
QuickBooks Online
We use QuickBooks Online as the foundation of your accounting system. It’s powerful, cloud-based, and easy for both finance teams and leadership to understand.
BILL for Accounts Payable
Pay vendors quickly, track approvals, and maintain a paperless trail with BILL. It’s built to simplify payables—and keep your audit trail airtight.
Dext for Document Retention
Never lose a receipt or invoice again. Dext makes it easy to upload, organize, and retrieve your financial data from anywhere.
Divvy for Credit Card Management
We implement Divvy to streamline credit card usage, expense reimbursements, approval workflows, and real-time expense tracking—all in one place.
We Offer More Than Just a System Swap
Switching platforms can feel like a big leap, but our approach to system migration is built specifically for nonprofits. Our tools are affordable, user-friendly, and non-proprietary—so you always own your systems, not us. The systems we implement integrate seamlessly to reduce manual entry and minimize errors, while also creating electronic audit trails that support strong internal controls.
- Comprehensive Initial Assessment: We evaluate your current accounting structure, workflows, and pain points to design a better solution.
- Thoughtful Process Redesign: We don’t just migrate—we improve. We optimize workflows for efficiency, compliance, and transparency.
- Team Training & Support: Your staff won’t be left guessing. We offer hands-on training to ensure everyone feels confident from day one.
Highly recommend. We are thrilled with the subject matter expertise that we have received from The Charity CFO. In just a couple months they have streamlined all of our financial processes and their team has been so kind and helpful
– Emily Anne Vall, Resilient Georgia
A Financial Management System That Works for You
Your accounting software should empower your organization. That’s why our system migration process isn’t just technical—it’s strategic. We align your technology to your nonprofit’s goals, create accessible workflows, and help every team member understand what’s happening and why. After completing our system migration process, you’ll have:
- A modern accounting platform built on QuickBooks Online
- Clearly documented workflows and approval processes
- Seamless integration between payables, documentation, and card management
- A financial setup that gives you real-time insights and reduces busywork
Frequently Asked Questions About System Migrations
How long does a system migration typically take?
System migration is part of our full onboarding process, which typically takes 60 to 90 days. During that time, we assess your current systems, implement new tools, and build out the workflows and controls you’ll need going forward.
The exact timeline depends on how your previous systems were set up and the condition of your data, but our goal is always the same: to get your new tech stack up and running quickly—without interrupting your operations. That way, we can start laying the foundation for your ongoing services like bookkeeping, accounting, and grant tracking, and ensure everything works together as a seamless, integrated system.
Will our staff get training on new systems?
Yes. We provide hands-on training for your team, covering both new technology and the accounting procedures behind it—so nothing gets lost in translation.
What if our current system is a mess?
That’s exactly why we’re here. We’ll dig into your existing setup, clean up what’s needed, and build a new structure that’s efficient, organized, and aligned with nonprofit best practices.
How much does a system migration cost?
System migrations are often expensive and cost-prohibitive for nonprofits—but we’ve designed ours to be accessible. By using our internal experts (not costly third-party consultants), we keep fees low while delivering a tailored, high-quality migration experience.
If you’re moving from QuickBooks Desktop to QuickBooks Online, the migration is completely free and included in your onboarding.
For migrations from other platforms (like Sage, Blackbaud, or custom Excel setups), costs typically range from $2,500 to $5,000, depending on complexity. This includes tool setup, process redesign, integrations, and hands-on training.
If your books require clean-up before the migration, that work is billed separately—and we’ll scope and price it upfront before you sign anything. No surprises. Just expert support and clear expectations.
Let’s make your mission easier to manage.
