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ERP and accounting system data preparation guides

  • Updated

MindBridge supports financial data from a wide range of enterprise resource planning (ERP) and accounting systems. Depending on your system, the process of exporting and preparing data for analysis may vary.

To help you understand what to expect, we have organized our ERP guides into three tiers based on the typical level of data preparation required.

These tiers reflect typical data preparation requirements and are intended as general guidance. The steps required may vary depending on your ERP version, configuration, available export options, and the data being analyzed.

If your accounting system is not listed, contact your MindBridge representative for assistance.

Tier 1: Straightforward data preparation

These systems have established export processes that require little to no additional data preparation. By following the standard export instructions, data can typically be imported directly into MindBridge with minimal or no additional steps.

ERP or accounting system
JD Edwards
Microsoft Dynamics
NetSuite
PeopleSoft
QuickBooks
SAP ECC
SAP S/4HANA Cloud

Tier 2: Additional data preparation

These systems generally require minimal data preparation before importing into MindBridge. Depending on the system and its configuration, specific export settings or a few additional steps may be needed to ensure the data is ready for analysis.

ERP or accounting system
Caseware
CDK
DATEV
NISC
PointClickCare
Sage 50
Sage 100
Sage 200
Sage 300
Sage Intacct
Xero
Yardi

Tier 3: Advanced data preparation

These systems typically require more extensive preparation due to complex data structures, customized configurations, or limitations in available export options.

Additional technical assistance or coordination with MindBridge may be required.

We recommend contacting your MindBridge representative before beginning the data preparation process.

ERP or accounting system
Exchequer
MYOB AccountRight
Symitar
TechnologyOne

Other accounting systems

This category includes accounting systems that have not yet been assigned a data preparation tier due to limited information or varying export requirements.

Data preparation steps may differ depending on your system and configuration. Refer to the available guides for instructions, or contact your MindBridge representative if you need additional assistance.

ERP or accounting system
CivicView
Dealertrack
Epicor
KashFlow
Prologue
PS Financials
SAP DART
Tudor

 

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