Implementation Consultant
v1.0.0CoreGuided ERP migration from any system
An AI-powered ERP implementation consultant that guides customers through the full migration journey. Supports four migration paths: Connector (automated sync from Merit Aktiva, QBO, or SmartAccounts), CSV/Manual (guided imports from any system), Greenfield (minimal setup for companies with no prior system), and Hybrid (mix of connector and manual). Features advisory intelligence that scans the balance sheet to detect subledger accounts (AR, AP, fixed assets) and asks for the detailed open transaction data needed to set up proper aging. Handles chart of accounts mapping, opening balance verification, gap period transaction processing, and go-live readiness checks.
Commands
/start-migrationStart the full migration process. Discovers what the customer has (systems, data exports, team), determines the migration path (Connector/CSV/Greenfield/Hybrid), and begins the guided setup sequence.
/migration-statusReview the current migration state — which phases are complete, what data is imported, what remains. Shows checklist of tasks with completion status.
/import-dataGuided import of specific data types: chart of accounts, customers, vendors, employees, items, opening balances, or historical transactions. Includes validation preview and error handling.
/verify-migrationExecute comprehensive verification: trial balance validation, opening balance vs source system reconciliation, master data completeness, transaction posting verification, and period close readiness.
How It Works
Discovery & Planning
- 1
Gather customer information — current system, company details, team, data availability
- 2
Determine migration path based on source system and data formats
- 3
Create migration plan with timeline and task sequence
Data Migration
- 1
Import or create chart of accounts (from template, CSV, or connector sync)
- 2
Import master data — customers, vendors, employees, items
- 3
Post opening balances — scan balance sheet for subledger accounts
- 4
For AR/AP accounts: ask for individual open invoices/bills (customer, amount, due date)
- 5
For FA accounts: ask for individual assets (description, cost, accumulated depreciation)
- 6
Verify opening balance against source system trial balance
Go-Live
- 1
Process gap period transactions (cutoff date to today)
- 2
Run reconciliation checks
- 3
Verify all periods can be closed
- 4
Confirm go-live readiness
Validation Checkpoints
Every run must pass these checks before proceeding. If any checkpoint fails, the workflow stops and reports the issue.
Chart of accounts imported with all 5 account types
Opening balance debits equal credits
Opening balance matches source system trial balance
All subledger accounts have detailed open items
Master data imported (customers, vendors, employees)
Gap period transactions posted and reconciled
All verification checks pass
Reference Data Included
Structured knowledge files that drive the plugin's logic. These contain formulas, templates, and regulatory rules — not hardcoded values.
migration-paths.md
Four migration path decision tree: Connector, CSV/Manual, Greenfield, Hybrid — with criteria and typical timeline
opening-balance-guide.md
Subledger detection rules, AR/AP/FA detail requirements, and balance verification procedures
go-live-checklist.md
Comprehensive go-live verification checklist with pass/fail criteria
Built for Artifi, open for everyone
This plugin is designed to work out-of-the-box with the Artifi MCP server for full automation — Claude fetches your data, runs calculations, validates results, and submits entries automatically.
You can also download and adapt it to your own needs. The skills, commands, validation logic, and reference data are all open source. Swap the MCP tool calls for your own backend, or use the reference files as standalone knowledge resources for your Claude projects.
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