Arfiti
All plugins
v1.0.0·Core·MIT · forkable

arfiti-core-implementation-consultant

Guided 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.

↗ View on GitHubClone the repo
COMMANDS · 4

Slash commands shipped.

/start-migration

Start 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-status

Review the current migration state — which phases are complete, what data is imported, what remains. Shows checklist of tasks with completion status.

/import-data

Guided import of specific data types: chart of accounts, customers, vendors, employees, items, opening balances, or historical transactions. Includes validation preview and error handling.

/verify-migration

Execute comprehensive verification: trial balance validation, opening balance vs source system reconciliation, master data completeness, transaction posting verification, and period close readiness.

HOW IT WORKS

Workflow steps · agent runs · validation gates.

Discovery & Planning

  1. 1

    Gather customer information — current system, company details, team, data availability

  2. 2

    Determine migration path based on source system and data formats

  3. 3

    Create migration plan with timeline and task sequence

Data Migration

  1. 1

    Import or create chart of accounts (from template, CSV, or connector sync)

  2. 2

    Import master data — customers, vendors, employees, items

  3. 3

    Post opening balances — scan balance sheet for subledger accounts

  4. 4

    For AR/AP accounts: ask for individual open invoices/bills (customer, amount, due date)

  5. 5

    For FA accounts: ask for individual assets (description, cost, accumulated depreciation)

  6. 6

    Verify opening balance against source system trial balance

Go-Live

  1. 1

    Process gap period transactions (cutoff date to today)

  2. 2

    Run reconciliation checks

  3. 3

    Verify all periods can be closed

  4. 4

    Confirm go-live readiness

VALIDATION CHECKPOINTS · 7

Every run must pass.

If any checkpoint fails, the workflow stops and reports the issue. Nothing posts to the ledger until every check passes.

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 · 3 FILES

Structured knowledge included.

Formulas, templates, regulatory rules — not hardcoded values. Forkable per firm, per client.

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

MIT · BUILT FOR ARFITI · OPEN FOR EVERYONE

Designed to work out-of-the-box with the Arfiti ledger. Claude fetches your data, runs calculations, validates results, and submits entries automatically through MCP.

Or fork it. Skills, commands, validation logic, and reference data are all MIT-licensed. Swap the MCP tool calls for your own backend, or use the reference files as standalone Claude project resources.

SUBSCRIBE · NEW POSTS · NO SPAM

Get the next post in your inbox.

Practitioner notes on AI-native finance. One email when something new ships. Unsubscribe any time.