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Core plugin · artifi-core-implementation-consultant

Implementation Consultant.

V1.0.0MIT4 COMMANDS

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.

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01 / Commands · 4

Four commands.
Three procedures.

All of them run inside Claude against the governed ledger.

01

/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.

02

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

03

/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.

04

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

HIGHLIGHTS

4 migration paths (Connector, CSV, Greenfield, Hybrid). Balance sheet advisory (detects AR/AP/FA subledgers). Gap period transaction processing. Go-live verification checklist.

02 / How a run behaves

How a run behaves.
Three procedures, step by step.

DISCOVERY & PLANNING

01
Gather customer information — current system, company details, team, data availability
02
Determine migration path based on source system and data formats
03
Create migration plan with timeline and task sequence

DATA MIGRATION

01
Import or create chart of accounts (from template, CSV, or connector sync)
02
Import master data — customers, vendors, employees, items
03
Post opening balances — scan balance sheet for subledger accounts
04
For AR/AP accounts: ask for individual open invoices/bills (customer, amount, due date)
05
For FA accounts: ask for individual assets (description, cost, accumulated depreciation)
06
Verify opening balance against source system trial balance

GO-LIVE

01
Process gap period transactions (cutoff date to today)
02
Run reconciliation checks
03
Verify all periods can be closed
04
Confirm go-live readiness

VALIDATION GATE · 7 CHECKS

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

migration-paths.mdopening-balance-guide.mdgo-live-checklist.md

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Fork it

Your procedures,
written down.

Swap the reference files for your policies and run it in Claude. Writes still go through the governed gateway.

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