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COREv1.0.0·MIT · FORKABLE

Implementation Consultant.

artifi-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.

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

Slash commands, shipped.

Each command is a guided procedure Claude follows step by step — with your review at every decision point.

/start-migration
Begin the migration workflow

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
Check migration progress

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

/import-data
Import master data or transactions

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
Run go-live readiness checks

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

HOW IT BEHAVES

One run, step by step.

The plugin prepares, validates, and previews. You confirm. Only then does anything reach the ledger — through the same governed gateway everything else uses.

Discovery & Planning
Gather customer information — current system, company details, team, data availability
Determine migration path based on source system and data formats
Create migration plan with timeline and task sequence
Data Migration
Import or create chart of accounts (from template, CSV, or connector sync)
Import master data — customers, vendors, employees, items
Post opening balances — scan balance sheet for subledger accounts
For AR/AP accounts: ask for individual open invoices/bills (customer, amount, due date)
For FA accounts: ask for individual assets (description, cost, accumulated depreciation)
Verify opening balance against source system trial balance
Go-Live
Process gap period transactions (cutoff date to today)
Run reconciliation checks
Verify all periods can be closed
Confirm go-live readiness
VALIDATION GATE · 7 CHECKS

Every run
must pass.

If any checkpoint fails, the workflow stops and reports the issue. Nothing posts to the ledger until every check passes — the same dry-run-first discipline as the rest of the platform.

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

Knowledge you can read and edit.

Formulas, templates, and regulatory rules live in plain files — not hardcoded values. Swap them for your firm’s policies when you fork.

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 ARTIFI · OPEN FOR EVERYONE

Run it here.
Or take it with you.

Out of the box it works with the Artifi ledger: Claude fetches your data, runs the procedure, validates the result, and submits through the governed gateway via 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.

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