Bring Your Full Transaction History 
to NetSuite

For controllers and CFOs who need their data for audits, reporting, and AI. 100+ migrations, done in as few as 7 days.

See How It Works Talk to Paul
Paul Giese, founder of OptimalData, NetSuite data migration specialist

About Paul

I'm Paul Giese. Before I started OptimalData, I closed the books, prepared for audits, and built budgets on a small finance team at Surface Oncology. I know what it's like to be the person who has to answer for the numbers.

I've been in accounting, consulting, and audit since 2010, and now I do only one thing: data migration.  I've spoken on the topic at SuiteWorld, NetSuite's annual conference.  You're the one running the implementation, answering to your board, your auditors, or your CFO. My job is to make sure your data isn't the reason any of that gets harder.

We were in a time crunch, and Paul flawlessly migrated our data. We couldn't have done this without him.

Wayne Durrett, Chief Accounting Officer at Vineyard Capital Partners

We can tell the difference when our clients use Paul for data conversion. His work results in higher satisfaction rates for our NetSuite implementations.

Liz Keefe, Client Engagement Manager, Sikich

Paul managed our QuickBooks-to-NetSuite migration. It was smooth, and we were up and running quickly. Highly recommend.

Mary LeBlanc, VP of Finance, Akouos

Paul was a lifesaver on this project. His documentation and comparison reports streamlined the review process with our external auditors.

Amy Elazzouzi, VP of Finance, Aura Biosciences, Inc.

Paul advised us on complex chart-of-accounts mapping, so my team could focus on system setup. I'd use him again.

Pam Meneses, Corporate Controller, Vigil Neurosciences

Paul helped make our transition from QuickBooks to NetSuite a breeze. Taking the data exports, imports, and tie-outs off our plates was a huge help to the Finance team.

Michelle Buturla, Senior Director - Finance & Accounting, Treeline Biosciences

Could You Back Up a Two-Year-Old Balance?

Months after go-live, one client's auditor flagged a report that didn't tie. The migrated history had been reconciled at cutover, so it was ruled out fast.

22,000+

transactions migrated and reconciled for that client

2 years

of history, loaded and validated directly in NetSuite

18 months

of history NetSuite's AI needs to find patterns, available today for that client

How I Work With You

Most migrations get handed to a junior team member who rotates off before learning where the traps are. I've personally overseen all 100+ of mine. And I'm not your implementation partner: I own the migration so your partner can focus on process design and integrations.

One Contact

You work with me directly, from the first sales call to the final tie-out. No hand-offs.

Problems Already Solved 

The mapping problem you're facing has likely come up before. You get the fix, not the learning curve.

A Number You Can Call 

When your auditor has a question six months after go-live, you can call or text me directly.

See How It Works

"You can't bring over your detailed transaction history."

 Clients tell me their implementation partners warned them off it:

  • Too expensive

  • Too risky

  • It will never fully reconcile

That's a fair caution. I do it when the business need justifies it, so nothing gets left behind in your old system. 

Frequently Asked Questions

Got a go-live date on the calendar?

Tell me about it, and I'll tell you exactly what it takes to bring your full transaction history with you.

Talk to Paul

Resources

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