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Core plugin · arfiti-core-implementation-consultant

Implementation Consultant

v2.0.0MIT4 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.

Open on GitHubContact sales

Four commands.
Three procedures.

All of them run inside Claude against the governed ledger.

  1. 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.

  2. 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.

  3. 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.

  4. 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.

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

Discovery & Planning
  1. 01
    Gather customer information — current system, company details, team, data availability
  2. 02
    Determine migration path based on source system and data formats
  3. 03
    Create migration plan with timeline and task sequence
Data Migration
  1. 01
    Import or create chart of accounts (from template, CSV, or connector sync)
  2. 02
    Import master data — customers, vendors, employees, items
  3. 03
    Post opening balances — scan balance sheet for subledger accounts
  4. 04
    For AR/AP accounts: ask for individual open invoices/bills (customer, amount, due date)
  5. 05
    For FA accounts: ask for individual assets (description, cost, accumulated depreciation)
  6. 06
    Verify opening balance against source system trial balance
Go-Live
  1. 01
    Process gap period transactions (cutoff date to today)
  2. 02
    Run reconciliation checks
  3. 03
    Verify all periods can be closed
  4. 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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Your procedures,
written down.

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

Contact sales