Master Data Clean-up for NetSuite Migration
How we helped a company consolidate legacy ERP data when Excel failed and the Big 4 cost too much.
The Problem: Dirty Data vs. Hard Deadline
A mid-market company was migrating from Business Central (and other legacy systems) to NetSuite. They had multiple subsidiaries operating on different platforms, resulting in a massive "vendor master" and "item master" list.
The issue? The data was full of duplicates across entities, but the naming conventions weren't identical. They couldn't just migrate the data as-is, or the new NetSuite instance would be polluted on Day 1.
Why Excel Failed
- ✕VLOOKUP: Failed because names weren't exact matches.
- ✕Fuzzy Match: Produced inconsistent results (false positives) that required manual review of thousands of rows.
- ✕Manual Review: Estimated to take hundreds of man-hours they didn't have.
The Solution: AI-Powered Semantic Matching
We built a custom automation to ingest their data across all subsidiary ERPs and find every record that closely resembled a match using AI—not just string matching.
Deep Semantic Search
Our tool understood that "State of CA" and "California Revenue Dept" are the same entity, even if they share zero words.
Confidence Scoring
We assigned a % score to every match. 99% matches were auto-merged. 70-90% matches were flagged for quick human review.
Clean Output
The final output was a clean CSV ready for the NetSuite implementation team, with all duplicates mapped to a single "Master ID."
| Legacy System A | Legacy System B | Automation Result |
|---|---|---|
| State of California Revenue Department | CA Dept of Rev | ✅ Match Identified (High Confidence) |
| LegalZoom | Legal Zoom, Inc. | ✅ Match Identified (High Confidence) |
| Amazon Web Svcs | Amazon.com | ⚠️ Flagged for Review (Medium Confidence) |
The "Automated CPA" Difference
Quote for a similar data cleansing project.
Custom built. Delivered in 5 days.
"It saved them thousands of dollars and man hours and also contributed to accuracy and set the ERP migration up for success."
Timeline to Value
Pick one painful close task. We’ll automate it.
Assessment + prototype cost $0. If you don’t like it, walk away.