What we migrate
Each migration runs end to end: discovery, transformation, validation and load, all managed by a dedicated Ylookup team.
Migration 01
Fund onboarding
Migrate historical fund-accounting data into your system of record
Map historical ledgers into your chart of accounts
Transform and extract from unstructured files into load-ready outputs
Reconcile against the source system
Automated loading at scale via API
A recent FIS Investran onboarding
Validated
Volume
500
funds
Efficiency
55×
Without Ylookup
8,750 hrs
With Ylookup
160 hrs
Real engagement outcome. Full timeline incl. data prep and human-in-the-loop review.
How it works
Four weeks from kickoff to load-ready output, versus a six-month conventional minimum.
Phase 1
Discovery & Validation
Data shared with the Ylookup team
Deep-dive into system architecture, business logic and success outcomes
Perform test runs; share and validate output
Milestone · Mutual alignment
Phase 2
Scale & Validate
Scale validated steps across the full migration population
Combined agent + human-led review; issues addressed before client delivery
Validation checklist provided to client
Outputs signed off by ex-Big 4 accountants
Phase 3
Sign-off & Load
Load-ready files delivered
Client reviews output summaries and audit logs prior to sign-off
Loading support (optional)
Milestone · Client sign-off
4 weeks
end to end
6 months
conventional minimum
The model
Fees are only invoiced on success of the project.
Invoiced only on success
Outcome-based, payable on success of the project. No success, no fee.
4-week end-to-end
vs. 6-month minimum
Contact sales
What’s included
A dedicated team that fully manages the project: AI-deployment and fund-administration specialists
All AI output subject to human-in-the-loop review (ex-Big 4 accountants)
Fully auditable outputs and summarization sheets for client review
System loading support (optional, if needed)