prosights
case studies

A broken M&A migration, rebuilt into one clean source of truth.

Person signing a business document at a desk

Post-M&A Data Migration

A PE-owned Nordic software company had grown through repeated acquisitions — inheriting ~700 customers whose contracts lived across five formats and four languages, in scanned PDFs and handwriting. A prior external migration loaded the data by how it was invoiced rather than what the agreements said, so ~90% of legacy contract dates were wrong, quote-to-cash was breaking, and no link tied CRM records to the signed agreements that governed them.


$5M+

revenue leakage recovered

3 month

saved vs a manual migration

~99.8%

extraction accuracy


Prosights deployed a custom ingestion and reconciliation layer that extracts every field with citations, validates it against a defined schema, and maps it into Salesforce — non-destructively, with a human-in-the-loop review layer.

The Challenge

Years of acquisitions and a hard CRM/ERP cut-over that left history behind. An external migration mis-set contract dates from invoicing cadence; multi-year agreements fractured into annual records; no identifier tied a contract to its source agreement — so every fix was manual and error-prone.

The Approach

Ingest every document and extract fields with source citations. Validate against a defined schema, flagging date, currency, billing-frequency and indexation mismatches. Map into an additive custom Agreement object linked to each account — never overwriting existing data — then link contracts to agreements.

The Build

A reasoning-based extraction engine that reads footnotes, tables and handwriting; a human-in-the-loop review surface; and a re-runnable ingestion pipeline that can be pointed at the next M&A deal without rebuilding.

The Outcome

A single source of truth across thousands of contracts, owned by the company — recovered revenue that had been leaking through mis-dated renewals, and a repeatable pipeline for every future acquisition.

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