“From legacy to leading: how to switch to a new finance system stress free” is a practical, charity-focused webinar that walks finance leaders through exactly how to move from outdated, legacy accounting software to a modern cloud finance system like AccountsIQ—without disrupting day-to-day operations. Hosted in partnership with Charity Digital and led by Andrew Faulkner, Senior Business Development Manager at AccountsIQ, the session is designed for UK charities, non-profits and NGOs that are struggling with manual processes, complex SOFA reporting, restricted vs unrestricted funds, Excel-heavy consolidation, and limited insight from entry-level or on-premise systems. You’ll learn how to map your current chart of accounts and fund structure into a cleaner, future-proof design; how to improve charity reporting (including fund, project, department and location analysis); and how to use automation for AP, expenses, bank feeds, approvals and intercompany postings so the finance team can spend less time on data entry and more time on impact and decision-making. The webinar also covers how to plan and phase an implementation, who to involve beyond the finance team, whether and when to run systems in parallel, how to integrate with CRM, fundraising and donor platforms, and what “good” looks like in terms of vendor support, integrations and long-term scalability. If you’re asking “how do we switch finance systems in a charity without chaos?”, this on-demand session gives you a clear roadmap, common pitfalls to avoid, and real-world tips on moving your charity finance function from legacy to leading.