Migration checklist
Replace your royalty spreadsheet with a governed close workflow
Use the checklist to move from workbook tabs to source-pack imports, product mapping, versioned rules, locked runs, statements, payment-ready exports, and payout confirmation reconciliation.
Spreadsheet tabs mapped to source imports, product mappings, payees, rules, statements, exports, and reconciliation evidence.
Self-serve migration steps that avoid calls, demos, or manual implementation before activation.
Proof checkpoints for source mapping, calculation run lock, statement generation, payment export, and confirmation reconciliation.
Use this asset
Move from one-off analysis to a governed close
The free asset helps you preview the workflow. A workspace adds source imports, mapping checks, calculation runs, statement output, payment-ready exports, reconciliation, and audit history.
- 01 Choose the closest source template and compare it to your current spreadsheet columns.
- 02 Load sample data or import a small production-safe test file.
- 03 Map products, payees, and royalty rules before calculating.
- 04 Lock a run, generate statements, and export payment-ready files.
- 05 Import payout confirmations and resolve partial, missing, extra, held, threshold, overpaid, or underpaid rows.
Product boundary
Allocora calculates, explains, exports, reconciles, and proves expected obligations. It does not move money, collect bank credentials, provide KYC/AML, or file taxes.
Next self-serve steps
Continue with the closest product page, calculator, or adjacent comparison. No meeting is required.
Turn this asset into a repeatable workflow
Create a free workspace, use sample data or templates, and review calculation evidence before external payout execution.