Book a demo
Onboarding

Onboarding, without the disruption.

Two ways in, two timelines. Licence the platform and be live in one to two weeks. Or hand us the whole finance function and we'll build it properly — books clean, gaps closed, systems connected — in four to eight weeks. Either way, there's no gap in your numbers and no scramble for your team.

Book a demo →How it works
Two paths

Pick your way in.

The platform is the fast route. The managed service is the thorough one. You can start on the platform and add the team later.

The platform1–2 weeks
A few key details and a short set of onboarding sheets.
We configure your outlets, entities and chart of accounts.
We connect your systems and train your team.
Live and running on the software, fast.
The managed service4–8 weeks
We take the time to understand your business.
We clean your opening data and close any gaps in the books.
Then we run the whole function for you.
A finance function built on a foundation that's actually right.

The managed timeline depends on the state of your current books — the cleaner your opening data, the faster we're live.

The managed service · 4–8 weeks

We build it properly, then we run it.

We don't just switch on software and walk away. We learn your business and get your books to a clean, complete starting point — because everything we run afterwards depends on it.

01Discovery
02Clean-up
03Build
04Integrate
05Validate
06Go-live
07Run
01

Discovery

We learn your group — entities, outlets, systems and how you actually operate.

02

Opening data & clean-up

We assess the state of your books and clean your opening data, so what we run on is right.

03

Close the gaps

Whatever's missing or behind, we build it — so you start from a complete, accurate position.

04

Integrate & standardise

We connect your POS, inventory, banking and reservations, and standardise your processes on the platform.

05

Validate

We reconcile opening balances and validate the numbers with you before go-live.

06

Go-live & run

We take over the daily function — reconciliation, payables, reporting, tax and consolidation.

The platform · 1–2 weeks

Software set-up, not a finance rebuild.

Licensing the platform is quick: a few core details and onboarding sheets, then we configure your outlets and chart of accounts, connect your systems, train your team, and you're live — typically within one to two weeks.

Who does what

We do the heavy lifting.

Onboarding is mostly on us. Here's the short list of what we need from you.

We handleThe work
Understanding your business and structure.
Migrating and cleaning your data.
Closing any gaps in the books.
Connecting every system.
Validating opening balances.
Running it — or handing over a clean set-up.
You provideThe little bits
Access to your systems and historical records.
A kick-off conversation about how you operate.
Sign-off on the opening balances.
And then you get on with running the business.
No gap

Your numbers never go dark.

We run the transition so nothing is dropped between your old set-up and the new one. Your books stay continuous, opening balances tie out, and your data is yours throughout — accessible the whole way, and exportable if you ever move on.

1–2 wks
To go live on the platform.
4–8 wks
To a fully built, clean managed function.
No gap
Your books stay continuous through the switch.
Day one
A dedicated team from the moment you go live.
Map your timeline

See your onboarding plan.

Tell us your structure and the state of your books, and we'll map the exact path and timeline for your group.

Book a demo →See pricing