Finance and ERP implementation
A finance system is only useful if the numbers reconcile and close takes less time. We set up the chart of accounts, invoicing, approvals, bank feeds and reporting, migrate opening balances carefully, and prove the first month closes cleanly before we hand over.
$12,500 fixed price$11,250 until Dec 31
- Duration
- 4 to 6 weeks
- Start
- Starts within 10 business days
- Delivery
- Remote, by senior engineers
Secure card or bank payment by Stripe. Prefer an invoice or purchase order? Request an invoice.
Checkout was canceled and you were not charged. You can book again at any time.
Included in the price
- Chart of accounts and tax setup for your jurisdictions
- Invoicing, bills and approval workflow
- Bank feeds and reconciliation rules
- Opening balances migrated and reconciled
- Management reports: P and L, balance sheet, cash flow
- Multi currency handling where you sell abroad
- First month close run with your finance team
A good fit if you are
- Companies closing the books in spreadsheets
- Businesses that outgrew a basic bookkeeping tool
- Finance teams inheriting a badly configured ERP
From booking to readout
Design
Accounts, taxes, approvals and reporting needs.
Configure
System setup, templates and integrations.
Migrate
Opening balances loaded and reconciled to your old reports.
Close
We run the first close with your team, then hand over.
Questions about the finance and erp implementation
Which systems do you work with?
QuickBooks, Xero, Zoho Books, NetSuite, Odoo and ERPSav. We recommend based on volume, currencies and reporting needs.
Can you fix a messy existing setup?
Yes. That is most of the work we do. We clean the chart of accounts and reconcile history before adding anything.
Do you handle tax filing?
No. We set the system up for your accountant and work with them. Filing stays with your tax adviser.
What about cost recovery?
ERPSav, our own cost recovery software, can run alongside the finance system and feeds recovered amounts back as credits.
Book the finance and erp implementation
$12,500 fixed price. Starts within 10 business days.