Onboarding

Every product has its plan, from scoping to handover. Here is what we do with you, step by step.

The onboarding plans

  • Financial analysis

    Your sources connected and an executive overview built with you.

    Included in the subscription

    Part of the subscription, $700/month.

    4 steps

    1. Scoping
    2. Connection
    3. Your overview
    4. Handover
    See the plan

  • Operations and billing

    An engineer observes, designs and automates with your teams.

    Forward Deployed Financial Engineer

    Engineering time quoted by sales, on top of the subscription.

    4 steps

    1. Observe
    2. Design
    3. Automate
    4. Hand over
    See the plan

  • Accounts receivable

    Your data checked, your routine set, your team trained.

    $ 3,500

    one time

    10 hours of training included. The amount is credited on your next invoices when the training is completed within the first 45 days.

    8 steps

    1. Scoping
    2. Data
    3. Adjustments
    4. Training by role
    5. Guided use
    6. Measurement
    7. Handover
    8. Adoption check
    See the plan

Complete Finaxis suite

Onboarding is scoped with you, product by product.

Talk to sales

The same thread, from one product to the next

  1. Scope

    Your priorities, the scope and the owners, before anything starts.

  2. Set up with you

    Connection, settings or automations, depending on the product.

  3. Hand over

    Access, the procedure and the documentation, so you stay in control.

Questions

Another question? Talk to sales

It depends on the product. Accounts receivable: $3,500 one time for 10 hours of training, credited on your next invoices when the training is completed within the first 45 days. Financial analysis: included in the subscription and scoped with you. Operations and billing: time with a Forward Deployed Financial Engineer, quoted by sales.

Onboarding for the complete suite is scoped with you, based on the products and the order in which you set them up.

Let's plan your onboarding

Reply within 24 business hours.

Talk to sales See pricing