Step 1
Scoping
Scope, owners and the expected result.
What we cover
- Your cycle, from order to cash
- The pain points, the roles and your goals
What we set up with you
- The scope and the owners
- The expected result and the starting point
Onboarding · Accounts receivable
Accounts receivable onboarding
From scoping to handover, until your team runs a routine and an exception on its own.
Key details
- Onboarding fee
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$ 3,500
one time - Training
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10 hours
By role, on your own tasks.
- Credit
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45 days
Training completed within this window: the $3,500 is credited on your next invoices.
- Subscription
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From $500/month
Iris, Billie and Nova plans, 1-year contract.
The plan, step by step
Eight steps, each with what we cover and what we set up with you.
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Step 2
Data
Connection, then a check with your accounting.
What we cover
- Balances, payments and credits
- Contacts and special cases
What we set up with you
- The connection to your accounting system
- Data accepted on a clear scope
- QuickBooks
- Acomba
- HubSpot
- CSV import
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Step 3
Adjustments
Priorities, cadence, messages, languages, backlog.
What we cover
- Your priorities, cadence and messages
- Languages, the backlog and exceptions
What we set up with you
- The reminder rules and templates
- A target routine, approved by you
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Step 4
Training by role
Finaxis and AI applied to your tasks.
What we cover
- Finaxis, task by task
- AI: understanding it and checking it
What we set up with you
- Exercises fitted to each role
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Step 5
Guided use
A first real cycle, with us.
What we cover
- Prioritise, check, prepare, approve
- Handle a reply and an exception
What we set up with you
- A first real cycle, on a representative scope
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Step 6
Measurement
A shared review.
What we cover
- How far you have come since the starting point
- Adoption and the quality of follow-up
What we set up with you
- A shared review and the last adjustments
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Step 7
Handover
Procedure, owners and agreed support.
What we cover
- Your routine, your exceptions and your responsibilities
What we set up with you
- The procedure, the owners and the agreed support
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Step 8
Adoption check
A review after a normal cycle.
What we cover
- Usage and difficulties, after a normal cycle
What we set up with you
- The next action, decided together
The training
10 hours
By role, on your own tasks: Finaxis, your data and AI.
Complete your training within the first 45 days and the $3,500 is credited on your next invoices.
The training covers
- The cycle from order to cash
- Reading and checking the data
- The routine in Finaxis
- Understanding and checking the AI
- AI applied to finance tasks
- Measuring, improving, handing over
At the end of onboarding
Your team runs a routine and an exception on its own.
What keeps onboarding simple
- One main accounting source
- Access and contacts ready
- Usable data that reconciles with your accounting
- Limited adjustments, decided with your manager
Scoped separately
- Redesigning a process
- Rebuilding a history
- A custom integration
If a condition is missing, we tell you and propose a prerequisite or a different scope.
Who takes part
- On your side
- A decision-maker
- An accounting reviewer
- The day-to-day operator
- Your IT
- On the Finaxis side
- An implementation lead
- An integration specialist
- A trainer
You leave with
- Data checked against your accounting
- Your priorities, cadence and messages, set
- A procedure, owners and agreed support
Questions
Another question? Talk to sales
A one-time fee of $3,500, which includes 10 hours of training. It comes on top of the subscription, from $500/month on a 1-year contract.
Complete your training within the first 45 days and the $3,500 is credited on your next invoices.
QuickBooks, Acomba and HubSpot natively, Xero, Sage Business Cloud and Odoo in beta. Other systems come in through CSV import, with no recurring sync.
A decision-maker, an accounting reviewer, the day-to-day operator and your IT.
When your team runs a routine and an exception on its own, and the procedure, owners and support are agreed.