Step 1
Scoping
Your priorities and the sources to connect.
Onboarding · Financial analysis
Financial analysis onboarding
From your sources to your executive overview, with guided support included in the subscription.
Key details
- Subscription
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$ 700 /month
1-year contract.
- Onboarding
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Included in the subscription
Scoped with you.
- The price varies with
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The number of sources, which sources are connected and the type of support.
The plan, step by step
From scoping to handover, with your finance lead.
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Step 2
Connection
Your sources, linked to Finaxis.
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Step 3
Your overview
The views and indicators, built with you.
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Step 4
Handover
Access by profile, and how to read each view.
Who takes part
- On your side
- A decision-maker
- Your finance lead
- Your IT, for access
- On the Finaxis side
- An integration specialist
You leave with
- Your sources connected
- Your executive overview, built with you
- A view per profile, with its access
Questions
Another question? Talk to sales
Yes. The onboarding is part of the subscription, $700/month on a 1-year contract, and is scoped with you.
Any that give you a clear view of your operations and let you act: accounting, bank, payroll, CRM, purchase orders, timesheets, ERP, CSV or Excel files. We pick with you the ones that serve your first overview.
A decision-maker, your finance lead and your IT, for access.