See it on your setup
For software vendors

Onboard more customers without growing the team.

Your best implementation consultant sets out how your finance system should be built, once. Every customer your team onboards runs from it.

Sales closes faster than services can onboard. Go-lives slip, and revenue waits on a senior who is on three other projects.

Your own team delivers your finance system three ways, because three seniors learned it three ways. The same product lands differently at every customer, and the support tickets come to you.

Hiring seniors takes months, and the knowledge leaves with them.

What you get back.

Implementation starts the day the contract is signed.

The customer gets their link before a kickoff is in the diary. By the time your consultant first looks, the agent has the entities, the year end and the shape of the chart settled.

Capacity that doesn't wait for a hire.

Ten customers this month and two next cost you the same. The agents run every conversation at once, and your consultants manage them, read the reasoning and sign off.

Every implementation runs from your best consultant.

Whoever on your team is on the project, the chart of accounts, the entities and the close land the same way. One specification, set out once, is what every customer runs from.

Go-lives pull forward, and so does the revenue.

Services revenue and the subscription both start sooner. That is the number the board sees.

Seniors stop being the bottleneck.

Juniors run projects that come back right, because the judgement is in the specification, not the person. People stay, because the work moved up.

If your delivery runs through partners, the argument for that is its own page. Partner networks

The queue that does not wait for a hire.

Signed customers arrive faster than a services team can start them. Here every one of them starts on signature day: several projects at once, each with what is settled and what it is waiting on. Your consultant's job in this picture is managing and signing off. The asking is never theirs to do.

Projects · your finance system
4 projects · 3 waiting on customer · 1 waiting for your sign-off
Customer
Settled
Waiting on
Harbourline Group
24 of 47
Customer
Sandsend Holdings
33 of 33
Your sign-off
Fellgate Marine
9 of 28
Customer
Bramwith Hotels
40 of 44
Customer
Wexcombe Glass Ltd · signed 09:12, started 09:12
0 of 44
Customer
Rudstone Timber Ltd · signed 09:40, started 09:40
0 of 41
Customer
Four customers, one consultant. Sandsend is finished and waits on you, not the other way round.
Wexcombe signed at 09:12 and had its link at 09:12. The agent is already asking about the business; nobody has booked a kickoff.
Two signed this morning, both started this morning. Ten this month and two next cost you the same.
Bramwith is done. Two now wait on your sign-off, and nothing waits on a hire.
Signed off and exported. Your consultant read the reasoning and signed; the asking was never theirs to do.

One specification. Every customer.

Your senior consultant sets out what a good implementation of your finance system has to settle, and why, once. Every customer your team onboards runs from it. What lands differs only where the customer's own answers do, and the reasons your consultant wrote travel into each.

Finance system · one specification, three customers
Set out once by your consultant
Harbourline Group
Sandsend Holdings
Fellgate Marine
Companies
9 under one holding company
3
12, two dormant
Cost centres
Shared across the group
Per company
Shared across the group
Approval limits
Per company: Scotland approves separately
One limit for the group
Per company
Fixed assets
Declined: none held
In scope
In scope
Why cost centres wait
Cost centres belong to a legal entity, so the companies are settled first.
The same sentence.
The same sentence.
Your consultant set out what a finance implementation has to settle, in what order, and why. Harbourline runs from it.
Sandsend runs from the same specification. Cost centres are per company because that is Sandsend's answer, not a consultant's habit.
Fellgate too. Where the answers match, the configuration matches, byte for byte, whoever on your team delivered it.
Three customers differ in three rows, and every difference is the customer's own answer. The reason for the order is yours, and it says the same thing at all three.

Capacity, at your cost.

Released consultant days are more implementations the same team can onboard this year, and that is recurring revenue you did not have. The model below is set to software vendor and to the finance project fee. Put your own numbers in.

See it on your system.

A 20-minute call. Bring the implementation workbook your team uses today.

See it on your setup