SERVICE 03
ERP Solutions
A finance system should reflect how your business actually operates. We implement and configure ERP software led by accountants, not just software consultants.
INTRODUCTION
Systems that serve your finance team.
We implement and configure accounting and ERP software for businesses that have outgrown spreadsheets or off-the-shelf tools. Implementation is led by practising accountants who understand the end output — not consultants working from a feature list.
Chart of accounts, cost centre structure, approval workflows and reporting templates are set up to match your actual business — so what comes out of the system is immediately useful to management and auditors alike.
Post go-live support is included as standard, along with staff training and the option of ongoing managed accounting using the same system.
Capabilities
Engagements are scoped individually. These are the services most often requested.
ERP Implementation
End-to-end implementation of Microsoft Dynamics 365, Odoo and QuickBooks including data migration and chart of accounts setup.
System Configuration & Customisation
Approval hierarchies, cost centres, multi-currency setup and reporting dimensions tailored to your operational structure.
Data Migration
Clean migration of historic transactions, open balances and master data from legacy systems with reconciled cut-over.
Management Reporting Design
Custom dashboards and automated report packs that give management the numbers they actually need, on the timetable they need them.
Staff Training
Role-based training for finance teams, department heads and approvers — delivered on-site or remotely over the go-live period.
Post Go-Live Support
Ongoing system support, period-end checklists and health-checks to ensure the system stays accurate as the business evolves.
HOW WE HELP
The questions a system should answer.
The most common ERP failures happen because the system is configured by people who understand software but not accounting. We design the chart of accounts, cut-off procedures and period-end process before a single transaction is entered.
Data cleaning is part of the migration scope. We reconcile opening balances against your last audited statements so the new system starts with figures you can trust.
Training is role-specific and hands-on, using your own data. We do not run generic demos — staff leave knowing how to handle their actual day-to-day transactions.
Yes. Managed accounting using your ERP is one of our most common follow-on engagements. You get the system and the finance function to run it.
Where ERP implementation matters most
Growing SMEs
Businesses moving from Excel or basic accounting software need a system that can scale without being rebuilt each time headcount doubles.
Manufacturing
Inventory, work-in-progress, cost of goods and procurement all need to feed the same ledger with no manual re-keying.
Multi-entity Groups
Intercompany eliminations, consolidated management accounts and group cashflow can be automated once the chart of accounts is standardised.
Audit-Bound Businesses
When a system is set up with audit in mind — trail, cut-off, reconciliation — fieldwork is faster and the management letter is shorter.
Our approach
Discover
We map your current processes, reporting needs and pain points before recommending a platform.
Design
Chart of accounts, workflows and reporting structure are agreed before configuration begins.
Build & Test
System is configured, data is migrated and parallel runs confirm accuracy before the old system is retired.
Train & Support
Role-specific training, go-live support and post-implementation review at 30 and 90 days.
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