From the first call to the day your team works in the panel
What we do, what you prepare, how long it takes and what we sign.
The rollout is in the price, not beside it
The system is half the job. The other half is setting it up so that the numbers in Finances actually mean something.
Conversation and a map of the work
We show the panel live and ask how a job travels from enquiry to payment today. That produces the list of modules that make sense, and the ones that would only clutter the menu.
Account and modules
We create your account, switch on the chosen modules and turn the rest off. Sign-in with Google or Microsoft, no new password to remember.
Configuration for your firm
Sales and production stages, categories and services with prices, VAT and duration, working hours, lead sources and tax settings. This is the part that decides whether the numbers in Finances will mean anything.
Data and connections
Importing your client list from a spreadsheet or your current tool, wiring up the website form, Meta ads, Drive and email. You start with a database, not an empty screen.
People and permissions
Staff accounts, roles and individual permissions: who sees other people's leads, who sees amounts, who manages other people's calendars. Set once, calmly, before go-live.
Training and support
We walk the team through their daily path: not the whole panel, just the five screens they'll actually use. Then we stay reachable and add modules as the firm grows.
- How long it takes
- You have the account the same day. Full configuration with import and training usually takes a few days to two weeks, depending on how many modules are on and what state the data is in.
- Who does it
- We do. Configuration, data import and team training are part of the rollout, not a separately billed extra discovered after signing.
- How it's billed
- A one-off rollout fee plus a fixed monthly subscription for the system, hosting, updates and support. The subscription depends on the modules enabled and the number of users.
- Where the data lives
- In the European Union region, with a daily backup, an audit log and an isolated space for every account.
- How to leave
- A data export on request, no negotiation. When a subscription lapses the account switches to read-only, so nothing disappears before you've collected your own.
What you prepare on your side
Four things. None of them has to be perfect; we sharpen the rest during configuration.
A list of services with prices and rough durations.
Company working hours, and individual ones where they differ.
Your client base in any shape: a spreadsheet, an export from your current tool, even a list from your phone.
Company details and your tax setup, if tax and profitability should be counted from day one.
Paperwork we don't skip
Your clients' data will sit in this system, so we do the paperwork at the start, not after the first audit.
A data processing agreement (GDPR art. 28): you are the data controller, we are the processor.
Data in the EU region, encrypted, with a daily backup and an audit log.
Export and deletion of a specific person's data on request (rights under art. 15 and 17).
Tokens for Google, Microsoft and Meta stored only in encrypted form.
We switch on only the modules you use
More than twenty blocks, each with its own switch. You don't pay for screens you never open and you don't scroll a menu full of things that don't apply to your trade. Three items on the list are still in development and say so.
Tell us what you sell
Two or three sentences are enough: what you do, who for and what should change. We'll reply with an idea and a ballpark quote. The conversation commits you to nothing.
Contact directly
We usually reply within a day, faster on weekdays.