Quick and simple onboarding

We configure Smartbooks on your bookkeeping and reports. You'll see your own numbers in the system from day one — usually up and running within a week.

Our onboarding process consists of four steps.

Step 1

Demo & Connect

1 hour

Learn about Smartbooks capabilities
Connect your bookkeeping to Smartbooks

Basic reporting

Step 2

Actuals Reporting

2 – 4 hours

Adjust structures for P&L, Balance Sheet and Cashflow
Select and apply dashboard templates
Tailor dashboards and KPIs
Configure consolidation, if applicable

Tailored reporting

Step 3

Budget Modelling

2 – 4 hours

Share your current budgeting model
Configure the model in Smartbooks
Enrich the model with advanced planning templates
Enter the business drivers for the next budget

Dynamic planning

Step 4

Use and expand

Ongoing

Use the automatically generated reports
Generate more and better insights for the business
Respond reliably and quickly to ad-hoc questions
Manage how you share reports with the business

In control and proactively informing the business

Plan a demo

No obligations — directly followed by a free trial month.