Quick and Easy Onboarding

The onboarding process with Smartbooks is quick and straightforward. We provide support during the installation phase. If you know what you want, you can be up and running within a week.

We offer industry-specific and function-specific templates that accelerate the onboarding process and provide out-of-the-box financial best practices. Of course, these templates can be customized to meet your specific needs.

Our onboarding process consists of four steps, as described below:

Step 1

Demo & Connect
1 hour

  • Learn about Smartbooks capabilities
  • Connect your financial system to Smartbooks

Basic reporting

Step 2

Actuals Reporting
2 – 4 hours

  • Customise structures for P&L, Balance Sheet, and Cashflow
  • Select and customize dashboard templates
  • Adjust dashboards and KPIs
  • If applicable, configure consolidation

Comprehensive custom reporting

Step 3

Budget Modeling
2 – 4 hours

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

Dynamic planning

Step 4

Use and Expand

  • Utilize automatically generated reports
  • Generate more and better insights for the company
  • Respond reliably and promptly to ad-hoc queries
  • Manage how you share reports with the business

Keep the business informed in a controlled and proactive manner

The Smartbooks Customer Success team guides you through each onboarding step.

We recommend Best Practice FP&A solutions to help you get the most out of Smartbooks.