Once you've booked your discovery call, we will agree a time that's convenient for you to show you a walkthrough of all the great things XfE can do. This is normally a couple of hours to allow a deep dive into your requirements.
After your demonstration, you will receive a personalised proposal breaking down the next steps.
At this meeting we will check in to make sure you are ready to dive into the world of stress free accounting! At this meeting we will walk you through the project plan and outline key milestones for a successful transition, including adoption of Chart of Accounts and data requirements.
We will check in to discuss the scheme of delegation and agree chart of accounts to import, ensuring that we can start to build your site.
Your new system is being built alongside some reporting templates ready for you to hit the ground running when you are live.
We will collate and review the data to be transferred to XfE for the migration to take place.
Time to make managing your finances easy
Connecting your bank account for live bank feeds.
Enhancing reporting suites for your trust, coupled with training on how to maintain these yourself.
Q & A call shortly after you go live.
Our team makes XfE what it is. From helping you with migration, to creating a seamless experience with our software, we are always available for support and are here to help.
We believe in a "little but often" approach to training. We do not stipulate a set number of training sessions as standard; we will make sure you are happy with the system. This is your system, and we are here to make you feel as comfortable as you can be. It's the way a collaborative relationship should be!
This length of time will depend on the size of the trust. On average it takes 6 weeks from starting the project to going live.
Absolutely, this will be customisable and we can discuss access individuals, or groups, will require.
You certainly can! You have access to this 24/7 and can generate reports at the click of a button.
Yes, the data will be presented in real time, allowing fast decisions to be made instantly.
We are proud to say we have direct links to the Department for Education website for AAR automation and are working with them on further automations.
We offer a help desk where you can submit your questions. The team will usually respond within an hour, during office hours.
Yes, absolutely! Whether you're a maintained local authority school, Single Academy Trust or a Multi Academy Trust we will be able to support you on your journey.