Cadence · Stage 3

The Foundations Your System Is Built On

Chart of accounts, item categories, tax codes, units of measure — agreed before anyone configures anything.

A consultant and client agreeing project scope and deliverables in a meeting

Why It Matters

Get This Right and the Rest Gets Easier

Structure Before Configuration

Your chart of accounts, categories, and codes are agreed before anyone builds workflows on top of them.

Built for How You Report

We design the structure around the financial and operational reporting your leadership actually needs, not a generic template.

AI-Drafted, Consultant-Reviewed

AI drafts the mapping from your current system and flags duplicates, gaps, and inconsistencies. Our consultants review every decision with your team.

Agreed in Writing

Nothing is loaded until the structure is confirmed. Deliverables, effort, and decisions are documented rather than left as verbal understandings.

Its Own Gate

Setup data is a stage, not a task squeezed between others. The project does not advance until this foundation is signed off.

How the Setup Data Stage Runs

Step 1

Review What You Use Today

We examine your existing chart of accounts, item categories, tax setup, and units of measure — including the parts your team has quietly outgrown and works around.
Step 2

Design the Structure

We propose account structures, categories, and classification schemes built around the reporting your leadership, your board, and your auditors need.
Step 3

AI-Drafted Mapping

AI maps your current structures to the new ones and flags duplicates, gaps, and inconsistencies for consultant review before anyone signs off.
Step 4

Review and Agree

Your team reviews every structural decision. Nothing is loaded until the structure is confirmed in writing.
Step 5

Load and Validate

Setup data is loaded into the new system and validated, so configuration planning starts on a foundation that has already been checked.
400+
Real Implementations Behind Every Signed Scope
90 Days
Target Go-Live Once Scope Is Signed
2x
More Consultant Time Spent On Your Scope, Not Paperwork