Onboarding is on us.
No implementation fee. No SOW. No three-month roll-out. We sit with you and have it running before the next close.
Most finance tools sell you the software and then hand you off to a partner for an implementation project. We don't. Onboarding is included - the same team that builds WorkTiles helps you stand it up.
We set it up. You run it.
Onboarding is included in the price - no separate implementation fee, no consulting hours, no SOW. The same person who shows you the demo helps you stand the system up.
We sit with you, model the work the way your team actually runs it, import your trial balance and historical data, and hand you a system that's ready on the first day of the next close.
Six steps from kickoff to go-live
- 1. Kickoff (week 1) Thirty-minute call with the people who actually do the work. We learn your entities, your close calendar, your team structure, and the friction points worth fixing first.
- 2. Workflow modeling (week 1–2) We model your monthly close - month-end activities, reconciliations, variance, consolidation, cash flow - as workflows in WorkTiles. You review, we adjust.
- 3. Data import (week 2) We import your chart of accounts, opening balances, last few months of trial balance data, and any reconciliation history you want carried over. You verify against what you have today.
- 4. Team onboarding (week 2–3) A short live walkthrough for the team - the close grid, the personal board, the recurring activities. Most people are productive within the hour.
- 5. First close together (week 3–4) We run the first close alongside your team. When something feels off, we change it on the spot. By signoff, the system reflects how you actually work.
- 6. Hand-off We're still on Slack and email after that - but you don't need us to run the system. Most teams stop pinging us within a few weeks.
What we'll need from you
A current chart of accounts. The last few months of trial balance data, ideally as Excel or a SIE export. A list of accounts that get reconciled today and who owns them. Your close calendar - even if it's a sticky note.
- No data engineering required We handle the import. Excel or SIE files are fine - no API integration needed unless you want one.
- No long discovery phase We don't sell discovery. Most teams are running their first close in three to four weeks from kickoff.
- No surprises The price we quote is the price. Onboarding is included. You add seats as you grow - that's it.
Run finance with less friction.
And more control.
Book a 30-minute demo. We'll show you the close, the recurring work, and how onboarding actually goes.