Start with the data you already have.
Import, review and test your setup with AI assistance.
Bring in customers, suppliers, products and opening data. The Setup Agent checks the files, suggests mappings and settings, and helps your team review a working setup.
Turn existing files into a setup you can review.
Check duplicates, missing fields and opening balances before accepting an import. Then walk through a real workflow with the people who will use it.
What needs fixing before the import?
Review the file checks before accepting records into your setup.
Setup AgentIllustrative records| Check | Finding | Next step |
|---|---|---|
| Customer duplicates | 7 potential matches | Review and choose the account |
| Price currency | 3 missing values | Confirm the intended currency |
| Opening data | 1 difference | Reconcile with the source |
Resolve the exceptions, then test the workflow.
Confirm the mappings and settings, review the imported records and walk through a representative order before using the setup.
1 · It reads what you bring
Give it a CSV export or a Sage backup and it works out what is in it: customers, products, open balances, part-shipped orders. Before anything is imported, it flags what looks wrong, such as duplicate accounts, prices with no currency or stock that does not add up.
2 · It suggests your setup
Numbering, tax, locations, roles and approval limits, based on your data instead of a blank form. Every suggestion says what it was based on, and you can change any of them.
3 · It tests its own work
It helps your team review the import checks and walk through the proposed workflow before accepting the setup. Review opening balances, permissions and approval limits before processing live transactions. Posted financial records remain part of the audit trail.
You are never handed a blank system.
With most ERP systems, day one is a screen of empty settings and a PDF guide. Anything the Setup Agent cannot work out from your data, it asks about in plain questions about your business.
- No blank forms — every setting comes filled in with a suggestion and the reason for it.
- Problems show up before go-live — duplicates, missing currencies and stock that does not add up are raised while they are still easy to fix.
- Validate the workflow — review how an order moves through your proposed setup before processing live transactions.
- Review the suggestions — correct mappings and configuration before accepting them. Posted records are not disposable test data.
- Review before going live — validate your records and walk through the workflow with your team.
What onboarding costs.
An optional software add-on with a one-off starting price, separate from the onboarding included with your plan. It does not replace included guidance or buy a staffed implementation project. The standard setup-fee waiver does not include this add-on. Prices are in EUR and exclude VAT; confirm the scope and final quote before ordering.
| Plan | Plan price | One-off, from |
|---|---|---|
| Growth | From €599/month | from €1,799 |
| Scale | From €1,499/month | from €4,499 |
| PremierMost popular | From €3,499/month | from €10,999 |
| Enterprise | From €9,499/month | from €29,999 |
Related pages.
Frequently asked questions.
Is this a consultant, or software?
Software. The optional Setup Agent reads your data and suggests a setup, and you accept or correct each suggestion. Included onboarding guidance remains available under your plan. Agree any separately scoped implementation work before ordering.
What can I import?
CSV exports and Sage backups today. The agent works out what is in them (customers, products, open balances, part-shipped orders) and flags what looks wrong before anything is imported.
What if it gets something wrong?
Every suggestion says what it was based on. Review and correct it before accepting the import or configuration. Validate opening balances and permissions before processing live transactions; posted financial records remain in the audit trail.
How long does onboarding take?
Timing depends on your data, workflows and implementation scope. The agent checks the import and flags issues; your team reviews the configuration and validates the opening position before going live.
Start with a setup you understand.
Bring your existing data, review the proposed setup and validate it with the people who will use it.
Book a demo