Software only helps once your team actually uses it. That is why every paid plan includes onboarding, and why it starts before your first invoice.
On every plan
- A welcome call to understand your business and agree on a go-live date
- A setup checklist inside your account, so you always know the next step
- Excel templates for importing masters such as items, parties or students
- Short recorded videos for each role, from owner to field staff
- This help centre, plus ticket support on your plan's SLA
By plan
Starter
One 60-minute live training session over video, and a review of your first data import before you go live.
Growth
Two live training sessions, and our team imports your masters and opening balances from the templates you fill in.
Enterprise
A named onboarding lead, a written implementation plan, a branch-by-branch rollout and on-site training at your office when needed.
A typical timeline
- Days 1 and 2: welcome call, account setup and user roles.
- Days 3 to 5: data import and print formats.
- Days 6 and 7: training and a trial run with real transactions.
- Week 2: go live, with daily check-ins for the first few days.
Need more help?
For bigger or more complex setups, add one of our services:
- Guided implementation for end-to-end configuration
- Data migration from Excel, Tally or older software
- Team training in English, Hindi or Odia
Tip: Name one person as your internal champion. Onboarding moves much faster with a single point of contact.
See service prices on the pricing page, or book a demo to plan your rollout.