As growing organisations mature, many finance teams hit the same wall:
Excel-heavy workarounds, entry-level tools stretched too far, and reporting that’s always a step behind the business.

In this on-demand webinar, “Beyond the Basics: How to Scale When Entry-Level Finance Tools Hold You Back,” AccountsIQ’s Andrew Faulkner explains how to move from starter systems and legacy on-premise tools to a modern mid-market cloud finance platform without the pain of a full ERP.

Drawing on his experience as both an onboarding consultant and now Sales Manager for Ireland, Andrew walks through:

• The real-world challenges of entry-level finance tools as organisations grow
• How AccountsIQ helps finance teams reduce manual work, cut spreadsheet dependency and improve control
• What multi-entity consolidation looks like when it’s done in one click, with FX and intercompany built in
• How the onboarding process works (typically 4–6 weeks: discovery, build, sandbox, go-live, first month-end)
• A live product demo covering the new homepage, approvals, P2P, reporting, dashboards, OData and consolidation

You’ll also see how AccountsIQ supports clients beyond go-live, with:

• A dedicated Onboarding Team who stay with you through first month-end
• A Support Team with industry-leading SLAs (1-hour response, ~27 minutes average)
• Named Account Managers focused on helping you embed features and optimise processes
• The CPD-certified AccountsIQ Academy for on-demand product training
• The in-product Help Hub and Roadmap where you can track releases and vote on upcoming features

When should we move on from entry-level tools like Xero, QuickBooks or Sage?
Andrew outlines typical trigger points: multiple entities, complex reporting, heavy spreadsheet usage, slow month-end, and the need for stronger approval workflows and audit trails.

How does AccountsIQ handle multi-entity consolidation?
The session shows one-click consolidation across multiple entities and currencies, with:

• Shared or aligned charts of accounts and analysis structures
• FX handling and consolidation adjustments
• Intercompany reporting and an intercompany matrix
• Group reports with full drill-down into each entity’s transactions

What does the onboarding process look like and how long does it take?
You’ll see a typical 4–6 week project covering discovery, solution design, sandbox build, user training, go-live and first month-end support, plus how opening balances are migrated once you close out your old system.

Can AccountsIQ reduce our manual workload and reliance on Excel?
The demo covers automation of:

• Purchase-to-pay (P2P) with approvals and matching
• Recurring sales invoices and batch emailing
• Fixed asset depreciation journals
• Reporting via standard reports, dashboards, and OData-linked Excel/Power BI models

How do approvals work in AccountsIQ?
Andrew shows how to:

• Set up approvers and substitutes (e.g. for holidays)
• Prevent users from approving their own documents
• Build multi-step workflows based on departments, GL codes, suppliers or amounts
• Use budget holder visibility so approvers can see relevant budgets before approving

What reporting and dashboard options are available?
You’ll see:

• Multiple P&L formats and other key reports (250+ in total)
• On-screen drill-down and export to Excel, PDF or Word
• Dashboards for AR, AP, banks, purchase commitments, financial overview and KPIs
• How to upload non-financial metrics (e.g. CSAT, headcount, MRR) and report on them
• How to use the OData connector with Excel/Power BI for live, refreshable reports

What ongoing support and training do we get after go-live?
The webinar explains the combination of:

• Onboarding team support through first month-end
• SLA-driven Support (~27-minute average response)
• Named Account Manager for strategic and process questions
• The CPD-certified AccountsIQ Academy
• The Help Hub plus the Ideas & Roadmap portal where you can vote on and track new features

‍

‍