In this webinar, Senior Business Development Manager Andrew Faulkner explains what it really means to have outgrown your existing accounting software and how to plan the next step for your finance function. Drawing on experience from both implementation and advisory roles, Andrew outlines the common pain points finance teams face on legacy or entry-level platforms: heavy manual processing, limited analysis, siloed systems and slow month-end reporting. You’ll see where AccountsIQ fits in the market between small business tools like Sage 50, Xero and QuickBooks and complex ERP solutions such as NetSuite, SAP and Workday, and why it was built specifically as a true mid-market, cloud-native accounting platform.

The session then explores how AccountsIQ helps you modernise your finance function. Andrew walks through the platform’s core capabilities, including bank feeds and auto-reconciliation, integrated purchase order and AP workflows, the AP inbox with invoice capture and matching, and bulk payment runs that generate bank files and remittances in a few clicks. You’ll see how a three-tier chart of accounts, up to six dimensions (cost centres, departments, projects, regions, funds, etc.) and BI codes allow you to capture rich analysis at transaction level and then “slice and dice” performance by team, location, product, fund or business line. For groups, he shows how multi-entity, multi-currency consolidation provides one-click group reporting, intercompany tools and sub-consolidations for complex structures.

Onboarding and support are a major focus. Andrew explains the typical 4–6 week implementation led by a sector-experienced consultant, from discovery and system design (chart of accounts, analysis, tax, integrations) through sandbox build, training and go-live readiness. You’ll learn how AccountsIQ’s implementation team stays with you through your first month-end, how the QHub, Academy and CPD-accredited training support your team, and how a structured handover to the support and customer success teams underpins high customer satisfaction and fast response times. The webinar also covers how integrations with CRM, EPOS, ticketing, payroll and in-house systems are handled by an in-house integrations team using APIs or automated file transfers.

Finally, Andrew previews AccountsIQ’s new user interface and embedded dashboards, designed to make navigation simpler and give finance and non-finance stakeholders real-time visibility of P&L, cash flow, AP, AR and other KPIs. You’ll see how these dashboards support the shift from a reactive “Finance 1.0/2.0” model to a Finance 3.0 approach, where live data and accessible visual reporting help the whole organisation make faster, better-informed decisions. Whether you’re replacing an ageing on-premise system or have outgrown entry-level cloud software, this webinar will help you understand when to move, what to look for, and how AccountsIQ can support that transition.

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