Implementation Services

With our quick-to-implement capabilities you enjoy minimal installation time. You will be up and running in as little as two days – and probably a lot sooner. Whitebirch provides the fastest transition from accounting data to fully integrated financial plan.

With speed and flexibility in mind, we designed our integration utility to work with the industry standard, Excel. Regardless of the accounting package we create an interface to seamlessly import the account structure and historical data. If you prefer you can send us an income statement and balance sheet. It's that simple and that fast.

We will work with you to define the organizational structure and import your chart of accounts and historical data using our suite of integration tools. The output is a projection-ready model – income statement, balance sheet and cash statement. You'll receive immediate benefit from the built-in ratio analysis of your historical data and the data visualization tools, even before starting the budgeting and planning process .
Our implementation services are just the beginning. To make sure you get the most out of your investment you'll receive up to five hours of no-charge online training. You will develop the skills needed to create budgets, forecasts and plans based on your actual accounting structure and financial data.

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