About Why Corellr Insights

Four Phase Delivery

Discover & Design, Configuration, Training, and Hypercare.

Fixed Price Engagement

Scope and fee agreed upfront, once design is complete.

Platform Agnostic Design

The right system for your organisation, not a generic recommendation.

Already selected your new accounting platform, or still deciding which one is right for you? Either way, we can help. If you know what you want, we handle the full design and implementation. If you're not sure yet, our RFP & Independent Selection service runs an unbiased evaluation to help you choose with confidence, before implementation even begins.

How it works

Four phases, from design through to your first live close on the new system.

01
Discover & Design

We map your business, then design the target system

We map your current Chart of Accounts, revenue streams, reporting lines, and every system your finance data touches, your CRM, payroll, and operational tools. From there we design the target architecture: what sits in the core ledger, what stays operational, and which platform actually fits your reporting and compliance needs, rather than a bloated Chart of Accounts.

02
Configuration

We build the platform to the design

The chosen platform is configured to the design, including revenue recognition workflows and integrations with your CRM, payroll, and operational systems, then tested against your actual historical data, not a demo dataset. Nothing goes live until it holds up under real numbers.

03
Training

Your team learns the system that actually matters to them

Hands on training built around how you'll use the system day to day, not a generic vendor onboarding session. We focus on the workflows that matter most: month end close, reporting, and reconciliation.

04
Hypercare

We stay close through your first live close

We stay closely involved through your first month end close on the new system, catching issues before they become habits and giving your team direct access to us while the new way of working beds in.

What you walk away with

A financial system built around how you work

Configured to your organisation's actual reporting and compliance needs, not a generic template.

Revenue recognition designed around your standards

Where your chosen platform supports it, automated workflows reduce manual deferral calculations sitting in a spreadsheet outside the system.

Integration with your CRM and payroll, where it's needed

Where your chosen platform and requirements call for it, your operational systems and your finance system can be properly connected, rather than left to manual double entry.

A trained, supported finance team

Confident using the new system, backed by hypercare through the first live close.

Common questions

How long does implementation usually take?

Most engagements run 8 to 14 weeks from kickoff to hypercare, depending on the complexity of your current systems and how many integrations are involved.

Do we need the Diagnostic or AI Data Readiness Assessment first?

Not necessarily, but it often helps. If your underlying data is genuinely messy, cleaning it before implementation avoids migrating the same problems into a shinier system. We'll tell you honestly if that's the case for you.

What happens if our team isn't ready to change how they work?

That's exactly what the Training and Hypercare phases are built to manage. We deliberately don't just hand over a system and disappear.

Is this a fixed price engagement?

Yes. Scope and fee are agreed upfront based on the Discover & Design phase, so there are no surprises partway through.

Fixed price, confirmed at proposal stage

Ready to build a system that actually fits how your business works? Get in touch and we'll scope the engagement against your current setup.

Contact Us

Not sure if your data's ready first? See the AI Data Readiness Assessment. Once you're live, the Quarterly Strategic Flight Check keeps the model accurate every quarter after.