Setup Services

While most users self-service onboard, we know some prefer it done for them!

FinOptimal can setup apps, cleanup prior accounting, or design workflows for you. Billed at $150/hr.

Examples of recent wins for users:

• Clean-up + Setup for Accruer (4 hour project): A new user inherited messy books from a predecessor and enlisted FinOptimal's help in cleaning up five (5) fixed asset accounts, the deferred revenue account, and setting up Accruer for all.

• Booker + Wrangler Workflow (2.5 hour project): A user routinely downloaded a report, modified it, and posted JEs. It took 1-2 days per month to execute. FinOptimal created a process using Wrangler + Booker, including writing custom formulas in Google Sheets, to automate the data transformation, saving them days each month.

• Wrangler Dashboard (6 hour project): A user manually downloaded several reports each month, then manually created rollups/management reports based on them. FinOptimal implemented Wrangler to stream the data, and wrote dynamic formulas with special toggles in Google Sheets to easily adapt the reporting without any manual work.

FinOptimal continues to provide free support weekly during office hours, and will trade emails via our support inbox to support async for free.