A detailed accounting system RFP with accounting software selection toolkit to accurately evaluate and select accounting software that best meets your organization's accounting software requirements, all at the LOWEST Total Cost of Ownership (TCO).

Software Selection Guide

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Accounting Software Selection

Use this UNBIASED accounting system RFP with integrated accounting software selection toolkit and guide to select accounting software that best fits your unique requirements. You will:

  • Prevent Overlooked Requirements
  • Accurately Evaluate Vendor Accounting Software Proposals
  • Compare Heat Map Analysis of Software Strengths & Weaknesses
  • Enjoy Fast, Smooth System Implementation
  • Control Implementation Costs
  • Insure Maximum Mobile App Integration
  • Utilize Effective Dashboards
  • Optimize Compliance Processes
  • Reduce Training Costs
  • Minimize Ongoing Support Costs
  • Save Weeks, even Months, of Time

    Choose the correct accounting software more easily. Use this RFP / Requirements Checklist and selection tools anywhere offline or over the Web (via Microsft OneDrive) for maximum collaboration as needed.  Effectively communicate software feature IMPORTANCE to vendors, then use CUSTOMIZABLE SCORING to accurately make the BEST accounting software selection OPTIMIZED for ALL your needs!

    Accounting Software RFP -       (4,254 Criteria)  

    This easily modified Accounting Software RFP template contains 4,254 requirements enabling it to query vendors about everything needed to successfully select the best accounting software for your organization. Each RFP requirement is described in full sentences (not just cryptic jargon) written by accounting software professionals to clearly convey your needs to vendors.

    Also included is a complete vendor RFP Response Evaluation Toolkit and Guide, enabling you to save time & money during ALL steps of your accounting software selection and implementation process, from Initial Planning to Requirements Collection to Going Live.

    Use this RFP template to quickly obtain truly meaningful, consistent, and easily evaluated vendor RFP responses (proposals) specific to your organization's unique needs.  Accurately perform "Apples-to-Apples" comparisons of competing accounting software products at the individual feature level.  The RFP contains criteria for:

  • System Global Issues
  • General Reporting
  • Mobile Accounting Apps
  • Dashboard Capabilities
  • External System Integration
  • Web Enabled Functions
  • User Interface
  • Service Level Agreements
  • Chart of Account Maintenance
  • Inventory Management
  • General Ledger Processing
  • Item Master Information
  • General Ledger Reporting
  • Inventory Item Processing
  • Fixed Assets
  • Quality Check Facility
  • Depreciation
  • Inventory Analysis
  • Asset Lifecycle Management
  • Inventory Inquiry & Reporting
  • Financial Reports
  • Job Cost Functions
  • Payroll Processing
  • Job Costing Inquiries & Reports
  • Department Functions
  • Project Cost Functions
  • Payroll Reports
  • Project Costing Reporting
  • Employee Record Keeping
  • Customer Order Entry
  • Purchase Order Management
  • Packing Slip Preparation
  • eProcurement Interface
  • Invoice Preparation
  • Purchase Order Processing
  • Picking List Topics
  • Purchasing Reports
  • Warranty Issues
  • Contract Maintenance
  • Cash Management
  • Contract Monitoring
  • Cash Reporting
  • Contract History Logging
  • Accounts Receivable (AR)
  • Accounts Payable (AP)
  • Customer Master File
  • Budgeting
  • AR Transaction Processing
  • Budgeting Reporting
  • AR Inquiries & Reporting
  • Document Capture
  • Document Retrieval
  • Business Intelligence
  • Workflow Processing
  • System Configuration
  • System Implementation
  • Security Saas/Cloud
  • Initial Costs
  • Cloud Configuration
  • Cloud Administration
  • System Support
  • Ongoing Costs
  • and Much More...
  • and Much More...
  • Follow this link to view a MORE DETAILED list of the criteria categories.

    Very different from other RFPs, the Infotivity accounting software RFP template utilizes built-in response management and evaluation tools to provide capabilities and benefits significantly better than those of a template that simply lists accounting software features.  It literally becomes a knowledge repository and system management tool useful over the life-cycle of your accounting software system.  This RFP template is organized by business process for easy reference, and provides the detail needed to:

  • Collect Your Accounting Software Requirements Easily & Accurately:

          Quickly Identify the Functions & Features You Need Using a Detailed Checklist
             - Avoid Overlooking Key Requirements
          Send a Needs Survey to Users - Jog User Memory & Gather Unique User Needs in Detail!
          Ideal for GAP-Fit Analysis
          Easily Add Your Organization's Unique Needs & Requirements

  • Clearly Communicate Your Organization's Needs to Vendors:

          All Requirements are Presented to Vendor Using Full, Easy-to-Understand Sentences
             instead of Ambiguous, Easily Mis-Understood "Feature-Speak"
          All RFI/RFP Templates Provide Full On-Line Help
          You Can Provide Full Instructions to Vendors as Needed
          Unlimited Space for Your Company Background, Current System, & Project Goals
             for ensuring vendors fully understand your organization's needs & goals.

  • Obtain Clear, Concise, & Easily Evaluated RFI/RFP Responses from Vendors:

          Response Format Enhances Software Selection & Implementation Decision-Making Data
          Speedy Response Entry Process Increases Vendor Response Participation and Accuracy
          Learn Eactly Which Features, Functions, & Processes are Provided by Each Proposed System
          Complete Vendor Response Validation Ensures Easy, Accurate "Apples-to-Apples" Comparison

  • Identify & Mitigate Risks - Eliminate System Implementation Surprises

          Special Vendor Response Set Identifies both IF a Feature is Being Delivered
              and Also HOW It will Be Delivered.
          A RISK Assessment Score is Assigned to Each Feature's Delivery Method.
          Overall Supportability is Determined from Total Risk Assessment Score.
          Color-Coded Comparison Matrix Shows Where Risk Mitigation is Needed at the
             Process Feature Level.

  • Manage Implementation Costs More Effectively:

          Cost Matrix Cross-References Feature Delivery with Enhancement Costs
          Easily View the Status of Required System Customization Tasks
          Enables Accurate Tracking of Individual Features and Enahncements
          Track Implementation Progress & Payments Using "Earned Value Management" Techniques.
          Ensures You Receive What You have Contracted For (& Are Being Charged For!)

    (See bottom of this page for Pricing information.)


    Vendor RFP Response (Proposal) Evaluation Toolkit

    accounting evaluation   INCLUDED with this accounting software RFP Master is a full set of Vendor RFP Response (Proposal) Comparison/Evaluation Matrix tools and guides that enable extremely precise evaluation of accounting system proposals.  All comparison and evaluation functions can be tailored to utilize your organization's actual business priorities at the detail feature level.  Make choosing software easier! For more information on these accounting software evaluation & comparison tools Click Here!

    RFP template example

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    Purchase and download the full Accounting Software RFP Master with Guide & Toolkit by clicking the "Add to Cart" button below to use our online order form and Secure Checkout.

                   Accounting RFP Master: $299.00 US      
    If you have questions, please Contact Us.                (Secure Check Out)

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