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Accounting Software Selection

Requirments, RFP Template, & Evaluation Matrix to
select accounting software best suited to all of your accounting needs.
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Select Accounting Software


Accurately!   Quickly!   Reliably!

Accounting Software RFP Template & Software Selection Toolkit - 4,254 Criteria - Updated Monthly

Accurately select accounting software best suited to your company's needs by using these unbiased requirements, RFP template (model), evaluation matrix, and software selection templates.  These easy-to-use templates are pre-loaded with over 4,254 Accounting System Selection Requirements, and will save you time and money during each step of the accounting software selection process.

Purchase all the templates listed below bundled together at a significant discount, or purchase each separately, as your project needs require.

Accounting System Selection Made Easier


The state-of-the-art templates listed below include over 4,254 accounting system selection criteria to make the entire accounting software selection process easier, faster, and more accurate. Get everything needed to clearly identify requirements, distribute a meaningful RFP, hold demonstrations, evaluate vendor proposals, & accurately select accounting software:

  • Accounting Requirements with Fit/GAP Analysis - Identify ALL crucial accounting software selection needs.

    Today's accounting expert consultants stress that you must first determine your accounting requirements before trying to select accounting software.  But just what does the phrase "determine your accounting software requirements" really mean?  Efficiently managing the accounting environment involves many critical requirements and raises many questions.

    This Requirements Checklist with Fit-GAP analysis will help you identify your company's unique accounting system requirements, and answer many questions crucial to successful accounting system selection and implementation.

    • Identify your organization's unique and hidden accounting requirements. Answer questions such as "How can accounting software best improve my inquiry to cash cycle?" or "How can an accounting system reduce posting errors?", plus many others. All good questions when trying to select accounting software.
    • Identify the RFP questions needed to pick the best accounting software for your organization.
    • Determine if your current accounting system needs or problems are caused by workflow or software deficiencies.
    • Identify the solution to each workflow issue or accounting software deficiency.
    • Determine the priority of mitigating each need or problem be.
    The Accounting Requirements Checklist with Fit-GAP presents hundreds of operational accounting criteria in a form useful for performing the above, all required to selecting the best accounting software system. (View Screens w/Sample Requirements}


  • RFP Templates - Cut RFP preparation time by up to 90%. Obtain vendor proposals that address your needs.

    This RFP template enables you to precisely communicate your company's unique accounting requirements to vendors, and then elicit consistent, easily evaluated and compared answers from those vendors about HOW they will provide a accounting system solution tailored to your needs in these areas:

    • Software Configuration
    • General Ledger
    • Fixed Assets
    • Budgeting
    • Cash Management
    • Financial Reporting
    • Client Web Interface
    • Accounts Payable
    • Accounts Receivable
    • Quote Processing
    • Sales Order Processing
    • Inventory Management
    • Procurement
    • Contract Administration
    • Payroll
    • Payroll Card Processing
    • Business Continuity
    • Comprehensive vendor proposal evaluation and comparison templates are included!
    •     (View RFP Template, Sample Criteria, & Response Evaluation Screens)
    This RFP template for an accounting software system enables you to quickly and reliably select a accounting software system best for your needs.


  • Accounting Software Evaluation - Easily and accurately compare and evaluate accounting software proposals, then select the accounting system best for your needs!        

    This toolkit includes a comprehensive set of vendor RFP response (proposal) evaluation tools that enables you to quickly and accurately compare vendor accounting software system proposals to your company's requirements and to each other. A detailed "side-by-side" response comparison matrix with heat map, scorecard, and 3-D bar Charts are displayed about:

    • Weighted Grade Score
    • Supportability Score
    • Vendor Response Quality Analysis
    • Detailed Heat Map
    • Proposed System Feature Comparison
    • Vendor Capabilities Profile
    • Extensive Financial Ratios
    • Payback Analysis
    This set of vendor response evaluation templates for accounting systems ensures impartial and accurate analysis of all competing vendor accounting software proposals at the weighted grade score, supportability, and financial levels, all to assist you in selecting the best accounting software system for your needs.


  • Demonstration Script - Ensure vendors present meaningful demonstrations tailored to your accounting needs. 

    Included in this Toolkit is an in-depth accounting software demonstration script (a.k.a. a "demo" or a presentation script) that ensures ALL vendors demonstrate ALL of the software functionality important to your company's needs, and show them consistently in the SAME presentation sequence order. This ensures each vendor accounting demonstration can be easily evaluated and compared with others. This accounting demo script template provides the following benefits:

    • Scheduling Function allows different groups of demo attendees to be scheduled for specific time slots. Demonstration sessions can be scheduled over several days.
    • Organized by Departmental Business Function, enabling different user attendee groups to see just those functions specific to their daily needs.
    • Quantitative Scoring ensures accurate, meaningful ranking of all demonstrations.
    • Side-by-Side Comparison of all vendor accounting presentation assessments at the detail level
    • Heat Map Color Highlights the strengths and weaknesses of each accounting system demonstrated.
    Use this accounting software demonstration script template to ensure that vendors show how their proposed system supports complex tasks and/or mitigates time consuming exceptions to standard business processes, or clear up any confusion found in their RFP response. Visual inspection is worth 10,000 words when choosing accounting software.


 

Select Accounting Software Reliably

Make choosing an accounting software solution easier and more reliable.  These accounting software evaluation & selection templates use quantitative accounting system criteria and other techniques to enhance the reliability of each step in the software selection process to:

  • Prevent Fatal Omissions - 4,254criteria ensure all industry standard accounting requirements are addressed.
  • Ensure Accurate Accounting Software Evaluation - "Apples-to-Apples" comparison of accounting systems based on your requirements. Vendor RFP responses can be compared in both detail and graphical forms to ensure accurate accounting software selection.
  • Avoid Mistakes - Obtain accounting software proposals in a consistent, easily compared and evaluated format through the use of built-in, automated vendor input validation.
  • Save Valuable Time - Eliminate wasted time spent manually clarifying, scoring, and evaluating vendor proposals, and quickly choose the best accounting software, all through the use of Automated vendor response scoring that eliminates the need to manually score thousands of vendor replies.
  • Select the best accounting software solution using meaningful, actionable informarion.
 

Accounting Requirements Checklist

This detailed accounting software requirements checklist with a full GAP-Fit analysis matrix covers all standard accounting operational issues, and will significantly reduces the time needed to fully identify and prioritize all of your firm's accounting system selection requirements, sometimes by as much as 90%.

View Screens...
accounting requirements matrix
QUICKLY & ACCURATELY IDENTIFY ALL ACCOUNTING REQUIREMENTS - Save weeks, even months, of time when identifying your accounting software needs by using a detailed requirements checklist that queries users about their needs in all accounting business processes.

Comprehensive Fit/GAP ANALYSIS Features are provided in this accounting user requirements checklist to help you quickly identify, categorize, and prioritize accounting software requirements and user needs. Quickly obtain the information needed to accurately select the accounting software system best for your needs. Customizable attributes suitable for use in any accounting system environment such as SAP, Oracle, Siebel, MS Dynamics, and all others.

  • Avoid Overlooked Requirements! - This checklist comes with a pre-loaded repository of hundreds requirements, guaranteed to address all aspects of a accounting system.  Streamlines your accounting software selection project immediately since the chances are very good that it will remind someone of something they forgot!

To view Accounting System Requirements Checklist detail please click this button:
 
View Requirements Checklist
(Checklist Also Available Separately)


 

Comprehensive Accounting System Requirements

Eliminate wasted time during the accounting selection process!  Minimize the risk of picking the wrong system. Reduce the time spent researching and developing requirements from scratch, since all tools are ready-to-use with a list of over 4,254 Accounting software selection requirements (categorized below).  This enables you to immediately conduct user needs surveys, query vendors about complex accounting software systems, and conduct effective software demonstrations - everything needed to select accounting software successfully!

accounting software requirements

If you don't see what you need, or have questions about what type of accounting software system is best for your operations, please Contact Us!  We have more than 30 years of direct "hands-on" accounting software experience in operations ranging from small manufacturing to Walmart. Our advice and support is always free!

 
 

RFP Template

Accurately choose the BEST accounting software by querying vendors about all of your firm's specific accounting software needs. Prevent do-overs that waste time and money. Start your project on the right track by using well-focused accounting software selection questions to obtain better, more precise information from vendors, and then evaluate and select accounting system software based on your exact needs.

View Screens...
Quickly create an RFP tailored to your specific accounting requirements.  Designed by experts to select accounting software, this detailed yet easily customized Request for Proposal template comes pre-loaded with thousands of software selection requirements guaranteed to address all industry standard and many "exception case" accounting system issues.
  • EVALUATE ACCOUNTIONG SOFTWARE RELIABLY! - Accurately Compare and Evaluate Vendor RFP Responses! Accounting Software Response Evaluation Tools are included! A detailed set of ratios, comparisons, and scorecard functions analyze each vendor RFP response to ensure selection of the accounting software proposal best suited to your needs.

To view accounting software RFP Template and Evaluation Matrix screen samples please click this button.
 
View List of RFP Templates
(Templates Also Available Separately)


 

Accounting Software Demonstration Script Templates

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ACCOUNTING SYSTEM DEMONSTRATION SCRIPTS - The purpose of a accounting software demonstration is to investigate and illustrate the potential strengths and weaknesses identified in each vendor RFP response (proposal). Make sure all vendor accounting system demonstrations consistently address these issues as well as your firm's overall requirements. This template enables each http://www.infotivity.com/t4ultbe2-x~l-s~Yqp4/FIT-GAP-MSTRIX-only-general-purpose/ accounting software selection team member to consistently score each demonstration based on his or her priorities. View details and examples for Demonstration Script template capabilities.

  • This template is ideal for managing on-site demos that may last several days and involve different user groups from several departments, each with their own set of needs and requirements. Be sure each accounting vendor demonstration stays on schedule and addresses everything the IT and End-User team wants to see.
  • Ensures all vendor software demonstrations are easy to evaluate and compare by requiring all functionality is demonstrated in the same order and scored consistently by all team members. Ensure your accounting selection is fast and accurate!

To view accounting Demo Script detail please click this button:
 
              View Demo Tools
(Template Also Available Separately)


If you have questions about using the templates above, or how to select accounting software in general, please Contact Us! We have over 30 years direct "hands-on" accounting experience ranging from small operations to Walmart, and our advice & support is always free!


 

COST DATA -

Full Template Bundle

The bundled price below includes all templates to streamline ALL steps needed to select the best accounting software based on your requirements.
Note: individual templates may also be purchased separately. Please follow the "(Purchase Separately)" link beside the template(s) desired.

ACCOUNTING SOFTWARE REQUEST for PROPOSAL (RFP) TEMPLATE and SOFTWARE SELECTION TOOLKIT BUNDLE - Purchase and download the Accounting Software RFP with matching Vendor Response Evaluation Matrix and Demo Script templates. This bundle includes:

  • Unlimited Vendors, Staff Users, and Projects - No Questions Asked 30 Day Money-Back Guarantee
  • 4,254+ Accounting System Selection Criteria
  • INCLUDES the full Requirements Checklist with Fit/GAP Analysis     (Purchase Separately)
  • Accounting Software Request for Proposal (RFP) Template Toolkit     (Purchase Separately)
    • In-Depth, Detailed Request for Proposal (RFP) Template
    • Vendor Input Validation
    • Feature Availability & Delivery Evaluation
    • Vendor RFP Response Evaluation
    • Response Quality Analysis
    • Enhancement / Cost Cross-Reference
    • Weighted Grade Scoring
    • Supportability Index Scoring
    • Optimized RFP Guide
    • RFP Documentation
    • All Cover Letter, Guide, & Checklist Templates
  • INCLUDES the full Accounting System Proposal Evaluation, Comparison, & Selection Template Toolkit
    • Side-by-Side Response Comparison with Heat Map
    • Vendor Response Quality Ratios
    • Response Evaluation Scorecard
    • 3-D Bar Chart Response Comparison Graphs
    • Evaluation Matrix Documentation
  • INCLUDES the full Accounting Software Demonstration Script     (Purchase Separately)
    • Multi-Day
    • Multi-Session
    • Demo Scoring & Evaluation
  • FREE LIVE SUPPORT - Chat/Telephone/Email

$787.00 US         (Secure Checkout)    

No-Nonsense 30 Day Money-Back Guarantee on All Products
Unlimited Staff Users - Unlimited Vendors - Unlimited Projects

If you have any questions, please Contact Us.

Advice & Support from an Accounting Software Selection Expert is Always FREE!


You may also be interested in an RFP Template for:

Accounting Software for Distributors.

Accounting & Business Management Software.

View the complete RFP template List of all available Accounting Software Systems.

A Vendor Demonstration Script for accounting software is available at:

Accounting System Demo Script.



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Accounting Software Selection
Templates

Requirements Checklist
HR software evaluation requirements

RFP Layout
HRIS RFP template

Accounting Software RFP Features
HRIS RFP sample

Response Evaluation Tools
HR RFP proposal comparison

online HR RFP demo

How NOT to
Choose an Accounting System!
HRIS Software Selection Mistakes

Demonstration Script
System Demonstration Scripts

 

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