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Tools for Accounting Software Selection

Detailed Requirements, Software RFP, & Comprehinzing Evaluation Matrix to
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Select Accounting Software

UnBiased Requirements!   Meaningful RFP Template!   Detailed Evaluation/Comparison!

Accounting Software RFP Template with System Evaluation & Selection Toolkit - 4,254 Criteria

Accurately evaluate and select accounting software best suited to your company's needs by using this RFP for accounting software with its unbiased requirements, proposed accounting system evaluation matrices, and software selection templates.

Choose Accounting Software with RFP

This easy-to-use and customize RFP template and matching vendor RFP response (proposal) evaluation/selection matrices for choosing accounting software come 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.

Accounting System Selection Made Easier

This Accounting RFP & Toolkit includes the state-of-the-art templates listed below, and provides 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 choose the best accounting software system 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}

  • Accounting System RFP Template - Cut RFP preparation time by up to 90%. Obtain vendor proposals that address your needs. New Feature  New RFP Response FILTERs that make reviewing and evaluating vendor responses to complex RFPs faster, more flexible, and more accurate! 

    Make your software selection project easier! 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 accounting software system selection 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! Included with each RFP Template discussed above!      

    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.

Select Accounting Software RFP Reliably

Choose accounting software solutions more reliably based on a powerful RFP.  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 - 4,254 criteria 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 information.

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!

New Feature  New RFP Response FILTERs that make reviewing and evaluating vendor responses to a complex RFP faster, more flexible, and more accurate! See how to choose accounting software more effectively.   View Details

Each category shown below contains multiple individual RFP questions.  Click this Link to view Table of Contents (TOC) and other examples below it.

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 Wal-Mart. Our advice and support is always free!


RFP Template for Accounting Software

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 ACCOUNTING 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)

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 Wal-Mart, and our advice & support is always free!    

Accounting RFP Sample
free example accounting RFP template

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RFP Toolkit -


Buy just the Accounting Software RFP Template and Vendor Response Evaluation Templates described above. This includes the Accounting Requirements Checklist with Fit-GAP Analysis, Request for Proposal (RFP) Template, and all Vendor Response (Proposal) Weighted Grade Scoring, Supportability, Comparison Matrix, and Financial Ratio calculation tools. Everything needed to plan your new system, identify your true requirements, prepare a meaningful RFP, and select the best Accounting software based on your requirements. This bundle includes ALL the Tools summarized below:

  • No Limit on Vendors, Staff Users, and Projects - Unconditional 30 Day Money-Back Guarantee
  • 4,254+ Accounting System Selection Criteria
  • INCLUDED FREE - The Requirements Checklist with Fit-GAP Analysis - with access to well over 3,000 system level criteria
  • All User Needs & System Planning Templates
  • the Requirements Checklist with Fit/GAP Analysis Template
  • Request for Proposal (RFP) Template Toolkit for a Accounting System
    • 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 Software 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
    • Financial Ration Analysis
    • Evaluation Matrix Documentation
  • FREE LIVE SUPPORT - Telephone/Email

    Accounting System RFP Template and Response Evaluation Matrices -

    $329.00 US         (Secure Checkout)    

    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.

    Looking for a qualified, local accounting system selection consultant? An Infotivity-certified consultant offers the expertise and tools needed to provide valuable advice & services at each step of the accounting software selection process! Let us recommend a certified consultant!

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