Finance Platform Install & Operate
Your finance and planning platform selected, installed and then operated for you.
The problem this solves
Growing companies often outgrow spreadsheets for close, reporting and planning, but nobody has time to choose a platform, migrate the data and build the processes around it. This engagement takes the whole job: requirements, selection, installation and then Towerflow operating the monthly cycle.
What we do
Requirements and selection
Document what you need and compare platforms across categories such as cloud accounting, close management, FP&A and planning, and reporting tools.
Chart of accounts and data migration
Design the chart of accounts and move your historical data across.
Close process and reporting
Set up the close process, the reporting pack and the board pack.
Training
Train your team on the platform and the new processes.
Monthly operation
Towerflow operates the monthly cycle on the new platform.
What you end up with
- A live finance and planning platform
- A documented close process
- A reporting pack and board pack
- A trained team
- Towerflow operating the monthly cycle
Who this is for / not for
Who this is for
- Companies that have outgrown spreadsheets for close and planning
- Founders who want the platform run for them, not just installed
- Teams without an in-house finance lead
Who this is not for
- Companies happy with their current platform
- Teams wanting a specific platform installed with no selection
- Anyone needing tax filing or legal advice
How an engagement starts
- Apply through the contact page and tell us about your current setup.
- We review your application and hold a scoping conversation.
- You receive a written proposal with scope, timeline and the operate period.
Finance Platform Install & Operate
This is not tax, legal or investment advice. Outcomes depend on the business and the decisions its owners make.
Frequently asked questions
Which platforms do you work with?
We are platform-neutral. We compare platforms in the categories you need and recommend one based on your requirements.
Who pays for the software?
Software subscriptions are paid by you directly to the vendor and are separate from our fee.
What does the $20,000 cover?
The written proposal sets out exactly what the fee covers, including the length of the operate period, before any work starts.
Is this investment advice?
No. This is not tax, legal or investment advice, and outcomes depend on the business.
How do I start?
Use the Apply button to reach us through the contact page. There is no form or scheduler on this page.