Implementation
Two onboarding paths. Both fixed-fee, both milestone-based.
Standard Onboarding gets a single entity into production fast. Finance Onboarding wires up the full vendor + project + cost-code + budget + invoice loop. Pick the one that matches the scope you're actually buying.
Standard Onboarding
1 week$7,500 one-time
Best fit: Starter or Growth subscription, single-entity production cutover.
- 1 entity activation (Vendor or Project)
- Mapping rule review with your finance lead
- Acumatica push-notification GI install
- First 100 records validated in production
- 1 week elapsed; 2x 60-min working sessions
Finance Onboarding
2–3 weeks$12,500 one-time
Best fit: Pro subscription, finance team running full AP / project-controls workflows.
- Full entity coverage: Vendor + Project + Cost Code + Budget + Invoice
- Custom WBS or cost-code mapping work
- Conflict policy review (last-write-wins vs. supervisor approval)
- Finance team training on /activity + /mappings
- 2–3 weeks elapsed; 4–6 working sessions
What we need from you
Required from your side.
We can't install OAuth apps for you, and we won't pretend we can. These are the named contacts and access we need at kickoff.
- Procore admin access (for App install + webhooks)
- Acumatica admin access (Connected App + push GI)
- Finance lead for 2x 60-min mapping review sessions
- IT contact for OAuth approvals (one-time)
What we deliver
What you walk away with.
Same artifacts for Standard and Finance — the difference is scope of mapping work, not deliverable quality.
- Production-ready bidirectional sync
- Operator runbook (PDF + Notion)
- Mapping rule JSON export (versioned)
- Recorded working sessions for internal training
- Follow-up Slack channel for 30 days post-launch