Our seamless onboarding journey kicks off with the Hand off from our Sales team, ensuring you hear from our Onboarding team within 24 hours of signing your agreement. Next, you'll simply fill out the Cornerstone Onboarding form. After a quick 48-hour approval period for the Finix application, we'll schedule a Strategic Planning call with your dedicated Account Manager. This is where we discuss how our software will perfectly meet your unique needs. We then move into the Launching phase, a 6-week period where we set expectations and establish your timeline. Finally, we transition to Invoicing on your designated date.

The most common and preferred format for bulk data transfer is a Comma-Separated Values (CSV) file, which can often be exported directly from your current system or spreadsheet program. In general, a clean and standardized format is essential to prevent compatibility issues. We will provide a schema and guidelines, but best practices include using clearly defined column headers and consistent delimiters (like a comma). For more complex migrations, or those connected to a central station partner, direct API integrations may also be an option.

While it's tempting to want all of your data, the most practical approach is to focus on what you need for current operations and strategic decisions.

• Focus on Essential Data: We typically recommend prioritizing master records (like customer and vendor lists), current financial or operational opening balances, and data required for ongoing operations.

• 3-5 Years is Often Recommended: For transactional history, 3 to 5 years is often enough to identify crucial trends and spot patterns without getting overwhelmed by ancient, irrelevant data.

Yes! As you onboard, if you decide that a higher-tier package is best for you, our team can accommodate the changes and put on the plan that offers the most value for your company to grow.