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Accounting Software RFI/RFP Template

Quickly and easily gather your accounting system requirements and prepare your Request for Proposal / Information

This ‘Accounting Software RFI/RFP Template’ covers nearly everything you need for gathering your accounting system requirements, preparing your RFI and RFP, and for evaluating and comparing accounting software vendor responses. It includes:

  • A checklist of 2700+ accounting system requirement features and functions
  • RFP and RFI Templates
  • Accounting system ‘business’ analysis worksheet
  • Instructions, guide and tips for selecting accounting software

Download a free sample or see more product details. This ‘Accounting RFI/RFP Template’ will:


SAVE YOU TIME

The template is quick to use and lists virtually all the accounting system requirement features and functions you will need. So, you won’t have to think them up from scratch. Just choose those you need and set their priorities. You can easily amend them or add your own unique accounting system requirements in this simple-to-use Excel spreadsheet.

You’ll save time preparing your RFI and RFP - just fill in the blanks on the templates and amend as required (in the straightforward MS Word documents) - then issue to vendors.

And because the templates and requirements follow a standardised format - it’s quick and easy to evaluate and compare vendor responses - and so save even more time.


SAVE YOU EFFORT

Start your requirements gathering with a list of thousands of carefully researched accounting system features and functions, ready for you to use. It’s comprehensive and detailed. Everything you need is included - saving you effort capturing requirements.

The ‘Accounting RFI/RFP Template’ will enable you to be more thorough and prepare a complete specification, RFI and RFP without missing anything. In addition, it will stimulate your thoughts and ideas about what you want from your new accounting system.

The standardised format also helps software vendors to more clearly understand your requirements and more easily respond to each requirement, using the space available within the template. So you will receive clearer and improved responses. And consequently, spend less time and effort evaluating and comparing vendor responses.


SAVE YOU MONEY

Not only will you save time (and hence money), the ‘Accounting RFI/RFP Template’ is a template you use yourself - so, there’s no need for (or the expense of) extra staff or resources, to help you specify your requirements and prepare an RFP.


REDUCE THE RISK OF SELECTING THE WRONG ACCOUNTING SOFTWARE

The ‘Accounting RFI/RFP Template’ provides clarity and transparency. It combines a standardised format for gathering requirements and preparing your RFI and RFP, with a well-proven and widely used method for selecting new software.

You can see you requirements, easily evaluate and compare vendor responses, view customisations needed - and so identify the best solution(s) for your organisation.


IT’S IMPARTIAL

The template is impartial and unbiased. It will not force you towards a particular accounting software or supplier. It will however, lead you to what is best for you – the requirements you need and the best system to do the job.



YOU CAN ALSO USE IT FOR:

  • Justifying accounting system projects
  • Obtaining board approval
  • Assisting in requirements gathering brainstorming meetings
  • Requirements gap analysis



MORE PRODUCT DETAILS...

 

THE ACCOUNTING SOFTWARE RFI/RFP TEMPLATE COMPRISES:

  • The Requirements Specification (MS Excel spreadsheet)* - a checklist of accounting system requirements arranged in a clear order - for quick and easy configuration to your needs. Plus a table of contents and evaluation scores comparison chart.
  • Separate, easy-to-amend RFI and RFP Templates (MS Word documents), to save time creating your own RFI and RFP.
  • Accounting system Business Analysis (MS Excel spreadsheet), to help you understand your current situation and collect more information.
  • Instructions, selection guide and RFI/RFP tips (PDF document)

(*) listing accounting system requirements for the UK, USA and Canada. Plus general accounting system requirements suitable for use in any country.

 

FOUR VERSIONS ARE AVAILABLE:

  • Not-For-Profit / Charity version - listing (2709) criteria
  • Essentials version - listing (2928) criteria
  • Professional version - listing (3411) criteria
  • Enterprise version - listing (3973) criteria

CONTENTS AND COMPARISON OF VERSIONS

Not-For-Profit   Version

Essentials Version

Professional Version

Enterprise Version

Instructions, Guide and Tips (PDF)

Yes

Yes

Yes

Yes

RFI Template (MS Word)

Yes

Yes

Yes

Yes

RFP Template (MS Word)

Yes

Yes

Yes

Yes

Business Analysis (MS Excel)

Yes

Yes

Yes

Yes

Requirements Specification modules (MS Excel):

 

 

 

 

- general ledger

Yes

Yes

Yes

Yes

- accounts payable

Yes

Yes

Yes

Yes

- purchase order processing

Yes

Yes

Yes

Yes

- accounts receivable

Yes

Yes

Yes

Yes

- invoicing

Yes

Yes

Yes

Yes

- inventory

Yes

Yes

Yes

Yes

- cash book

Yes

Yes

Yes

Yes

- fixed assets

Yes

Yes

Yes

Yes

- common requirements across all modules

Yes

Yes

Yes

Yes

- systems operations

Yes

Yes

Yes

Yes

- technology requirements

Yes

Yes

Yes

Yes

- software / system support and services

Yes

Yes

Yes

Yes

- additional not-for-profit / charity requirements

Yes

 

 

 

- sales order processing

 

Yes

Yes

Yes

- employee expenses

 

 

Yes

Yes

- construction industry scheme (UK)

 

 

Yes

Yes

- job / project costing

 

 

Yes

Yes

- advanced analytics & business intelligence

 

 

Yes

Yes

- job order processing

 

 

 

Yes

- field and service management

 

 

 

Yes

- time recording / workforce management

 

 

 

Yes

- work orders, bill of materials, kitting

 

 

 

Yes

FIND OUT MORE...

Download a FREE sample of the Accounting RFI/RFP Template (211KB zip file), which includes:

  • Sample Accounting System Requirements Specification and Table of Contents (MS Excel*)
  • Sample RFP Template (MS Word*) (*) Works in all versions of MS Excel / Word from 97-2003 to 2016
  • Instructions how to use the Template (PDF)

 

Download a FREE sample of the 'Accounting RFI/RFP Template' - click here

 

Or, view the full contents details / sample page screen shots / product technical details

 

WHO THE ACCOUNTING SOFTWARE RFI/RFP TEMPLATE IS SUITABLE FOR...

It is suitable for anyone involved with replacing their organisation’s accounting system or selecting new accounting software, irrespective of the size or type of organisation.

Our RFI/RFP Templates have been widely used and trusted by many hundreds of organisations. They operate in many diverse commercial and non-profit / public sectors, both large and small. The RFI/RFP Templates appeal to users changing their systems the world over and have been bought by organisations in more than 30 countries.

Don’t just take our word for it - see what other people have to say...

 

WHEN TO USE IT...

Use it for the requirements gathering, vendor communications (RFI/RFP) and response evaluation stages of your accounting software selection process. However, as the template is highly flexible and adaptable, you can use it at nearly every software selection stage! 

60-DAY 100% FULL MONEY-BACK GUARANTEE

If you are not completely satisfied with a Template – simply email us within 60 days from purchase and we will give you a full refund on the spot.

PRICES - for electronic delivery straight to your in-box

Not-For-Profit Version

Essentials Version

Professional Version

Enterprise Version

GBP Sterling

175

195

235

265

US Dollars $

255*

284*

342*

386*

Euro €

229*

255*

307*

347*

Plus VAT on RFI/RFP Templates sold into the European Union. (*Indicative US Dollar and euro prices - online shop prices may vary due to exchange rate fluctuations).

WE VALUE YOUR PRIVACY

We will not rent, sell or give your details to any other organisation. We treat every purchase you make in complete confidence. Software vendors will not be able to contact you, unless you make contact first. View privacy statement.

 

GET A COPY NOW

Get a copy from our online shop and have it delivered to your in-box.

You will receive an email straight after payment, which has links for you to download your copy and print a receipt.

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Accounting Software RFI/RFP Template - click here for screen shots

Accounting Software RFI/RFP Template

“Your Checklist (Template) was of great use to me in preparing for vendor selection ...

... and it also saved me a great deal of time in ensuring we covered all relevant areas of the user requirements”

Dr Stephen Hutson, Director, Pharma4sight, Essex, UK

“It’s a fantastic product ...

... the standardised format is very useful in specifying systems requirements”

IT Manager, Business Services Group, West Midlands, UK

“We chose the Axia Accounting Checklist (Template) because it looked from a google search on such things, to be the best value for money product of this nature.

We used a spreadsheet based on an edited / personalised version to go out to suppliers in an open Euro-tender and got six responses.

I am sure if we had gone out to Euro-tender with something less detailed, we would have had dozens of claimed solutions, if not hundreds.

It was also very useful to our teams (eg Purchasing, Sales, Accounts) as a prompt to what sort of functionality we already had as well as what we wanted from a replacement system.

We certainly think the exercise delivered us a choice between two or three quality solutions - one of which we have decided to go with”.

Andrew Haslehurst, Head of Accounts, Southampton Solent University, Hampshire, UK

“Thank you for this excellent Accounting Template ...

... we will use it in all our divisions to specify our next system”.

Finance Director, Retail and Publishing PLC, UK

“We have used the Axia System Requirements Checklists (Templates) as ‘cornerstone’ inputs into our Business Requirement and Change processes for two of our most significant IT projects in recent years.

These comprehensive documents have directly saved us considerable time, effort and cost in terms of project / quality planning and external consulting activities.

I would not hesitate to recommend the use of these tools for future IT and / or Business Change Projects.”

Richard Mackenzie, MRM Programme Manager, RAC, Perth, Western Australia

 

Accounting RFI/RFP Template          Not-For-Profit Version

Price for electronic delivery straight to your in-box:

GBP 175

Click here to buy - Accounting RFI/RFP Template - Not-For-Profit Version

 

 

Accounting RFI/RFP Template  Essentials Version

Price for electronic delivery straight to your in-box:

GBP 195

Click here to buy - Accounting RFI/RFP Template - Essentials Version

 

Accounting RFI/RFP Template  Professional Version

Price for electronic delivery straight to your in-box:

GBP 235

Click here to buy - Accounting RFI/RFP Template - Professional Version

 

Accounting RFI/RFP Template  Enterprise Version

Price for electronic delivery straight to your in-box:

GBP 265

Click here to buy - Accounting RFI/RFP Template - Enterprise Version

 

If you prefer not to use a credit card or wish to pay by cheque on receipt of an invoice, or need to use a Purchase Order Number, or want a CD, click here.                                             We will despatch your order within 24 hours. GBP Pound Sterling, US Dollars and euro currencies accepted. 30-day terms.

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