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Accounting RFI /
RFP Template

Accounting Software RFI / RFP Template

Quickly and easily gather your accounting system requirements, prepare your RFI & RFP, and evaluate vendor responses

This ‘Accounting RFI/RFP Template’ covers nearly everything you need for gathering accounting system requirements, preparing your RFI and RFP (for issue to software vendors) and for evaluating, scoring and comparing vendor responses. The Accounting RFI/RFP Template will:


Save you time identifying and gathering your software / system requirements because thousands of carefully researched criteria are listed. Simply choose those you need and set priorities for each criteria. Then quickly prepare your RFI and RFP by just filling in the blanks. As it’s available in MS Excel / Word, you can quickly and easily amend to your precise needs.


Save you effort as you don’t have to start from scratch. The template reduces the effort involved with specifying requirements and preparing RFI’s / RFP’s.

The standard format 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 as you can use the template yourself. There’s no need for extra staff or resources to help you specify requirements, prepare your RFI and RFP, or evaluate responses.


Help you select the right accounting system by providing clarity and transparency. You can clearly see your requirements, easily evaluate, score, analyse and compare vendor responses and so identify the best software solution for your needs.


It's not like other accounting system requirements / RFI / RFP / evaluation templates, because it’s:

  • Totally impartial and unbiased towards any software vendor
  • Completely flexible and can also be used for other software selection tasks such as: justifying projects, obtaining board approval, requirements gap analysis, short listing software vendors.

 

Key features

The Accounting Software RFI/RFP Template comprises:

  • Requirements Template (MS Excel) - listing accounting system requirements in a clear order - for quick and easy configuration to your needs. Plus integrated vendor response, scoring matrices and automated analysis (vendor response analysis, scores analysis, cost comparison, cost-score ratio, progress tracking).
  • Charts Template (MS Excel) for comparing response evaluations of 4 vendor proposals.
  • Separate, easy-to-amend RFI and RFP Templates (MS Word), to save time creating your own RFI and RFP.
  • Accounting system Business Analysis Template (MS Excel), to better understand your current situation and collect more information.
  • Template Instructions, plus tips to help with your software selection.

 

Three Accounting versions are available:

  • Essentials version   –  listing 3214 criteria & 35 charts
  • Professional version –  listing 3733 criteria & 43 charts
  • Enterprise version    –  listing 4344 criteria & 49 charts

CONTENTS

Essentials Version

Professional Version

Enterprise Version

Instructions (PDF)

Yes

Yes

Yes

RFI Template (MS Word)

Yes

Yes

Yes

RFP Template (MS Word)

Yes

Yes

Yes

Business Analysis Template (MS Excel)

Yes

Yes

Yes

Charts Template (MS Excel)

Yes

Yes

Yes

Requirements Template (MS Excel) which includes requirements specification, vendor response, evaluation and scoring matrices, costs and analysis

Yes

Yes

Yes

Systems requirements features / functions included in the Requirements Template:

 

 

 

- general ledger

Yes

Yes

Yes

- accounts payable

Yes

Yes

Yes

- purchase order processing

Yes

Yes

Yes

- accounts receivable

Yes

Yes

Yes

- sales order processing

Yes

Yes

Yes

- invoicing

Yes

Yes

Yes

- inventory

Yes

Yes

Yes

- cash book

Yes

Yes

Yes

- fixed assets

Yes

Yes

Yes

- common requirements across all modules

Yes

Yes

Yes

- systems operations

Yes

Yes

Yes

- technology requirements

Yes

Yes

Yes

- software / system support and services

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 & attendance / workforce management

 

 

Yes

- work orders, bill of materials, kitting

 

 

Yes

60-Day 100% Full Money-Back Guarantee

If you are not completely satisfied with a Template – simply email us within 60 days from purchase.

 

Get a copy now. Save time gathering system requirements, preparing a RFI / RFP and evaluating responses

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

Accounting Software RFI/RFP Template

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Download a FREE sample of the Accounting RFI/RFP Template

The free sample includes Requirements Template (xlsx), RFP Template (docx) and Instructions (pdf). Available in zip file, 667KB. (Works in all versions of MS Excel / Word from 2010 to 2016). Click the button below:

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

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Our RFI/RFP Checklist Templates have been widely used and trusted by many hundreds of organisations.

They operate in many diverse commercial and non-profit / government business 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.

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

“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

“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

“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      Essentials Version

3214 criteria

GBP 295 *

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

 

Accounting RFI/RFP Template  Professional Version

3733 criteria

GBP 335 *

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

 

Accounting RFI/RFP Template     Enterprise Version

4344 criteria

GBP 375 *

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

 

(*) Plus VAT on RFI/RFP Templates sold into the European Union.

 

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