Quickly and easily
gather accounting
system
requirements,
prepare your RFI
and RFP, and
evaluate and compare vendor
responses
This ‘Accounting Software RFI/RFP Template’ has
all you need for gathering accounting system
requirements, preparing your RFI and RFP and
evaluating, scoring and comparing vendor
responses. Download a free sample and learn
more.
Axia’s Accounting RFI/RFP Template
contains:
•
Business Analysis Template for analysing
your current situation and collecting more
accounting system information (MS
Excel/xlsx).
•
Separate RFI and RFP templates (MS
Word/docx).
•
Requirements Template for accounting
system requirements specification, integrated
vendor response, evaluation scoring matrices
and analysis including vendor response
analysis, scores analysis, cost comparison,
cost-score ratio, progress tracking. (MS
Excel/xlsx).
•
Charts Template for comparing response
evaluation scores of 4 responses (MS
Excel/xlsx).
•
Full Instructions, plus accounting software
selection tips (PDF).
The Essentials Version (3214 criteria) includes
accounting system criteria for: General Ledger,
Accounts Payable, Purchase Order Processing,
Accounts Receivable, Sales Order Processing,
Invoicing, Inventory, Cash Book, Fixed Assets,
Common requirements across all modules,
Systems Operations, Technology requirements,
Software/System Support and Services.
The Professional Version (3733 criteria) includes
all the Essentials Version criteria, plus criteria for:
Employee Expenses, Construction Industry
Scheme (UK), Job / Project Costing and Advanced
Analytics and Business Intelligence.
The Enterprise Version (4344 criteria) includes
all the Professional Version criteria, plus criteria
for: Job Order Processing, Field and Service
Management, Time and Attendance / Workforce
Management and Work Orders, Bill of Materials,
Kitting.
Learn more …
Download a free sample Requirements Template
(includes a full Table of Contents, sample
requirements, vendor response, evaluation and
comparison charts) from the Accounting Software
RFI/RFP Template. MS Excel (xlsx) 556 KB.
Save time and effort
Save your time identifying and gathering
accounting system requirements because
thousands of carefully researched criteria are
already listed. Just choose those you need and set
their priorities. Then quickly prepare your RFI and
RFP by filling in the blanks in the templates. The
templates are available in MS Excel / MS Word, so
you can easily customise and share as necessary.
Save effort as you don’t have to start from
scratch. The templates reduce the effort involved
with gathering accounting system requirements,
preparing your RFI and RFP and evaluating
vendor responses. The clear format helps
software vendors to more easily understand and
respond to your requirements (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.
Accurate and thorough
requirements gathering
All accounting criteria listed have been carefully
researched and checked. The template lists more
than just software features and functions though
- criteria for the whole system are included,
comprising system operational requirements,
technology requirements and vendor support
requirements. And the criteria are listed in a well-
defined order, by software functionality (module)
and system function requirements. This
comprehensive and thorough list of criteria
safeguards you from inadvertently omitting a
critical function or feature in your requirements
specification.
Help you select the right software
The Accounting RFI/RFP Template is completely
impartial and unbiased - no software brand can
influence your requirements. By using the
template, you will ensure software vendors
address your precise requirements and respond
accordingly, rather than with general marketing
information.
The template’s pre-built charts and analyses
improve and simplify your evaluation, scoring and
comparison of vendor responses. Consequently,
you can easily rank the accounting software
solutions as to which best meets your
requirements.
The Template helps you to select the right
software by providing precision and transparency.
You can clearly see your requirements, easily
evaluate, score, analyse and compare vendor
responses and so identify the right software for
your needs.
Accounting Software
RFI/RFP Template
© 2022 Axia Consulting Ltd
Essentials Version
(3214 criteria)
GBP £295*
Professional Version
(3733 criteria)
GBP £335*
(*) Plus VAT / Sales Tax
Delivery method: Instant download. Plus
email with links to download a copy and print
a receipt.
60-Day 100% Money-Back Guarantee.
Shop with confidence using the secure servers
of our billing partner, MyCommerce Share-it /
Digital River. Most major credit and debit
cards are accepted. All major currencies are
accepted.
We value your privacy. We will not rent, sell or
give your details to any other organisation.
“We chose the Axia Accounting Template
(Checklist) 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”.
Head of Accounts, Southampton Solent University,
Hampshire, UK
Enterprise Version
(4344 criteria)
GBP £375*