Quickly and easily gather accounting system
requirements, prepare your RFI and RFP, and
evaluate and compare vendor responses
This ‘Accounting Software RFI/RFP Template’ bundle has all you need to gather accounting system requirements, prepare your RFI and RFP, and evaluate, score and compare responses. Download a free sample and learn more.Axia’s Accounting RFI/RFP Template bundle includes:
• 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). • Separate RFI and RFP templates (MS Word/docx). • Business Analysis Template for analysing your current situation and collecting more accounting system information (MS Excel/xlsx). • Full Instructions and Software Selection Tips (PDF). The Essentials Version: Requirements Template includes 3214 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: Requirements Template (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: Requirements Template (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, effort and money
Save 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. Quickly prepare your RFI and RFP by filling in the blanks. 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 in gathering accounting system requirements, preparing your RFI and RFP and evaluating vendor responses. The standard format helps software vendors to clearly understand your requirements and respond more effectively, 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. The Accounting RFI/RFP Templates are designed to be used on their own, as standalone products, without the need for or costs of external assistance such as consultants or additional staff.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 - criteria for the whole system are included, comprising system operational requirements, technology requirements and vendor support requirements. This comprehensive 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 towards any software vendor. The accounting criteria listed are independent of any specific software product or provider. As a result, using this template will guide you toward the most suitable solution for your needs and organisation, rather than steering you toward a particular vendor. Full Template Instructions and Software Selection Tips are included to guide you through the selection process. Additionally, free Template support by email is available if needed. Your confidentiality and privacy is assured. We will not share or sell your details to software vendors or to any other organisation. This will allow you to work on your requirements specification, RFI and RFP without interruption, and not receive unsolicited sales calls, emails or messages until you initiate contact. The Template helps you to select the right software by providing clarity and transparency. You can clearly see your requirements, easily evaluate, score, analyse, and compare vendor responses, and identify the right software for your needs.Accounting Software RFI/RFP Template
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17 New Road Avenue, Chatham, Kent ME4 6BA, United Kingdom Contact Us
Accounting Templates
• Not Available
•
•
•
60-Day 100% Money-Back Guarantee.
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
Quickly and easily
gather accounting
system
requirements,
prepare your RFI
and RFP, and
evaluate and compare vendor
responses
This ‘Accounting Software RFI/RFP Template’ bundle has all you need to gather accounting system requirements, prepare your RFI and RFP, and evaluate, score and compare responses. Download a free sample and learn more.Axia’s Accounting RFI/RFP Template
bundle includes:
• 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). • Separate RFI and RFP templates (MS Word/docx). • Business Analysis Template for analysing your current situation and collecting more accounting system information (MS Excel/xlsx). • Full Instructions and Software Selection Tips (PDF). The Essentials Version: Requirements Template includes 3214 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: Requirements Template (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: Requirements Template (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, effort and money
Save 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. Quickly prepare your RFI and RFP by filling in the blanks. 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 in gathering accounting system requirements, preparing your RFI and RFP and evaluating vendor responses. The standard format helps software vendors to clearly understand your requirements and respond more effectively, 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. The Accounting RFI/RFP Templates are designed to be used on their own, as standalone products, without the need for or costs of external assistance such as consultants or additional staff.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 - criteria for the whole system are included, comprising system operational requirements, technology requirements and vendor support requirements. This comprehensive 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 towards any software vendor. The accounting criteria listed are independent of any specific software product or provider. As a result, using this template will guide you toward the most suitable solution for your needs and organisation, rather than steering you toward a particular vendor. Full Template Instructions and Software Selection Tips are included to guide you through the selection process. Additionally, free Template support by email is available if needed. Your confidentiality and privacy is assured. We will not share or sell your details to software vendors or to any other organisation. This will allow you to work on your requirements specification, RFI and RFP without interruption, and not receive unsolicited sales calls, emails or messages until you initiate contact. The Template helps you to select the right software by providing clarity and transparency. You can clearly see your requirements, easily evaluate, score, analyse, and compare vendor responses, and identify the right software for your needs.
Accounting Software
RFI/RFP Template
© 2026 Axia Consulting Ltd
All rights reserved. Contact Us
Accounting Templates
• Not Available
•
•
•
60-Day 100% Money-Back Guarantee.
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
