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

Axia Consulting

© 2020 Axia Consulting Ltd. All rights reserved.
17 New Road Avenue, Chatham, Kent ME5 9RL, United Kingdom Contact Us
Professional Version (3733 criteria) GBP £335*
Essentials Version (3214 criteria) GBP £295*

(*) 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.
Download Free Sample Download Free Sample Accounting Software RFI/RFP Template - Requirements Template Accounting Software RFI/RFP Template - Summary of evaluation scores Accounting Software RFI/RFP Template - Comparison of evaluated weighted scores
“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*

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
© 2020 Axia Consulting Ltd
All rights reserved. Contact Us
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.
Accounting Software RFI/RFP Template - Requirements Template Accounting Software RFI/RFP Template - Summary of evaluation scores Accounting Software RFI/RFP Template - Comparison of evaluated weighted scores
“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
Download Free Sample Download Free Sample
Enterprise Version (4344 criteria) GBP £375*

Axia Consulting