A guided path to structured finance control.
Implementation isn't a one-time switch — it's a planned rollout with setup, migration, training and support at every step.
Timeline
A typical rollout, start to finish.
Most organisations complete this path in a few weeks, depending on finance units, users and historical data to migrate.
What happens at each stage
Setup
We configure your organisation, finance units, chart of accounts, voucher types and role-based access for Finance Users and Workflow Users.
Migration
Existing ledgers, vendor records and historical transactions from spreadsheets or Tally are migrated and validated with your team.
Training
Guided training for every role — owners, finance heads, accountants, department managers — covering their specific daily workflow.
Pilot
Run ExpenseBuddy with real data for a defined period to validate workflows before full commitment, with our team on hand throughout.
Go Live
Switch fully to ExpenseBuddy for expense capture, approvals, vendor bills, payments and reporting, with go-live support from our team.
Support
Ongoing onboarding support for every plan, with priority support and a dedicated account contact on higher tiers.
Ready to plan your rollout?
Talk to our team about setup, migration and training timelines for your organisation.