Onboarding
From QuickBooks to one ledger
in weeks, not quarters.
We sit beside you for the first 30–90 days. Bank, books, AP, AR, payroll, and operations — migrated together, on one ledger, with your team in the room.
Managed bookkeeping packages, free self-serve SaaS, and paid guided rollouts — see paths below.
Three ways onto Axiomatic
Hire us to keep the books, run the platform yourself, or bring us in for a guided software rollout. Pick the path that matches how you want to operate.
Path A
Managed bookkeeping
Hire Axiomatic to keep the books on software we built. Best when you want a clean monthly close without assembling the stack yourself.
- Monthly packages from $499 — software and fair-use AI included
- Bank, cards, AR/AP, and payroll data into one ledger
- Cutover help from QuickBooks, Xero, or spreadsheets
- Reports your CPA can use on a fixed cadence
Path B
Self-serve SaaS
Sign up and run the platform yourself. Best for teams with a clean stack and a comfort level with new software.
- Free signup credit covers your first workflows
- Docs, video walk-throughs, email support
- Plaid for bank feeds; QuickBooks export → Axiomatic import
- Connect Stripe, Gmail, payroll, and the rest in-app
Path C — paid
Guided platform rollout
We sit beside you while your team adopts the software. Historical data backfill, paper-to-OCR ingestion through Luca, custom CoA mapping, role/RBAC setup, and module rollouts on a shared schedule.
- Dedicated Slack/Teams channel during rollout
- Bank + card history backfill via Plaid
- OCR ingestion of paper invoices, bills, receipts, contracts
- Custom chart of accounts + industry templates
- Onsite visits for larger teams, when they accelerate things
What guided rollout covers
Concrete work, not a deck of bullet points
These are the things our engineering and operations team actually does during a paid engagement.
Historical data backfill
We pull bank and card history through Plaid for the accounts you already have. Nothing posts as a one-line CSV — every historical event becomes a real journal entry on the same ledger you'll use going forward.
QuickBooks (or Xero) cutover
Vendors, customers, AR, AP, balances, and class/department lists move into Axiomatic. We pick a clean cutover date with you, hard-close the old system, and bring opening balances forward — your tax filings stay intact.
OCR ingestion of paper
Boxes of invoices, bills, receipts, leases, and contracts go through Luca's OCR pipeline. Documents land attached to ledger entries and counterparty records — searchable, auditable, and tied to the journal.
Custom chart of accounts
We start from an industry template and tune it with your controller — class hierarchies, departments, projects, intercompany — so reports match how you already think about the business.
Users, roles, and access
We seed identities, attach passkeys, and configure RBAC so finance, ops, and frontline staff each see exactly what they need on day one. Multi-entity groups get one identity that spans every entity.
Module rollout schedule
We don't switch on every module at once. A typical sequence: ledger → AR/AP → CRM → expenses → inventory/projects → payroll. You're never trying to learn ten modules in one week.
Onsite visits, when useful
For multi-site operations, manufacturing floors, or teams where most signers don't sit at a laptop, we come on site. Worth the airfare for the time it saves.
Training that sticks
Live sessions for finance, recorded walk-throughs for ops, and short loom-style clips for the frontline. Documentation tailored to your CoA and your workflows — not the generic docs site.
Typical timeline
Four phases. Eight weeks. One ledger.
Sequence varies with size and complexity — multi-entity groups run longer; lean teams run faster. The phases stay the same.
Discovery
Working session with finance + ops. We map your stack, your CoA, and your edge cases. Operating account opens at the end of the week.
Historical import
Bank + card history backfilled. QuickBooks data exported and imported. Paper documents go through Luca OCR. Opening balances reconciled with your prior accountant.
Modules go live
AR/AP, CRM, expenses, then inventory or projects depending on your business. Live training sessions for each team. Cards issued. AP automation flips on.
First close on Axiomatic
You run your first month-end on Axiomatic — books reconciled, financials produced, audit trail intact. We hand off to your team and stay on retainer.
What changes
What stays, what moves
Plain map of your existing stack and where each piece lands when you’re on Axiomatic.
Onboarding pricing
Services, SaaS, or a guided rollout
Managed bookkeeping packages include the software. Self-serve SaaS meters platform usage. Guided rollouts are separate engagement fees when you want us beside your team for cutover — see pricing.
Managed bookkeeping
We keep your books current on software we built. Clear monthly packages with workspace access included.
- Starter, Growth, and Scale packages
- Bank/card sync, categorization, and monthly close
- AR/AP and payroll data into the books on Growth+
- Fair-use Luca AI and hosting included
Self-serve SaaS
Sign up, connect, post. Built for teams that move fast and prefer docs to a kickoff call.
- Signup credit toward first workflows
- Documentation, video walk-throughs, email support
- All modules available — turn on what you need
- Plaid + QuickBooks/Xero importers in-app
Guided / onsite rollout
Paid white-glove platform adoption — from a 30-day guided rollout to multi-site enterprise.
- Dedicated Slack/Teams channel during rollout
- Bank + card history backfill via Plaid
- OCR ingestion and custom CoA mapping
- Live training for finance, ops, frontline
- Onsite and multi-entity options available
Annual commits, custom SOWs, and DPA review are available — get in touch.
One last thing
We call it a guided rollout, not an implementation project.
There is no quarter-long ERP integration project here. The ledger is already wired the moment you sign up — every module shares one record. The work we do together is getting your dataonto it: bank history, paper, QuickBooks, and the team’s habits.
Let’s get your team onto Axiomatic
Tell us about your stack and your timeline — we’ll come back with a scoped engagement and a date for kickoff.