See it on your setup

Your customer chats. Their system gets built.

Take on more projects.

Votis runs discovery, scoping and configuration as a conversation with your customer, following what your senior consultant set out. You sign it off. The system comes out configured.

See it on your setupWatch the product film

For consulting firms and vendors implementing finance and ERP systems.

Votis
New project
Projects
Specifications
Customers
Settings
4
Customer's move
1
Needs you
1
Exported this week
System
Project
Stage
Whose move
Finance
Tavelon Rollout
ConfigurationCustomer sent a file, 4 min ago
Customer
ERP
Orvane Timber
Sign-offAgent finished, 12 min ago
You
Finance
Tessaly Glass
ScopingCustomer replied, an hour ago
Customer
ERP
Solane Holdings
ExportedPosted Sep 2
Nobody
Finance
Varnell Marine
DiscoveryLink opened yesterday
Customer
Finance
Ostrel Hotels
ConfigurationAgent rechecked, 2 hours ago
Customer
Happening now
Tavelon Rollout
Then I'll set up nine entities under the group, base currency USD, because the group consolidates at Tavelon Group Holdings Inc.
Orvane Timber
Everything is settled. Waiting for your sign-off.
Ostrel Hotels
Purchasing closes on the fifth and the ledger on the tenth. Who can reopen a locked month?
Varnell Marine
A journal over $5,000 needs a second approver. Is that limit per company, or one across the group?

Every go-live waits on you.

Days go on chasing customers for answers, across emails, calls and half-finished spreadsheets.

Nothing starts until a senior is free, and the senior is on three other projects.

Quality slips when you're stretched. The process you wrote last year hasn't kept up with the product.

Set it out once. Run it with every customer.

You decide what has to be settled. The agent does the asking.

Your senior consultant sets out, once for each system you implement, what a good implementation of it has to settle, in what order, and why. Votis reads the workbook you already use for that system. Every customer you put on it runs from the same specification, and the agent composes the conversation from that; nobody writes questions.

See how a specification is set out

The agent captures, corrects and checks.

Captures. Every answer lands as configuration, in the customer's words.

Corrects. When something doesn't fit, it says where and why, and asks.

Checks. Every answer is tested against what your consultant set out, and the agent says what the system needs next.

Tavelon Finance Rollout · configuration, and the decision behind each line
5 lines configured · each traced to a decision
Configured
Value
The decision behind it
Decided by
Companies
9 under Tavelon Group Holdings Inc.
The group consolidates at Tavelon Group Holdings Inc.
Anna Meyer, September 2
Base currency
USD
The group reports in one currency
Anna Meyer, September 2
Cost centers
46 in 8 groups
40 shared across the group, 6 owned by one company
From the workbook, September 3
Approval limits
Per company
Texas approves separately
David Chen, your consultant
Chart of accounts
412 → 296
Department is a dimension, not part of the account code
Agent, on your consultant's rule
Every configured line carries the decision behind it: who made it, when, and why.
Customer
Here's the updated cost center list. We've added Marketing EMEA.
Checked
Cost centers rechecked: 47 in 8 groups. Approval limits depend on them, so those were rechecked too, and they still hold.
Captured
Signed off and posted to the finance system. When your team runs UAT, every line it tests traces back to a name and a reason.

Nothing leaves until you sign it off. Then it goes straight in.

Tavelon Finance Rollout · Finance system
Waiting for your sign-offSigned off · David Chen · 11:02Live in the finance system
Tavelon Group Holdings Inc.
46 of 46 settled
Tavelon Logistics (Texas) LLC
46 of 46 settled
Tavelon Services LLC
46 of 46 settled
3 decisions to review
Cost centers are shared across the group, six owned by one entity.
Approval limits are set per entity.
Department is a dimension, not part of the account code.
tavelon-finance.xml · ready
Sending to the finance system
9 entities created
296 accounts and the Department dimension
46 cost centers in 8 groups
The same configuration as a file, byte for byte. Load it, or let Votis push it in.

Not a project tool. Not a portal you send and hope.

Workflow and project tools track the work. They never ask your customer a question.

Self-serve portals hand your customer a form. What comes back needs a consultant to unpick it.

Votis asks, checks and guides the way your best consultant set out, and shows you the reasoning so you can correct it and sign it off.

What nobody else puts together.

In front of your customer. Most tools sit with your team. The Votis agent works with your customer directly, so the asking, the chasing and the checking happen where the answers are.

Three things joined up. The system being implemented, your firm's own way of delivering it, and your customer's industry. Every conversation draws on all three at once.

A thread from decision to configuration. Every configured line traces back to the decision behind it: who made it, when, and why. When your team tests, it tests against something written down.

Services firms.

Run more projects per consultant. Days you don't spend chasing are days you can bill.

Services firms

Software vendors.

Onboard more customers with the team you have. Every implementation runs the way your best consultant would run it.

Vendors
Expected return

I spent years running implementation and delivery teams for finance, ERP and people systems. Votis is the tool I wanted on every project.

Jacob Porter, Founder & CEO.
About Votis

See it on your own setup.

A 20-minute call. We'll show you how Votis runs discovery, scoping and configuration for the systems you implement.

See it on your setup