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.

For vendors and consultancies implementing finance systems.

Votis
New project
Projects
Specifications
Customers
Settings
4
Waiting on customer
1
Waiting for your sign-off
1
Exported this week
System
Project
Settled
Waiting on
Finance
Harbourline Rollout
24 of 47
Customer
Finance
Rudstone Timber
61 of 61
Sign-off
People
Mallard Care Group
18 of 39
Customer
Finance
Sandsend Holdings
33 of 33
Exported 2 Sep
Finance
Fellgate Marine
9 of 28
Customer
Finance
Bramwith Hotels
40 of 44
Customer
Happening now
Harbourline Rollout
Then I'll set up nine entities under the group, base currency GBP, because the group consolidates at Harbourline Group Holdings Ltd.
Rudstone Timber
Everything is settled. Waiting for your sign-off.
Bramwith Hotels
Purchasing closes on the fifth and the ledger on the tenth. Who can reopen a locked month?
Fellgate 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.

Self-serve portals hand the hard part to people who don't understand the system. It comes back wrong.

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.

Harbourline Finance Rollout
24 of 47 settled
Configured so far
9 entities under Harbourline Group Holdings Ltd
Base currency GBP
2 configured so far
Scripted, not connected to a live system.

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

Harbourline Finance Rollout · Finance system
Waiting for your sign-offSigned off · Owen Hartley · 11:02Live in the finance system
Harbourline Group Holdings Ltd
46 of 46 settled
Harbourline Scotland Ltd
46 of 46 settled
Harbourline Services Ltd
46 of 46 settled
3 decisions to review
Cost centres 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.
harbourline-finance.xml · ready
Sending to the finance system
9 entities created
296 accounts and the Department dimension
46 cost centres 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.

Software vendors.

Onboard more customers without growing the team. Your partners deliver it the same way you do.

Vendors

Services firms.

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

Services firms
Expected return

I spent seven years running ERP, HCM and procurement implementations. Votis is the tool I wanted on every one of them.

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