ERP implementation Your first 30 days, step by step.
Who does what, every week, from approval to your first month closed in Viacle. Your history comes with you.
Before day 1
Get approved
Your account is approved and your team can sign in with Google or Microsoft.
Week 1 · Days 1–7
Set up
You've signed off your setup and approval rules.
Week 2 · Days 8–14
Bring your history
Every balance matches your old system to the cent.
Week 3 · Days 15–21
Run your day-to-day
Your first payment is sent and matched in the books.
Week 4 · Days 22–30
Close your first month
Your month is closed in Viacle, with statements ready.
5 steps, each with a finish line
24 months of history, moved for you
30 days to your first close
Week by week. No guesswork.
Every step says what you do, what the Viacle team does, and how you'll know it's done.
- 01
Before day 1
Get approved
You do
- Sign the agreement
- Send your KYB documents
Viacle does
- Approves your account
- Runs business verification with our payment partner
Done when
Your account is approved and your team can sign in with Google or Microsoft.
- 02
Week 1
Set up
Days 1–7
You do
- Join the kickoff call
- Send exports from your current systems by day 5
- Name who approves what
Viacle does
- Sets up your companies and chart of accounts
- Adds your team as admins, managers and team members
- Builds your approval rules
Done when
You've signed off your setup and approval rules.
- 03
Week 2
Bring your history
Days 8–14
You do
- Review the imported balances
- Sign off the import
Viacle does
- Imports up to 24 months of your history
- Checks every balance against your old trial balance
Done when
Every balance matches your old system to the cent.
- 04
Week 3
Run your day-to-day
Days 15–21
You do
- Raise purchase orders and approve bills
- Send your first supplier payments and customer invoices
Viacle does
- Watches your first payments through
- Answers questions as they come up
Done when
Your first payment is sent and matched in the books.
- 05
Week 4
Close your first month
Days 22–30
You do
- Work through the close checklist
- Review your statements
Viacle does
- Walks your team through reconciliation and the close
- Plans what's next with you
Done when
Your month is closed in Viacle, with statements ready.
Before day 1
Business verification (KYB): have these ready
Regulated payment partners must verify every business before it can move money through them. Verification starts the day you sign, and we tell you straight away if anything is missing.
The exact list depends on your country and company type. We send yours before you start.
- 1
Company details
Legal name, registration number and tax identification number.
- 2
Addresses
Registered address and main place of business.
- 3
Formation documents
For example, articles of incorporation or a certificate of registration.
- 4
Owners of 25% or more
Name, date of birth, home address and photo ID for each.
- 5
Who runs the company
One person with control, such as the CEO or CFO, with photo ID.
- 6
Who signs
The person signing the agreement, and proof they can sign for the company.
- 7
How you'll use payments
What the business does, and the countries, currencies and monthly amounts you expect to pay and receive.
Week 2
Your history comes with you. We move it.
Send your exports by day 5. The Viacle team imports up to 24 months of history and checks every balance against your old trial balance before you sign off.
History older than 24 months stays in your old system and its exports.
- Chart of accounts and tracking dimensionsImported and checked
- Each company you runImported and checked
- Suppliers and customersImported and checked
- Opening balances for every accountImported and checked
- Open bills and unpaid customer invoicesImported and checked
- Posted transactions from the past 24 monthsImported and checked
What can slow it down, and what happens next
KYB documents are missing
We tell you exactly what's missing the day we find it. Day 1 starts once verification is complete.
Exports arrive after day 5
Each day late moves the later weeks by a day, and we confirm your new close date straight away.
Your old books don't balance
We list every account that differs and by how much. You approve each correction before it's posted.
Approvers aren't named
Bills can't be paid without an approver, so we confirm names on the kickoff call.
Questions finance leaders ask
How long does it take to implement Viacle?
30 days from kickoff to your first month closed in Viacle, as long as business verification is complete before day 1 and your exports reach us by day 5.
What is KYB verification, and why is it needed?
KYB (know your business) is the check regulated payment partners must run on every business that moves money through them. It confirms who the company is, who owns and runs it, and how it will use payments. Viacle runs it with our payment partner before day 1, so payments are ready when you need them.
What data does Viacle migrate?
Up to 24 months of history: your chart of accounts, each company you run, suppliers, customers, opening balances, open bills and invoices, and posted transactions. The Viacle team imports it and checks every balance against your old trial balance before you sign off.
What does our team need to do?
Send your KYB documents, join the kickoff call, send exports from your current systems by day 5, name your approvers and sign off each step. The Viacle team does the setup and the import.
Is onboarding included in the price?
Yes. Onboarding, data migration and business verification are part of the one Viacle plan, with no paid add-ons.