Mitä käyttöönoton tarkistuslista sisältää?

Tarkistuslista kokoaa yhteen tärkeimmät päätökset, aineistot ja käytännöt, jotka kannattaa varmistaa ennen ohjelmiston vaihtoa. Sen avulla käyttöönotto etenee hallitusti ilman, että kriittisiä vaiheita jää välistä.

Kenelle tarkistuslista on tarkoitettu?

The checklist is intended for accountants and accounting firms planning to move a client to a new system and wanting to make sure their own onboarding process is in order.

Voiko tarkistuslistaa käyttää usean asiakkaan käyttöönottoon?

Kyllä. Tarkistuslista toimii sekä yksittäisten asiakkaiden käyttöönotossa että suurempien asiakaskokonaisuuksien tai aaltojen hallitussa läpiviennissä.

Saako Tilitiltä apua ohjelmiston vaihtoon?

Kyllä saa. Autamme suunnittelemaan vaihdon, siirtämään tiedot vanhasta järjestelmästä ja varmistamaan, että sekä tiimi että asiakkaat pääsevät uuteen toimintatapaan sujuvasti kiinni.

ONBOARDING CHECKLIST

Make sure implementation moves forward in a controlled way

The checklist helps ensure that the key decisions, materials, and practices are ready before a software migration. It works for both individual clients and larger implementation rollouts.

Clear step-by-step structure

Get the key items you should review before implementation in one view.

Fewer missed steps

The checklist helps keep responsibilities, materials, and decisions organized from the start.

Faster start

When the basics are in place in advance, implementation moves forward much more smoothly.

Download the full checklist

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WANT TO GO THROUGH THE CHECKLIST TOGETHER?

Book an accounting firm assessment and Tilit demo

Let's go through the checklist, your current way of working, and the next steps together. You'll see how Tilit.AI fits into your firm's daily work and what a controlled implementation requires in practice.

Book an assessment

IMPROVE YOUR WORK PRODUCTIVITY

We reduce manual work by up to 80% per customer

Enable Accounts and transfer data from the old system in minutes and grow smartly together.

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Kirjanpitäjä

Tilit.ai

Super accountant

ACCOUNTING SOFTWARE THAT WORKS FOR YOU 24/7

Build your dream accounting firm

Are you tired of the stress of VAT day, answering repetitive questions, explaining reports, the pressure to maintain your expertise, or feeling that you don't earn enough for your workload? With Tilit.AI, you can free up your time, increase your income, and build the accounting firm you've always wanted.

6.5xMore capacity

85%Better productivity

92%Savings in salary costs

95%Fewer errors

The image shows the automation level of the tilit.ai accounting software

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AUTOMATE ACCOUNTING

Switching made easy

Built by accountants, for accountants. Transfer clients smoothly, adopt automation quickly, and keep production under control from the start.

We handle the transfer for you

Your team will not get stuck in client transfers or learning new workflows. → Our own accountants guide you through setup, integrations, and training.

Bring clients onboard in a controlled way

We offer ready-made messages, instructions, and support for transferring your clients. → Clients learn the new way of working quickly, and day-to-day operations continue without interruptions.

Ready for production immediately

Tilit brings posting, reconciliation, and quality control into the same workflow. → Your team moves from prep work to review and advisory work.

Cancel anytime

Onboarding is easy and the decision stays in your hands. → You can cancel the service whenever you want.

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What do accountants say about Tilit?

Tilit saves your accounting firm time, money, and capacity on every voucher and transaction by posting and reconciling them for you and generating reports and answers automatically. At the same time, real-time, financial-statement-level accounting reduces errors and keeps clients satisfied.

"Tilit helped us significantly reduce errors and improve quality"