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.
Self-serve is free. Guided and onsite engagements are paid — see tiers below.
Two ways onto Axiomatic
Some teams want the keys and a manual. Others have years of paper and a QuickBooks file that nobody trusts. We support both.
Path A
Self-serve
Sign up, connect Plaid + QuickBooks, you're posting today. 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
- Open an Axiomatic operating account at signup
- Plaid for external banks; QuickBooks export → Axiomatic import
Path B — paid
Guided rollout
We sit beside you. Historical data backfill, paper-to-OCR ingestion through Cortex, custom CoA mapping, role/RBAC setup, and module rollouts on a shared schedule.
- Dedicated Slack/Teams channel during rollout
- Bank + card history backfill (Column + 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 Column for any account we issue, and Plaid for accounts you keep elsewhere. 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 Cortex'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 + banking → 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 Cortex 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
Free to start. Paid where it earns its keep.
Onboarding pricing is separate from platform usage — you only pay onboarding for the engagement work, not the software you’re already using.
Self-serve
Sign up, connect, post. Built for teams that move fast and prefer docs to a kickoff call.
- Signup credit toward first transactions
- Documentation, video walk-throughs, email support
- All modules available — turn on what you need
- Plaid + QuickBooks/Xero importers in-app
Guided rollout
Paid white-glove rollout. We scope it with you, then run it with your team for ~30 days.
- Dedicated Slack/Teams channel during rollout
- Bank + card history backfill (Column + Plaid)
- OCR ingestion of paper documents through Cortex
- Custom CoA mapping with your controller
- Live training sessions for finance, ops, frontline
- First close on Axiomatic supported by our team
Onsite & enterprise
Multi-entity groups, multi-site operations, regulated industries, or anyone who wants us in the room.
- Everything in Guided rollout
- Onsite visits across multiple locations
- Multi-entity / multi-book consolidation rollout
- Dedicated PM + engineering escalation path
- Annual commits and invoicing available
- Legal review and DPA on request
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 — your operating account, cards, and journal share one record. The work we do together is getting your data onto 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.