A tailored plan, every document, and an AI adviser on your side of the table.
Eight phases, two board gates and every task in the right order, tailored to your system, your business and your deadline. The method follows the sequence ERP vendors and the big implementation partners use, with the finance team's side of the work filled in.
Eighteen documents, from business case to cutover runbook. Each one is a strong first draft written from your answers, for you to edit and export to Word and Excel.
A plan that pushes back on fantasy timelines. A risk register that writes itself. An adviser for the questions you'd save for the weekly consultant call.
A live dashboard of what's due and who owns it, steering ready governance, and a plan you reshape as the project moves.
A first draft of a cutover runbook, generated for a fictional company from five setup answers.
Cutover runs from the final Sage 50 close on Friday 2 April 2027 to first transactions in NetSuite on Tuesday 6 April. Master data is frozen from Wednesday 31 March. Final migration of opening balances runs Saturday, reconciliation per entity completes Sunday, and the go or no go checkpoint is 8am Monday. The Easter weekend gives one extra day of contingency, which is the reason this date was chosen over the March month end.
| WHEN | ACTIVITY | OWNER | DONE WHEN |
|---|---|---|---|
| Wed 31 Mar, 5pm | Master data freeze across all six entities | Finance lead | Freeze confirmed in writing by each entity accountant |
| Fri 2 Apr | Final Sage 50 period close, trial balances exported | Entity accountants | Six signed trial balances in the shared folder |
| Sat 3 Apr | Final migration load: masters, open AP and AR, GL balances | Implementation partner | Load report shows zero rejected rows |
| Sun 4 Apr | Opening balance reconciliation, entity by entity, GBP and EUR | Group FC | Every entity reconciles within £50 tolerance |
| Mon 5 Apr, 8am | Go or no go checkpoint | CFO and cutover lead | Decision minuted, business informed by 9am |
One named cutover lead with authority to sequence and pause. Entity accountants on call for reconciliation queries. The NetSuite partner's technical lead on standby with a named escalation contact. Everyone else stays out of the way.
Rollback is invoked if any entity's opening balances fail reconciliation beyond tolerance, or a severity one defect appears in bank feeds or intercompany posting. Only the cutover lead or the CFO can call it. Sage 50 remains readable until the first close completes, and the licence extension covering that is already negotiated.
Every document Simplement produces is a strong first draft, specific to your system, your dates and your reasons. You edit it in the tool and export it to Word or Excel.
This one is the eighteenth of eighteen. The business case, requirements specification, test scripts and the rest come first.
Generate yours in the demoHarbour Foods Group is fictional. This is the first page of the document, shortened to fit.
Your system, go live date, currencies, what's driving the change and a project name.
Phases, tasks, risk register and every deliverable, drafted for your project.
Tick tasks, sign off documents and ask the adviser as things change.
Less than one day of a consultant's time.
Get early accessNo, it makes you a strong client. The vendor's partner configures the software. Simplement runs your side of the project: the plan, the documents, the risks, the decisions, and the questions you should be asking them.
The plan and phases adapt. Mark the work you've already completed and the project advances to where you actually are, rather than pretending you're at day one.
The adviser is powered by Claude and works from your project context only: your system, entities, dates, drivers, and risks. It doesn't browse your files or your systems, your data is never used to train AI models, and it stays in its lane, implementation questions only. Details in our privacy notice.
The full implementation toolkit for one project: tailored methodology, first drafts of all 18 documents, the live plan, the risk register, the adviser, and the always on tools, with Word and Excel exports throughout. No tiers, no seat maths, no surprise renewal.
The MVP is live as a working demo, with the AI features running on Claude. The production version, with its own backend, accounts, and billing, is in build. Early access customers get in first, help shape what ships, and lock in the £899 price.
A small UK based team with backgrounds in management consulting and enterprise finance transformation, building the tool we always wished our clients had. We keep the company front and centre rather than personalities, and you'll always get a fast, human reply at hello@aisimplement.com.
Try the demo with your own project details, or email us about your implementation. We read everything and reply fast.