Implementation
From your current system to KND+, without the chaos.
A structured path, and we do the heavy lifting — your team keeps working while we build, and you go live on a system that fits how you operate.
The process
How we get you live.
Assess
We review your current accounting, approval process and financial policies — what works, what doesn't, and what your organization actually needs.
GL coding template
We design a clean chart of accounts and coding structure for programs, funders, departments and locations — the foundation every report will stand on.
QBO + ApprovalMax, created and synced
We set up QuickBooks Online and ApprovalMax, connect them, and configure one automated workflow for every bill and approval.
Data cleaned and migrated
We clean your historical data and move your current financial system onto the new foundation — no half-migrated limbo.
Train
We train your finance team, approvers and staff. Because KND+ runs on intuitive tools, adoption is fast.
Support
We go live with you and stay available after — so the system keeps performing as designed.
What to expect
A clear split of responsibilities.
What we need from you
Access to your current system and records
A point person for decisions
Your policies — or the appetite to update them
Time for training sessions
What you get
A documented GL coding template
QuickBooks Online + ApprovalMax configured and synced
Clean, migrated data
A trained team and a system that runs
Let's talk
Ready when you are.
Book a walkthrough and see KND+ against your own process — what changes, how the migration works, and what your team would stop doing by hand.