Five questions and answers about Leasify’s onboarding

Curious about how Leasify’s onboarding process works? In this article, our Onboarding Manager, Theodor Röhr, answers the five most common questions new customers ask about the onboarding process. Read on to find the answers to what you might be wondering as well!

The startup meeting is the first step in the onboarding process. During this meeting, Leasify collaborates with the customer to outline the process, discuss specific needs, set up the necessary configurations in the service, and establish a timeline. Key factors, such as previous accounting principles and company structure, are also addressed.

– If questions arise, for instance about accounting standards or the need to consult an auditor, we identify these either during the startup meeting or shortly thereafter, explains Theodor.

– The meeting is also an opportunity to discuss potential structural changes the customer wants to implement, such as adding more companies or introducing a new segmentation strategy. In summary, we gather all the information needed to efficiently manage both historical accounting and any desired changes or adjustments.

2. Is the onboarding process customized for each customer?
– Yes, Leasify’s onboarding process is tailored to meet each customer’s unique needs.

3. How are agreements uploaded into Leasify?
– Typically, the customer provides us with their material, and we handle the data entry. Depending on the scope of the agreements, we use either batch import or OCR scanning of PDF files to efficiently integrate the agreements into the system.

– Additionally, we’ve developed a template that clearly outlines the type of information needed to upload agreements. Customers can also use this template to easily upload their agreements themselves.

4. Can customers choose to handle the onboarding process themselves, and how does that process differ?
Yes, customers can choose to manage the onboarding process themselves, but it does differ somewhat from the standard onboarding approach.

– The process starts as usual with a startup meeting, where we work together with the customer to set up an account and go through the service step by step. From there, the process shifts slightly; the training focuses more on the customer’s existing material and how they can implement it in the service themselves, as well as how to adjust, manage, and update their agreements.

– This differs from a regular onboarding process, where we handle the integration of the customer’s existing agreements, and the training instead focuses on how to work with their agreements within the service on an ongoing basis.

Once the training is complete, customers can proceed independently regardless of the onboarding method they choose – with our support available when needed. For additional guidance, there is always the option to book a consultation with us.

5. How is the transition to Leasify handled if the customer already has an existing accounting setup?
– During the onboarding process, we review the customer’s accounting files together with them, ensuring that all values are accurately interpreted and match the reports generated in our service.

– During the review, we sometimes identify discrepancies, such as differences in interest calculations or acquisition values. When this happens, we discuss the deviations directly with the customer and jointly decide whether to correct the issues immediately or adjust them at a later stage. We also address key policy questions, such as the choice of depreciation rates and VAT, to ensure we find the most suitable solution for the customer’s specific needs.

– The goal is to make the transition as seamless as possible and to align the accounting with the customer’s previous financial statements to simplify both the closing and opening of reports,Theodor concludes.

If you have further questions or thoughts about Leasify’s onboarding process, feel free to contact us at: support@leasify.se.