Onboarding
Six steps from first call to go-live. On3oard runs the process; your team's time commitment is focused on access and business rules.
Discovery call
We discuss your finance workflows, document volumes, and goals, and confirm Felix is the right fit.
Onboarding form
You complete a structured form covering your entities, suppliers, approval thresholds, and key contacts.
Systems and mailbox access
Your team provides access to PO, GRN, and invoice documents and sets up the company mailbox Felix will use.
Business-rules workshop
A working session to capture your matching rules, tolerances, and exception-handling preferences.
Staff quick-start training
On3oard provides a quick-start guide and a facilitator-led session so your staff know how to work with Felix from day one.
Go-live with probation Week 1
Channels go live and Felix begins the structured 4-week probation with your approver in the loop.