General Ledger Requirements

Help us understand what you need from your general ledger software. Only Contact, Company Name, Phone, and Email are required — every question is optional, but the more you share, the better prepared we'll be for our first conversation.

Contact Information

Contact *

Company Name *

Phone *

Email *

Your Current Situation

1. What general ledger or accounting system do you use today?

2. Why are you looking to replace or upgrade it?

3. How many people will need access to the general ledger?

Structure & Scope

4. How many legal entities or companies do you need to account for?

5. Do you have intercompany transactions that need to be eliminated at consolidation?

6. Do you transact in multiple currencies?

7. How is your chart of accounts structured?

8. What do you need to track beyond the account itself?

Departments Locations or branches Projects or jobs Product lines Customers Funds or grants Other

9. What fiscal calendar do you use?

Anything Else

Anything else we should know?