New finance system implementation tips for success

A new finance system implementation project is a big project, but it can be a smooth one, with our hints and tips, gained from supporting hundreds of clients’ move on to AccountsIQ.

September 8, 2025
4 Minutes
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Elaine Birch
Content Manager
New finance system implementation tips for success

Implementing a new finance system is a significant project, but with the right planning and expert support, it doesn’t have to be stressful. At AccountsIQ, we’ve helped thousands of organisations transition smoothly to our cloud financial management platform. Along the way, we’ve gathered a wealth of practical insights to help make your finance system implementation a success.

Our Customer Success and Implementation teams are made up of qualified accountants and experienced finance professionals—many of whom have used AccountsIQ themselves before joining our team. They understand the challenges first-hand and are here to help you every step of the way.

Common questions when preparing for a finance system implementation

When speaking with new clients, these are some of the most frequent questions we hear:

  • Do we need to run both systems in parallel during implementation?

  • What’s the best time of year to switch systems?

  • How can we drive engagement across the finance team and wider business?

  • What kind of preparation should we complete in advance?

  • We use several finance tools—should we change everything at once?

  • Should we adapt our processes to suit the new system?

  • Do you have a typical implementation roadmap we can follow?

Thinking of changing your finance system?

If you're still exploring whether a finance system change is right for your business, we can help you evaluate the benefits and understand what’s involved. For further guidance, check out our blog on Top Tips Before Changing Accounting Software.

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Our team is here to support you at every stage of your finance transformation journey—from planning and onboarding to long-term success.

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