100+
Full Cin7 Core implementations delivered
A System Audit is a full inspection of your setup, run by the people who configure these systems for a living. We pull the data, work out what is misconfigured and what it is costing you, then hand you a written report with recommendations you can act on. Whether we do the fixing is entirely your call.
These are the sentences we hear most often on a first call. Individually they look like small annoyances. Together they usually point at a handful of settings that were never quite right.
“Our customers are not mapping correctly.”heard on a first call
“We are being prompted to reorder goods we already have in stock.”heard on a first call
“Our COGS is frequently inaccurate.”heard on a first call
“Some purchase orders simply cannot be received.”heard on a first call
None of these are Cin7 Core being broken. In our experience they are almost always the result of a decision made early in a setup, then quietly built on top of for a year or two. An audit finds the decision, not just the symptom.
We take exports and reports from across your tenant rather than working from a conversation about how it is meant to run. What the data says is what goes in the report.
Three stages, and you are not committed to the third one. Plenty of clients take the report and work through it with their own team.
We pull the exports and reports we need and go through them properly. Alongside that, we work from your notes on what is going wrong, so we review the system in the context of the problems you are actually feeling rather than in the abstract.
You get a written report: what we found, what we think is causing it, and what we would recommend doing about it, prioritised. We then walk you through it in a review session so you can ask the awkward questions live.
We will agree whether the fixes are a “you” job or an “us” job, item by item. If you would rather we just got on with it, that work runs under an hourly agreement, quoted as an initial block of hours to get started.
The report is written to be read by the people running the business, not just by a systems person. Each finding says what is wrong, what it is likely costing you in time or accuracy, and what we would do about it. Recommendations are ordered so you can stop after the first three if that is all you have capacity for.
Where a finding touches on tax treatment or statutory reporting, we will flag it and point you to your accountant rather than advising on it ourselves.
An audit is only worth having if the person running it recognises the problem quickly. Ten years on this one platform is what makes that possible.
On acceptance of our engagement letter, we will:
The audit is a flat-rate service, billed in advance. Any work you ask us to do afterwards runs under an hourly rate agreement, with an initial block of hours quoted to get things moving.
Hourly work is billed at the start of each month for the work done the month before. We send a proforma invoice summarising what we did, then bill your nominated payment source 14 days later.
No. The report is yours, written so your own team can work through it. Some clients hand it straight to an internal systems person and get on with it. Others would rather we just did it, which is fine too.
Once you are a client, you can come back at any point in the future and have us jump into the system with you when something new comes up.
Most audits run over a couple of weeks from the point we have access, though it depends on how quickly the preparation checklist comes back and how large the tenant is. We will give you a realistic window before you commit, and we would rather set expectations wide than miss them.
Very little. We work from exports and read-only review rather than changing anything, so day-to-day operations carry on as normal. The main call on your time is the preparation checklist at the start and the review session at the end.
Book a call and tell us what is going sideways. If an audit is the right answer we will say so, and if your problem is narrow enough to fix in an hour, we will tell you that instead.
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