Fully Set Up in 30 Days
9 min
In theory, everything sounds easy – but what matters is what actually works in practice. That’s why we’ve developed an onboarding process that delivers what it promises: clear, structured, and efficient. Here’s what to expect.
9 min
More than 10,000 companies already rely on Candis
How the Implementation Works with Candis
Ready to go in 90 minutes
Analysis of processes, workflows + potentials.
Setup of exports, e.g. for DATEV.
Adjustment of features to your setup.
Candis At Work
First invoice approvals completed.
Scheduling of 4 follow-up sessions as needed.
Space for everyday questions.
Ready for month-end closing
Joint completion of all open items.
Unlimited access to support + training.
Personal guidance from experts when needed.
The Candis Implementation Service
A software implementation is only truly successful if you can get to work straight after onboarding. For that to happen, everyone on your team needs to know what to do – from the first login to the first approved invoice. With Candis? Nothing out of the ordinary.
Invitations + training on key features for everyone on the team
Setup of your central invoice inbox via email
Invoices move smoothly through your entire process
Import of core data (incl. support during preparation)
Export+ further processing of invoice data in DATEV
Connect Candis directly to Personio
First name, last name, and email address are automatically synced. This way, you only need to make changes in one place.
Our 30-day Implementation Promise
Candis is fully integrated into your processes within 30 days. You’ll get access to the platform within 24 hours. A structured checklist helps you prepare – from the DATEV interface to your first invoice in the system.
Optional: Our experts are available to support you with:
Outgoing invoices: Guidance for your outgoing workflows
Process documentation: Keep your workflows audit-proof
DATEV support: Interface setup and core data maintenance
Two hours of consulting: Tailored process optimisation included
90 Minutes of Clarity
Our first meeting is more than just an introduction. We establish a shared foundation, review your current workflows, and set everything up so you can take it from there. Clear, understandable – and thoroughly documented.
Evaluate workflows: We review your approval flows and AP process
Explain key features: An overview of all relevant areas in Candis
Prepare for export: We set up the technical export path together
Align expectations: We define the next sessions and their focus
Track outcomes: You’ll receive a full summary by email
Getting to the Finish Line
Whether you need help with exports, questions from finance or last-mile fine-tuning – the four follow-ups are tailored to your needs. We resolve open issues, support your transition into daily operations and ensure everything runs as it should.
Plan flexibly: You choose when and what to focus on
Clarify open points: For live questions from accounting or day-to-day use
Support export: First exports reviewed and tested together
Review together: First evaluation after two weeks of live use
Looking Back – and Ahead
At the end of your onboarding, we review what’s still open – both operationally and structurally. We collect feedback, prioritise remaining tasks, and walk you through what’s next – including how support from Candis continues.
Ensure transparency: Overview of support, training + contacts
Set the roadmap: Upcoming updates, beta features + extensions
Hand over to Care Team: Optional check-in after 12 weeks for Candis Plus + Max users
