# Invoice management: Live and running in 30 days

> Candis offers a structured 30-day implementation service for invoice management software that includes initial setup, team training, and four follow-up sessions to ensure companies can begin using the platform immediately after onboarding.

Source: https://www.candis.io/en/service/implement-candis

## Fully Set Up in 30 Days

OUR IMPLEMENTATION GUARANTEE

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.

## More than 10,000 companies already rely on Candis

Since 2015

## How the Implementation Works with Candis

WHAT TO EXPECT

### Ready to go in 90 minutes

- Analysis of processes, workflows + potentials.
- Setup of exports, e.g. for DATEV.
- Adjustment of features to your setup.

Today

### Candis At Work

- First invoice approvals completed.
- Scheduling of 4 follow-up sessions as needed.
- Space for everyday questions.

Day 14

### Ready for month-end closing

- Joint completion of all open items.
- Unlimited access to support + training.
- Personal guidance from experts when needed.

Day 30

## The Candis Implementation Service

WHAT YOU GET

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

## Our 30-day Implementation Promise

FAST, STRUCTURED, GUARANTEED

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

blau direkt

Peer Möller

Head of Finance

“After only a very short time, Candis was fully implemented and in full operation!”

sourc-e GmbH

Felix Severing

Co-Founder & CPO

"The onboarding went really well. Thanks to the proactive help from Candis Support, we were able to go live very quickly."

DRIVEN Investment GmbH

Jaqueline Hirtz

Assistant to the Management

„The user interface is intuitive and user-friendly, which made it much easier to get started.”

## 90 Minutes of Clarity

YOUR FIRST SESSION

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

FOUR FOLLOW-UP SESSIONS

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

WHAT COMES NEXT

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