Step 1 — Introductory Discussion

We understand your business structure, transaction volume, and operational requirements.

Based on this discussion, the appropriate subscription plan is finalized.

Step 2 — Service Agreement & Subscription

• Service scope confirmation

• SLA definition

• Subscription activation

• First billing initiation

Work begins after subscription confirmation.

Step 3 — Business Information Setup

You will provide basic business details:

• Company registration details

• GST & PAN information

• Bank account details

• Vendor & employee information

• Existing financial records (if available)

Step 4 — System Onboarding

ProfitPlanner sets up:

• Accounting environment

• Document submission channels

• Finance workflows

• Communication structure

Your business becomes part of the ProfitPlanner Shared Service system.

Step 5 — Document Submission Activation

Structured submission channels are enabled:

• Vendor invoices submitted directly via email

• Employee reimbursements submitted digitally

• Payroll inputs shared through defined process

No additional manpower required from your side.

Step 6 — Finance Operations Begin

ProfitPlanner starts managing:

• Accounting processes

• Compliance tracking

• Payroll coordination

• Monthly financial reporting

Step 7 — Monthly Financial Reporting

At the end of each month:

• Books are closed

• MIS prepared

• Financial summary shared

• Review discussion scheduled (as per plan)