Implementation, with AI built in

ERP and CRM implementation, with AI working from day one.

We move your finance system and CRM to the cloud, carry your data and processes across, and switch on AI agents the day you go live. Agents handle the routine steps. Your people approve anything touching cash, clients or close.

Start the conversation Watch it run

See what we implement

01The problem it solves

Still running an old version?

Today

Your finance system or CRM was right when you bought it. The business has grown since. Spreadsheets fill the gaps, reports take days to build, and every upgrade quote looks like a rebuild.

With GoAda360

A move is the best moment to fix how work flows between your systems, so we use it.

Your data, checked.Customers, suppliers, open balances and history, migrated and reconciled before cutover.
Your processes, carried across.Approvals and sign-off levels move with you, written down as we build.
AI working on day one.Agents set up projects from won deals, match invoices, chase timesheets and debtors, and draft the routine paperwork.

02What you get

One implementation. Three things you keep.

New systems.Your ERP and CRM, live AI at work.Agents from go-live Knowledge.Captured as we build

Select an orbit to explore it

New systems.

Your ERP and CRM, live.

Your ERP and CRM implemented, connected to the systems you keep, tested by your own people, and live with your team trained.

We read before we propose: your current system is surveyed read-only, under your own sign-in, and the work is priced on evidence.

Data migrated and reconciled before cutover. Cutover rehearsed before the real one. Support after go-live.

What every implementation includes

Your current system surveyed read-only before anything is quoted
Every design decision recorded, with a named owner on your side
Data migrated and reconciled before cutover
Connections to the systems you keep
Testing by your own people before go-live
Training for your team, and support after go-live

From survey to go-live

Survey
Design
Build
Migrate
Test
Rehearse
Go live
AI on

Talk to us about a move See what we implement

AI at work.

Built in, not bolted on.

AI agents run the routine steps across sales, delivery, people and finance from go-live.

A named person approves anything touching cash, clients or close.

Posting, payments and filings stay human, permanently.

Ask a question in plain English and get the answer with its definition, source and owner attached.

Ask the Numbers · illustrative

"Will we hit the number?"

Forecast £11.2m against a £12.0m target: £0.8m short, pipeline coverage 1.8x.

Receipt Definition: closed revenue plus weighted pipeline · Owner: the FD
Source: one model, fed by your finance system and CRM
Ungoverned questions are refused.

What the agents do from go-live

Set up the project from a won deal
Chase timesheets and draft invoices from approved time
Flag unbilled time
Match supplier invoices to orders and receipts
Reconcile the bank and chase overdue debtors
Build the month-end pack, ready for sign-off

Watch it run

Knowledge.

What your business knows, written down.

Every design decision, process and approval level, captured as we build.

You own it, and it tells you when something changes and a document falls out of date.

Staleness report · illustrative

Pricing policyStalethe decision of 14 May changed the discount rule; this card cites the old one

Systems estateCurrentall sources unchanged since last review

Banking covenantsStalethe facility was amended; the reported formula no longer matches the agreement

03See it

Watch it run.

A guided tour of the business after go-live: pipeline, delivery, people and the ledger on one screen, with agents doing the work and people approving it. Pick your seat: CFO or CEO.

Pause the tour at any point to explore the Super App yourself.

04Who it is for

Where firms usually start

Most common

Stuck on an old version.

An older or on-premise system that support is leaving behind, and a team working around it. We move you to the cloud and switch the AI on as you land.

Accounts documents and a calculator on a desk

Outgrowing

Outgrowing your system.

Small-business accounts or a starter CRM the team now works around.

Rescue

An implementation that went wrong.

Late, over budget, or live and still not working. We find out why and finish it.

Acquisition

After an acquisition.

Several businesses on different systems, brought onto one, with one set of numbers for the board and investors.

05On the systems you have

Happy with the systems you have? Switch on the AI on its own.

The same agents and approval gates run over the ERP and CRM you already use. The usual first process is won deal to first invoice.

Show me it running

Won deal.

The project is set up from the won deal, ready for the project lead to confirm.

Timesheets chased.

Agents chase the timesheets, so approved time is ready when billing runs.

Draft invoice.

Approved time is drafted as an invoice. Finance signs off each one.

Unbilled time flagged.

Unbilled time and rate errors are flagged before the invoice goes out.

06How we work

Senior-led, start to finish.

The founding team has spent decades delivering finance and customer systems, from global banks to owner-managed firms, including picking up implementations others could not finish. The people who design your system are the people who build it.

07Where to start

How it starts

01A conversation.Tell us what is in front of you. We reply with a worked example specific to your business. 02A fixed-fee survey.We read your current systems, read-only, under your own sign-in, and price the work on evidence. 03The implementation.Scoped from what the survey found, with AI live from go-live.

From old systems

to AI at work.

AI does the work. People approve it. Every figure carries its receipt.

08Ready when you are

Start the conversation.

Tell us what is in front of you. We reply with a worked example and a fixed-fee first step.

1A worked example, specific to you

2A fixed-fee first step

3A person at every gate, from day one