Skip to content
Frihet

For Accountants

Onboarding with a verifiable scope

Five milestones to validate the fit without inventing timelines, migrations or support levels before reviewing your case.

Pilot milestones

  1. 1

    Define scope and owners

    Before starting

    We inventory the portfolio, formats, permissions and obligations. The output is a written pilot scope with owners, assumptions and exclusions.

  2. 2

    Prepare compatible imports

    Based on volume and format

    We validate a sample before importing. Frihet supports invoices with OCR review and catalogues via CSV or Google Sheets; charts of accounts, balances and external formats are confirmed case by case.

  3. 3

    Configure portal and statements

    Guided configuration

    We enable portal access and test document uploads. Bank reconciliation starts from OFX, MT940 or CSV statements; we do not promise a direct PSD2 connection.

  4. 4

    Review one tax cycle

    During the pilot

    We generate previews and PDF or AEAT TXT exports for M303, M130, M111 and M115. Your team reviews the output before manual filing; Frihet does not claim to file these returns for you.

  5. 5

    Agree the rollout

    After validation

    If the pilot meets the agreed criteria, we document rollout, support and the next batches. Any timeline or SLA is stated explicitly in the proposal.

What you get

  • Pilot scope with assumptions, exclusions and owners.
  • Map of compatible formats and imports, including detected exceptions.
  • Configuration checklist for workspace, permissions and portal.
  • Support channel and response terms agreed in writing.
  • Validation report and recommended next steps.

Frequently asked questions

Do I have to stop operations to migrate?
It depends on the source system and volume. We recommend a parallel pilot with a representative sample; the final cutover is planned only after data and exports have been validated.
Who runs the import?
Responsibilities are set in the pilot scope. This page does not assign a technician, timeline or complete migration before the formats have been reviewed.
What about historical data?
We first define which history needs to move and what should remain exportable in the source system. Compatibility and volume are tested with a sample before migration is confirmed.

Validate a pilot for your firm

Share portfolio size, formats and priority. We review feasibility, scope and the next step.

Request a pilot Request access to the program