How do you get started with OurFinanceTeam?  It's EASY!

1.  Complete your Profile

Download our client profile form and email to us at This e-mail address is being protected from spambots. You need JavaScript enabled to view it .  We will assess your information to determine:

• Services requested
• Product recommendations
• Workflow solution that fits your needs best

2.  Setup

We will perform a variety of basic setup tasks to enable our workflow plan as efficiently and streamlined as possible.  Some of these steps are:

• Possible product installation at your site
• OurFinanceTeam Portal client account setup
• General Ledger Chart of Accounts setup, if needed
• Establish online account updates and other integrated features

3.  Training

OurFinanceTeam will work with you to carefully show you how to utilize your new collaboration software and business processes.  We will hold several training sessions, as needed.  Of course, your OFT representative is always availalbe for any additional questions.

For Additional Questions or to Get Started:  Contact us at 877.884.3579 x705