Onboarding - CDI - Computing Dynamics Inc. Developers of Finex

WHAT YOU CAN EXPECT

Our goal is to complete all of the heavy lifting, so that you don’t need to lift a finger when it comes to building & installing your customized software package:

Meeting online to collect financial history
(15-30 minutes)

Collect financial statement data for previous 4 years that will allow you to report against previous years and forecast with accuracy from day one of use.

Meeting online to deliver, install and set-up software
(15-30 minutes)

Sit back while we do the heavy lifting. We run the installation, complete checks to ensure everything is completed as required, and will complete the personalized settings with you so that you can run & deliver reports the way you want them right from the start.

Initial training for user(s)
(30-60 minutes)

This meeting can be combined with the above software delivery meeting, or scheduled to be done separately at your next month-end.

Follow up training review at next month-end
(30-60 minutes)

Walk through the reporting process with you, give pointers to make the process even quicker/easier when possible, answer any questions, etc.

Ongoing phone and email support is available as needed
(15-30 minutes)

No limitations are put in place when it comes to how, when, or why you get in touch – we always want you to call or email us to avoid inconveniences or frustration. We can schedule “refresher” demos, Q&A calls for clients with multiple users, sit-ins with you while you run month-end, or simply answer ad-hoc questions/concerns regarding the software. We will work hard to go above and beyond for every customer, and continue earning your
business long after you become our client.

What our clients are saying about us

Finex is an integral part to our month-end reporting, not only for our dealerships but also for our internal corporate analysis. It integrates with all of our systems very well. On top of that, Computing Dynamics delivers quality customer support, the staff are helpful, and any issues are quickly resolved.

Paul Fortin, VP of Finance, Myers Automotive Group

We've been working with Computing Dynamics since 2003. The software is user-friendly, their support team is easy to reach whenever we have questions, and we can compare our performance against our budget and prior year whenever we need to. That allows our managers to make important decisions faster.

Willy Heffner, Dealer Principal, Heffner Lexus Toyota

Every time we call Computing Dynamics with questions about our Finex reports, the staff are always so friendly and helpful to deal with. Given the size on our business, and that we are constantly adding new stores to the group, I would never even consider not using Finex to get the monthly insights we need.

Brian Bone, Chief Operating Officer, The Humberview Group

Reasons you’ll love us

Award-winning customer support: Talk to a live team member who knows you, whenever you call or email us with questions – because you have more important things to do than wait on hold.

Enjoy complete control and privacy of your data: Your finance and customer information never leaves your computer, so you’re never at risk of security breach.

You’re in good company: We have 500+ clients from coast to coast who love what we do. We are happy to provide you with references!

Let us take care of the details, so you can take care of your bottom line. Ready to see our solutions in action? Let’s book 30 minutes to give you a virtual tour.