With a range of pricing plans available, a.i.’s team of specialists are able to help you pick the perfect financial planning software solution for your business needs. To ensure a smooth transition onto the a.i. software, we offer all clients onboarding and data migration, along with access to our team of highly qualified product support experts.
a.i.'s Onboarding, Data Migration & Support Specialists will ensure a smooth transition onto the a.i software.
a.i. will ensure that every aspect of your setup is taken care of by one of our dedicated Onboarding Specialists. Our team will take the time to get to know you and your business and provide a personalised onboarding and training program.
Your setup includes:
Our Data Migration Specialists will migrate, cleanse, and test your data from your incumbent software provider. Dependent on the size of your licensee or practice, this can take 2-4 weeks.
a.i supports data from various platforms and the following data formats.
Our Product Support specialists are available during business hours via chat, email, or phone. The team are highly qualified advice & software experts and they'll help resolve your queries in a jiffy.
You get 24/7 access to the a.i Help Menu and a.i. Academy. Here you’ll find videos, tips & FAQs, including our real-time, in-built ‘search guide’ and 'walk thru' – you’ll be an a.i. expert in no time.