Onboarding

Welcome to Patterns!

Our onboarding process is hands-on and collaborative, if you or someone on your team have not met with us yet, please get in contact with us here.

Patterns is a financial intelligence platform that transforms how your finance, accounting, and operations teams get work done and generate value!

Step 1: Understanding Your Business

We start by building an understanding of the current state of all your financial data, operations, and reporting requirements to inform a rollout strategy. This typically involves a few meetings with the Patterns team to understand your key business challenges and financial goals. Are you looking to improve cash flow visibility, reduce reconciliation overhead, or better manage revenue recognition?

Intro & Discovery: 2-3 meetings to ensure fit and alignment

Step 2: Data Evaluation

Once we understand your goals, we move on to evaluating your data to ensure a solid foundation before continuing. Patterns securely connects to all of your financial data sources, such as ERP/AP/AR systems through a data warehouse connection. After connecting your data to Patterns, we train our AI to reproduce your existing reports to ensure consistency, gain confidence, and deliver a quick win.

Data Integration: usually takes 1-3 days depending on existing data warehouse setup
Metrics & Context: in 1-2 weeks the Patterns team will train your AI on a targeted subset of your company's data, metrics, and definitions preparing it for an initial pilot.

Step 2b: Reconciliation Evaluation

If your underlying data is messy or incomplete, this is an opportunity for leveraging our AI powered data reconciliation module. After connecting to your data, we will estimate the ROI for implementing our accelerated reconciliation tool across relevant business transactions eg. AP/AR/Inventory etc.

Reconciliation Evaluation: about 1 week depending on business complexity

Step 3: Initial Pilot

With your data connected and the AI trained on your specific metrics and definitions, we move to the initial pilot phase. During this phase, you’ll see Patterns in action, generating reports, reconciling data, and delivering insights tailored to your needs. This hands-on experience will allow your team to interact with the platform and validate its effectiveness in addressing your goals, such as improved visibility, reduced overhead, or more streamlined operations.

Key Deliverables:
- Initial AI-generated reports based on your financial data and metrics.
- Reconciliation and reporting workflows customized to your use case.
- Feedback loops established with your team to identify improvements and additional needs.
Timeline: Typically 2-3 weeks, depending on the complexity of your business and feedback cycles.

Our team will work closely with you to ensure a smooth transition into using Patterns, providing any necessary training or support during this phase. This is your chance to test how Patterns integrates into your existing workflows and identify areas for further optimization.

Step 4: Review, Refine, and Expand

Once the pilot phase concludes, we work with you to review outcomes, refine the processes, and plan the next steps for expanding the platform's capabilities across your organization. During this step, we evaluate the pilot's success against your initial goals and fine-tune the system for broader deployment.

Review: Analyze the pilot results, including efficiency gains, ROI, and user feedback.
Refine: Adjust the AI model, workflows, and reporting outputs based on your team’s feedback to ensure the platform fully aligns with your needs.
Expand: Discuss additional opportunities for scaling Patterns to other areas of your business, including extending AI capabilities to support new processes, teams, or financial operations like Capital or Audit modules.
Key Deliverables:
- Finalized reporting templates and reconciliation processes.
- An action plan for full-scale deployment, including training and onboarding additional teams.
- A roadmap for integrating beta modules (Audit and Capital) if applicable.
Timeline: Approximately 2-4 weeks, tailored to your company’s scale and feedback integration requirements.

This iterative process ensures Patterns evolves with your business, delivering increasing value as it integrates deeper into your financial, accounting, and operational systems.

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Step 1: Understanding Your Business

Intro & Discovery: 2-3 meetings to ensure fit and alignment

Step 2: Data Evaluation

Data Integration: usually takes 1-3 days depending on existing data warehouse setup

Metrics & Context: in 1-2 weeks the Patterns team will train your AI on a targeted subset of your company's data, metrics, and definitions preparing it for an initial pilot.

Step 2b: Reconciliation Evaluation

Reconciliation Evaluation: about 1 week depending on business complexity

Step 3: Initial Pilot

Key Deliverables:

Initial AI-generated reports based on your financial data and metrics.
Reconciliation and reporting workflows customized to your use case.
Feedback loops established with your team to identify improvements and additional needs.

Timeline: Typically 2-3 weeks, depending on the complexity of your business and feedback cycles.

Step 4: Review, Refine, and Expand

Review: Analyze the pilot results, including efficiency gains, ROI, and user feedback.

Refine: Adjust the AI model, workflows, and reporting outputs based on your team’s feedback to ensure the platform fully aligns with your needs.

Expand: Discuss additional opportunities for scaling Patterns to other areas of your business, including extending AI capabilities to support new processes, teams, or financial operations like Capital or Audit modules.

Key Deliverables:

Finalized reporting templates and reconciliation processes.
An action plan for full-scale deployment, including training and onboarding additional teams.
A roadmap for integrating beta modules (Audit and Capital) if applicable.

Timeline: Approximately 2-4 weeks, tailored to your company’s scale and feedback integration requirements.

This iterative process ensures Patterns evolves with your business, delivering increasing value as it integrates deeper into your financial, accounting, and operational systems.