Team onboarding
A guided session for everyone who will use the system, tailored to the modules you have switched on.
- Roles and who needs what access
- The daily workflow per role
- Approvals and period discipline
- Q&A with your own scenarios
Webinars & training
Live sessions for teams moving onto WisoBooks
Onboarding sessions for new teams, month-end clinics for finance staff, and open Q&A with the people who build the product.
Live
With Q&A
Team
Onboarding sessions
Free
To attend
Overview
Session formats
Pick the one that fits where your team is.
- Getting started: setup, master data and your first invoice
- Month-end clinic: reconciliation, revaluation, accruals and the lock
- Inventory deep dive: costing, warehouses, transfers and stocktakes
- Open Q&A: bring your own file and your own questions
Month-end clinic
A walkthrough of a clean close, with the traps called out.
- Bank and cash reconciliation
- Foreign-currency revaluation
- Accruals, prepayments and depreciation
- Trial balance review and period lock
Private sessions
For teams with a specific migration or industry setup.
- Migration planning from your current system
- Chart of accounts design
- Cost center and project dimension design
- API and integration planning
FAQ
Questions, answered
How do I register?
Ask through the contact page or the chat widget and we will send you the next available session.
Are recordings available?
Yes, for the standard sessions. Private sessions are recorded on request.
Is there a cost?
Standard sessions are free. Extended private training is quoted per engagement.
Can you train our accountant too?
Yes, and we run sessions aimed specifically at accountants and bookkeepers.