Frequently Asked Questions

Who is Fiskal's ideal client?

Our ideal client is a North American manufacturing, wholesale/distribution, or blended D2C/B2B brand with $1M–$50M in annual revenue. Most have already implemented Cin7 Core but aren’t getting the value they expected. Integrations with tools like QuickBooks Online/Xero, Shopify, Shipstation, 3PLs, or EDI partners are often fragmented, causing reporting errors, poor inventory visibility, and operational inefficiency.

What problems does Fiskal solve for Cin7 users?

• Fixing broken or incomplete integrations with accounting, eCommerce, and 3PL systems.

• Streamlining order, inventory, and fulfillment workflows

• Eliminating data discrepancies between Cin7 and other platforms.

• Building reliable financial and inventory reporting you can trust.

• Training teams to follow the right processes so the system works as intended.

Do you only work with existing Cin7 users?

No. While many clients come to us after a poor Cin7 implementation, we also implement Cin7 Core for businesses moving off QuickBooks Desktop, Fishbowl, legacy ERP/MRP systems, or spreadsheet-driven operations. The difference is we design it correctly from day one, aligning operations, finance, and reporting.

What makes Fiskal different from other Cin7 partners?

Most Cin7 partners are either accountants or system implementers. We’re both. We bridge the operational and financial sides—designing workflows that work for your warehouse, sales team, and finance team alike. This means your Cin7 data actually ties back to a clean P&L, balance sheet, and cash flow . We also bring deep MRP and demand forecasting expertise to ensure inventory and purchasing decisions directly support cash flow and growth.

What other systems can you integrate with Cin7?

We have experience integrating:

• Accounting: QuickBooks Online, Xero

• eCommerce: Shopify, Amazon, WooCommerce

• EDI & Retail Portals: SPS Commerce, CommerceHub, Crystal EDI

• 3PL/WMS: ShipHero, Ramp Logistics, Seiko Logistics, ShipEdge

• POS: Shopify POS, Square POS , CIN7 POS

What is your approach to fixing a broken Cin7 setup?

• Audit – We run a systems and process audit to pinpoint where data is breaking (between Cin7, accounting, eCommerce, and 3PL).

• Design – Build a clean architecture for integrations and workflows.

• Implement & Train – Configure Cin7 properly, connect all systems, and train your team on the new process.

• Monitor & Support – Provide ongoing monthly checks, variance analysis, and usage reports to keep things on track.

Do you support advanced manufacturing in Cin7?

Yes. For clients with production processes, we set up advanced manufacturing so you can track work orders, BOM components, and production steps—whether in-house or with co-packers. We align MRP so purchasing, production, and demand planning work together without overstocking or starving production.

Can you help with demand forecasting & MRP in Cin7?

Absolutely. We design demand forecasting and MRP processes that turn Cin7 into a forward-looking tool:

• Demand Forecasting: Use sales trends, lead times, and seasonality to project future stock needs.

• MRP Alignment: Ensure purchase orders are driven by accurate forecasts and BOM requirements.

• Cash Flow Impact: Tie buying decisions to real-time cash flow projections so you invest in the right stock at the right time

Can you help if our accounting data in QuickBooks doesn't match Cin7?

Yes. This is one of the most common issues we solve. We align operational transactions in Cin7 with accounting entries in QuickBooks, clean historical mismatches, and set controls to prevent future discrepancies. The result is accurate, real-time financial reporting.

What results can clients expect?

• Accurate, real-time stock visibility across all channels

• Reliable monthly P&L, balance sheet, and cash flow

• Automated processes that eliminate double entry

• Teams trained on exactly how to use Cin7 correctly

• Confidence that your tech stack can scale with your business.

General

How quickly can Fiskal get started?

We typically begin with a scoping session within days of agreement. Depending on complexity, full implementation or reimplementation projects take 3–6 months, with advanced manufacturing and multi-warehouse setups on the longer end.

What is the process for starting services with Fiskal?

The process includes an initial consultation, client alignment matching, a second consultation, agreement signing, and onboarding.

How do you handle confidentiality and data security?

We employ advanced encryption, secure servers, and strict confidentiality agreements to protect your data.

Can I request additional services outside of the initial agreement?

Yes, you can request additional services at any time, and we'll accommodate your needs.

How frequently will I receive financial reports?

Financial reports are provided monthly before the 15th, with options for more frequent updates if required.

What are the payment terms for your services?

Payment terms are typically net 7 days.

How can I contact my financial management team at Fiskal?

You can contact your team via email, phone, or Slack.

What is your response time for client inquiries?

We strive to respond to all client inquiries within 24 hours. We have dedicated escalation points across time zones.

Do you offer support outside of regular business hours?

Yes, we offer support outside of regular business hours upon request.

What software and tools do you use for financial management?

We use top-tier financial software like QuickBooks and Xero.

What is your process for onboarding new clients?

See Fiskal first 90 days.

Working with Fiskal

How do you measure the success of your financial management services?

We measure success through key performance indicators (KPIs), including the latency of management accounts, Dext precision score, customer rating on understanding, NPS for customers, and industry benchmarking percentages.

Can you provide case studies or testimonials from previous clients?

Yes, please refer to the Customer Stories page.

What kind of ROI can I expect from your services?

ROI varies based on services, but clients typically see significant improvements in timely, accurate, understandable, and insightful financial information.

How do you stay updated with the latest financial trends and best practices?

Our team regularly attends industry conferences, training sessions, and subscribes to leading financial publications.

Performance and Results

What are your contract terms and conditions?

Terms and conditions are detailed in each contract, with a standard term of one year, renewable based on client satisfaction.

Can I terminate the contract if I'm not satisfied with the services?

Yes, contracts can be terminated with a 30-day notice if services are not meeting expectations.

How do you handle disputes or disagreements?

Disputes are resolved through mediation and open communication to ensure mutual satisfaction.

Do you offer service level agreements (SLAs)?

Yes, we provide SLAs to guarantee the quality and timeliness of our services.

Contracts and Agreements

Are your retainers changeable?

Yes, our retainers are flexible and can be adjusted based on your evolving needs.

How many team members will I receive when signing a retainer?

The number of team members depends on the scope and complexity of your needs, typically ranging from 1-4 experts.

Can I customize the services included in my retainer?

Absolutely, our services are fully customizable to meet your specific requirements.

Do you offer one-time consulting services?

Yes, we provide one-time consulting services for specific financial needs.

Services and Retainers

How do you ensure the quality of your financial management services?

We follow a Catalytic Mechanism approach. If we don't fulfill our brand promises, we will discount or credit you.

What is your approach to financial planning and analysis?

We have a dedicated FP&A specialist who uses data-driven analysis and strategic planning to provide actionable insights and ensure financial stability and growth.

Do you offer tax planning and preparation services?

No, we don't provide tax planning and preparation services but refer these to our dedicated network of experts. Please reach out if you require assistance.

Can you assist with mergers and acquisitions?

Yes, our team has extensive experience in handling mergers and acquisitions.

Do you provide payroll management services?

Yes, we offer complete payroll management services.

Can you help with securing financing or investment?

Yes, we assist clients in securing financing and investment opportunities through our network of partners.

Additional Services