Source
Go-to AI partner for ERP VARs & Firms
Partner Pricing, Scope & Terms of Engagement

Financials ERP Implementations in 30 days, for under 10k with AI.

Scale your finance-heavy implementations with AI and make 50%+ margin.

30 Days
Kick-off to go-live
vs 4–6 months traditional
$7.5K – $25K
Quote to your client
Fixed fee · 50% margin
Co-Branded
Powered by Source AI
White-label delivery

Quote your client from $7,500 to $25,000 for a complete financials implementation. Source AI's fee is 50% of what you charge — you keep a 50% margin, guaranteed.

Complete financials implementations with Source AI for a fixed price, in under 30 days

Discovery through go-live in under 30 days. Source AI handles all technical delivery — you keep the client relationship.

What You Can Tell Your Clients

“We can get you off your system and fully live on NetSuite Financials in under 30 days for $9K, no hourly billing, no scope creep, no surprises.”

No other provider offers this.
Traditional financials-only implementations are not at this price or speed.
NetSuiteDynamics 365SAPSage
Source AI Handles
(End-to-End)
Discovery & requirements
GL & financial config
AP, AR, bank, tax modules
Data & transaction migration
10+ years of historical data
Workflows & close process
Native integrations
Testing & validation
Go-live & cutover
Partner-Owned
Finance team training
Client relationship
Change management
Post go-live hypercare
Stakeholder alignment
Example Partner Pricing
Example prices partners can quote to clients. Source AI cost is the platform fee invoiced to the partner.
Price (Quoted to Client)
Source AI Cost
Example Margin
$10,000
$5,000
$5,000(50%)
$15,000
$7,500
$7,500(50%)
$25,000
$12,500
$12,500(50%)
>$25,000
Custom
Custom
Supported Industries
Fixed pricing applies to the following industries. Industries not listed require custom scoping.
Corporate Services
Holding companies, shared service centres, family offices
Business Services
Staffing, cleaning, security, facility management, fleet
Professional Services
Law firms, accounting firms, consultancies, IT services
Software / SaaS
B2B SaaS, dev tools, cloud platforms, cybersecurity
Media & Internet
Digital publishers, streaming, podcasting, social media
Nonprofit
Foundations, charities, associations, membership orgs
Hospitality
Hotels, restaurants, cafes, catering, event venues
Real Estate
Property managers, brokerages, investment firms, REITs
Scope of Work
Complete scope grouped by implementation phase. Items marked Source are included in the fixed fee. Items marked Partner are the partner's responsibility.
Delivery Breakdown
Who Does What
Source AI — 85%
15%
Discovery, config, migration, workflows, reporting, testing, go-live
Partner
Current system assessment (System agnostic)
Chart of Accounts review + redesign (if needed)
Financial reporting requirements (P&L, BS, Cash Flow, segments)
Close process review (monthly / quarterly)
Tax / compliance requirements review
Define scope boundaries (financials only — no ops)
Chart of Accounts setup, transformation & migration
Subsidiaries & multi-entity / multi-currency
Accounting periods & fiscal calendar
Segmentation strategy (Class, Department, Location, etc)
AP, AR, Bank, Fixed Assets, Rev Rec & Tax configuration
Customer & vendor record migration
Open AR invoices & open AP bills
Beginning balances (GL)
Historical financials (up to 10 years)
Bank balances & reconciliations
Full historical transaction migration
Journal entry imports for balances
Invoice generation (basic)
Vendor bill processing
Payment processing (checks, ACH)
Collections / dunning (light config)
Approval workflows (AP approvals)
Month-end close checklist
NetSuite-native bank feeds
SuiteApp activation & configuration
Native payroll connectors (NS-supported)
Native tax engines (e.g. Avalara via SuiteApp)
Unit testing (financial flows)
UAT support (finance team only)
Data validation: trial balance tie-out
Data validation: AR/AP reconciliation
Parallel close (optional, recommended)
Cutover plan (typically aligned to month-end)
Final data migration (open balances)
System validation
Finance team training
Admin-level training (light)
Client relationship management
Stakeholder alignment & executive workshops
Change management & internal communications
Post go-live hypercare: issue resolution
Post go-live hypercare: report adjustments
Post go-live hypercare: first month close cycle support
Custom Integrations & External Services — Additional Fee

Anything beyond native NetSuite functionality and SuiteApps is subject to a small additional fee, scoped per project. This includes custom reporting and dashboards (P&L, Balance Sheet, Cash Flow, segmentation, executive dashboards), custom API connections, custom SuiteScript workflows, and external services such as Ramp, Brex, Bill.com, non-native payment gateways, third-party expense management, eCommerce connectors, WMS, or CRM platforms.

Exclusions
The following are explicitly excluded from the Financials First fixed fee and require separate scoping if needed.
Inventory / WMS modules
Order Management
Manufacturing modules
Advanced CRM
Complex customisations
Heavy operational ERP environments
Beyond financials
Have a more complex implementation? We'll price that out too.
Fixed-fee · 24h proposal · White-label
Partner Pricing

Send Requirements. Get AI Price. Charge Client.

No quoting calls, no scoping workshops, no T&M surprises. Three steps from requirements to invoice — you mark up to whatever your client will pay and keep the margin.

01
You send requirements
Drop in whatever you have. Source AI parses it all.
Accepted Inputs
RequirementsSOWTranscriptEmailNotes
02
Our AI scans & quotes
Source AI reads what you sent, runs a read-only scan of the client's live systems, and returns a fixed price within 24 hours — no scoping calls, no T&M guesswork.
03
You charge the client
You mark up, invoice your client directly, and keep the margin. Source is your back-office engine.
Next step
Book a call to partner with Source
Send your first SOW or requirements — fixed-fee proposal returned within 24 hours.
Terms & Conditions
Fixed price covers financials-only modules as defined in scope
$10K–$25K applies strictly to defined financial deliverables
External integrations scoped and quoted separately
Reporting and dashboards available as an add-on
Confidentiality

This document and all pricing herein are confidential to the partner. May not be shared with end-clients or third parties without Source AI's written consent.

Source AI is a product of QuickFind AI, Inc. Confidential. Pricing subject to change.