Source
Per-Project Fixed Fee
Partner Pricing, Scope & Terms
Fixed-price implementations for industries beyond core financials
For engagements where operational elements matter — inventory, order management, industry-specific workflows. Every project scoped individually, priced fixed, delivered white-label.
How It Works
1
You Share
Drop your SOWs or requirements into a shared Google Drive
2
Source AI Scopes
Fixed-price SOW back to you within 24 hours
3
You Deliver
White-label it to your client. We handle delivery.
Share your existing SOWs, discovery transcripts, or requirements.
We return a complete SOW, fixed-price quote, and proposal within 24 hours. Fully white-labelled.
Source AI Handles
(End-to-End)
(End-to-End)
Discovery & requirements
ERP configuration
Data & transaction migration
Operational modules
Custom workflows
Integrations
Reporting & dashboards
Testing & validation
Go-live & cutover
Partner-Owned
Team training
Client relationship
Change management
Post go-live hypercare
Stakeholder alignment
Pricing
Fixed per project. Scoped based on client size, complexity, and module requirements.
$5M – $25M Revenue
SMEs
Avg $7.5K
$25M – $50M Revenue
Mid-Market
Avg $25K
$50M – $100M Revenue
Upper Mid-Market
Avg $50K
$100M+ Revenue
Enterprise
Custom
Compatible Industries
Industries with operational components. Source AI offers fixed pricing for these projects on a case-by-case basis.
E-commerce
Shopify stores, DTC brands, Amazon sellers, marketplaces
Data Centres
Colocation, managed hosting, cloud infrastructure, ISPs
Retail (Small/Mid)
Boutiques, specialty shops, single-location, franchisees
Education / EdTech
Schools, universities, online learning, training providers
Wholesale Distribution
Industrial distributors, electrical supply, plumbing supply, auto parts
Insurance
P&C carriers, life insurers, reinsurers, MGAs, insurtech
Agriculture / AgriTech
Farms, agri-processors, crop management
Financial Services (RIA)
Wealth managers, RIAs, financial planners
Financial Services (General)
Banks, brokerages, insurance back-office
Nursing Home / Aged Care
Nursing homes, assisted living, aged care
Manufacturing
Machine shops, electronics assembly, contract mfg
Construction
General contractors, subcontractors, civil engineering
Apparel & Fashion
Clothing brands, fashion labels, textile mfg
Retail (Omnichannel)
Multi-store chains, department stores, franchises
Food & Beverage
Breweries, bakeries, dairy processors, meat packers
CPG
Packaged food, personal care, cleaning products
Recycling
Scrap metal yards, paper recyclers, e-waste
Solar / Renewables
Solar installers, wind farm operators, EPC
Scope of Work
Everything Source AI handles end-to-end for per-project implementations.
Current system assessment (system agnostic)
Chart of Accounts review + redesign (if needed)
Financial & operational requirements gathering
Industry-specific workflow analysis
Integration requirements mapping
Define scope boundaries & deliverables
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)
Full historical transaction migration
Inventory data migration (where applicable)
Order history & open orders migration
Inventory management setup
Order management workflows
Procurement & purchase order flows
Warehouse / fulfilment configuration
Industry-specific module setup
Custom fields & record types
E-commerce platform connectors (Shopify, WooCommerce, etc)
Payment gateway integrations
Shipping & logistics integrations
Native bank feeds & payroll connectors
Native tax engines (e.g. Avalara)
Custom API integrations (scoped individually)
Unit testing (financial + operational flows)
UAT support (finance & operations team)
Data validation: trial balance tie-out
Data validation: inventory reconciliation
End-to-end process testing
Cutover plan (typically aligned to month-end)
Final data migration (open balances + inventory)
System validation
Team training (finance & operations)
Admin-level training (light)
Client relationship management
Stakeholder alignment & executive workshops
Change management & internal communications
Post go-live hypercare
Supported Target Systems
Source AI delivers implementations across all major ERP platforms.
Oracle NetSuite
SAP S/4HANA Cloud
Dynamics 365 BC
Dynamics 365 F&O
Sage Intacct
SAP Business One
Acumatica
Epicor Kinetic
Infor M3
Infor CloudSuite
Odoo
SAP ECC
IFS Cloud
SYSPRO
Sage X3
Oracle Fusion Cloud
Terms & Conditions
Per-project fixed pricing terms.
Fixed price covers scoped modules as defined in SOW
Each project scoped and quoted individually
Source AI cost invoiced to partner, not end-client
Payment: 50% kick-off, 50% go-live. Net 15
Partner pricing to end-client at partner's discretion
14-day post go-live defect resolution window
External integrations scoped and quoted separately
All data governed by executed NDA and MSA
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.