Onboarding: accounting access and next steps

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Finance has agreed accounting system access and Aisling Kiely plans to start with three or four consultants before wider rollout. Hamza Akhtar will build the connection once details arrive.

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As at Fri 9 Oct 2026

Finance has agreed accounting system access and Aisling Kiely plans to start with three or four consultants before wider rollout. Hamza Akhtar will build the connection once details arrive.

Ask: Hamza Akhtar chased the accounting access and raised planning a start for consultants under the 15-user licence.

Customer view: Aisling Kiely reported that finance had finally agreed and wants a small first group before opening up to everyone.

Next: Aisling sends access details, then Hamza builds the connection and proposes a first-user session.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

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Updated 9 Oct 26

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Messages3

First message2025-10-20

Last message2025-10-21

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Hamza Akhtar 20 Oct 2025 16:48
to Aisling Kiely
Hi Aisling, Just a quick note to see where things stand with the accounting system access. Once that's in place we can finish the connections and look at how invoices appear alongside roles and placements. It would also be good to plan when your consultants can start trying the brain. Your licence covers 15 users, so we have plenty of room to bring people in gradually. Thanks, Hamza
Aisling Kiely 21 Oct 2025 08:49
to Hamza Akhtar
Morning Hamza, Good news, finance have finally agreed and I should have the access details to you today or tomorrow. I'd like to start with a small group of consultants, maybe three or four, before opening it up to everyone. Aisling
Hamza Akhtar 21 Oct 2025 10:06
to Aisling Kiely
Hi Aisling, Great, that's a sensible way to start. Send the access details over when you have them and I'll get the accounting connection under way. I'll then suggest a couple of times for a short session with your first consultants. Cheers, Hamza

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