Day 1-2
Setup
Agree the workflow, trial users, sample data route, and success criteria.
Pilot programme
Prove SentraRisk with real workflows before a full rollout.
A focused pilot for accountants, virtual CFOs, SMEs, and finance teams that want to test risk scoring, Xero-supported imports, alert review, and report outputs.
Request pilot accessWhat is included
Xero supplier bill import or sample transaction file review
Risk scoring walkthrough with reasons and escalation quality
Alert review workflow using status, ownership, and decision notes
Board summary and compliance pack export
Pilot findings call with recommended production setup
Pilot timeline
A practical 14-day path from setup to decision.
Day 3-10
Review
Run real or representative supplier bills, transactions, alerts, reports, and feedback through SentraRisk.
Day 11-14
Decision
Review findings, confirm pricing fit, and decide whether Starter, Compliance, Growth, or Enterprise is right.
Best fit
Accountants, virtual CFOs, SME finance teams, and compliance operators.
Inputs
Xero supplier bills, sample transaction files, dashboard review, or API scoring pathway.
Output
A clear deployment recommendation, sample reports, pricing route, and next controls to activate.
Ready to test it?