The Fyle implementation process

Fyle’s tried and tested process can help you switch from your broken expense management process to Fyle
in under 30 days.

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ONBOARDING CALL

You will be introduced to the Customer Success Manager (your POC) and Implementation Executive (IE), who will set up Fyle after understanding your use case.

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ACCOUNT CREATION AND CONFIGURATION

The IE identifies the Account Owner from your side, creates the Fyle account, and shares the credentials. They also set up accounting integrations, add employees, bank accounts, categories, departments, projects, and policies.

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ADMIN AND USER TRAINING

Once the implementation is complete, the CS team takes separate and curated Admin, Finance, and User training for Fyle. You also get access to our user guides, help videos, and FAQs.

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CONTINUED SUPPORT

We check in regularly to discuss performance, objectives, or other issues. We also send you a performance update about usage stats, performance metrics, and user feedback every quarter.

Tight-knit integrations with the best of
accounting softwares

You never have to
worry about poor
support with Fyle

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Enjoy 24/7 support
available over live chat* &
email. We’re always around
to ensure everything is
running smoothly.
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Complete implementation
and go-live with Fyle in 30
days followed by periodic
check-ins.
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We constantly innovate to
make Fyle better, and your
feedback plays a huge role
in guiding our product roadmap.
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Industry best First
Response Time of under
30 min for support tickets.*Only available for Business Plan
users
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Get access to a named
Account Manager* who is
available throughout even
after you go live.

FAQs

You pay for what you use. This means you can onboard all your employees onto Fyle but only pay for active users. Active users are employees who submit at least one report in that month. Explore details about every plan here.
Generally, a typical implementation of Fyle can take between 3-4 weeks depending on the complexity of the requirements and the types of integrations.
No, it only applies to Business plan customers and above. But our support is available on chat and email 24/7 for all customers.
All we require from you is to assign a champion who can help us during implementation. They should be aware of all the processes, policies and integrations so that we can configure Fyle to fit the needs of your organization.​

Choose the expense reporting app built for today and beyond.

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