Download your complete finance system ‘go-to-tender’ pack now.

A FINANCE SYSTEM TENDER CAN TAKE MONTHS. YOUR STARTING POINT TAKES ONE CLICK.

Choose the Right Finance System. It’s a Decision You’ll Live With for Years

The free Finance System Tender Starter Kit gives you ready-built templates, mapped requirements, and a clear tender structure, so you can define what you need, compare vendors properly, and approach the decision with rigour, not guesswork.

Claim Your Tender Starter Kit

No external consultant fees. No building from scratch. Available at no cost*

Built for the Way Your Sector Actually Works

Generic ERP templates are built around standard functionality.

Drawing on deep experience working with not-for-profit and education organisations, the Finance System Go-to-Tender Pack reflects the real complexity of your sector — fund accounting, grants, multi-entity structures, compliance reporting, and everything in between.

What you gain:

A board-ready pack that makes the business case for you
Requirements written with your sector in mind — adjust, submit, done
No expensive external consultants to scope what's already scoped
Questions built around what your finance function actually needs — including the ones you didn't know to ask

Because the questions you don't know to ask are the ones that cost you later. This kit is built around those.

Three ready-to-use tools that give your finance team a structured starting point.

What’s Inside

01 Finance System Requirements Library
The part that's hardest to build yourself: a detailed requirements register covering the functionality not-for-profit and education finance teams actually need. Review, customise and prioritise — so you're not starting from a blank page, and far less likely to discover a critical gap halfway through a vendor demo.

02 Request for Proposal (RFP) Template
Give shortlisted vendors a clear definition of what you need and how you expect them to respond.

The RFP template gives you the structure to:

Define the purpose and objectives of the tender
Set out your organisational and finance environment
Communicate requirements clearly
Establish the tender process
Standardise vendor responses
Set expectations for demonstrations and evaluation
Give stakeholders a consistent basis for decision-making

You control the process, rather than allowing each vendor to define it for you.

03. Vendor Response Schedule

Comparing vendors becomes difficult when every response arrives in a different format.

The Vendor Response Schedule fixes that.

Each vendor responds against the same requirements and structure, helping your evaluation team:

Compare functionality consistently
Identify gaps and qualifications
Challenge assumptions
Record vendor commitments
Compare responses side by side
Build a clearer evidence base for the final recommendation

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And When You’re Ready to Run It: A Step-by-Step Tender Guide

1. Define the objectives
Be clear about what needs to change and why.

2. Gather stakeholder requirements
Bring finance, operations, technology, management, and governance requirements into the process.

3. Build the evaluation framework
Agree on what matters before vendors start presenting.

4. Approach and shortlist vendors
Create a consistent process for deciding who progresses.

5. Evaluate proposals
Score responses against agreed requirements rather than presentation quality.

6. Run vendor demonstrations
Make vendors demonstrate your scenarios, not theirs.

7. Check references
Ask organisations with comparable complexity how the system and vendor performed in practice.

8. Prepare the recommendation
Give management, the finance committee, and the board a clear basis for the final decision.

From Download to Tender

01. Download

Get the complete Finance System Tender Starter Kit at no cost.

02. Customise

Review the requirements, involve your stakeholders, and prioritise what matters to your organisation.

03. Run your tender

Issue the RFP, collect consistent vendor responses, evaluate the options, and build your recommendation.

Why Giuntabell Built This Kit

Giuntabell works exclusively with not-for-profit and education organisations on financial control and continuous finance operations.

We see finance system decisions through a different lens.

The objective is not simply to replace one platform with another.

It is to create a finance environment with less manual intervention, less reconciliation, clearer information, stronger control, and fewer transactions being corrected after month end.

That starts before a system is selected.

It starts with better requirements and better questions.

That is why we built this kit.

Ready to Start Your Tender?

Your stakeholders still need to be involved. Your requirements still need to be agreed. Vendors still need to be tested.

And the final recommendation still needs to stand up to executive, finance committee, and board scrutiny.

You just don’t need to build the process from scratch.

Claim Your Tender Starter Kit

No external consultant fees. No building from scratch. Available at no cost.