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.

What’s Inside

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

A complete Request For Proposal document outlining the submission requirements and project timeline for your new finance system.

Spreadsheet containing an in depth Finance System Requirements Checklist for your vendors to complete.

A vendor response schedule templated and ready to send directly to your vendors for tender.

Video training and guidance on the tender process from beginning to end and where to start.

Download Now

Everything you need to go to tender for a new finance system

Comprehensive and Customisable: Our templated pack encompasses all essential components required for a thorough finance system tender process. From specifications and requirements to evaluation criteria, this pack incorporates it all. Plus, it's fully customisable to adapt to your unique needs.

Save Time and Effort: With this templated process, you can significantly reduce the time and effort spent on creating a finance system tender pack. Focus on refining your requirements rather than formatting documents.

Ensured Compliance and Quality: Our template is designed to align with not-for-profit finance team standards and best practices. Rest assured, your tender pack will adhere to compliance requirements while maintaining the highest quality standards.

Facilitates Effective Communication: Clear and structured documentation is vital for effective communication with potential vendors. Our template ensures that your requirements are communicated concisely and comprehensively, fostering transparency and understanding.

Empowers Informed Decision-Making: Equip yourself with a robust framework for evaluating vendor proposals. Our template includes predefined evaluation criteria and scoring mechanisms, enabling you to make informed decisions based on objective assessments.

Cost-Effective Solution: Downloading our free Finance System Tender Pack Template is a cost-effective alternative to outsourcing tender pack creation or relying on inefficient in-house resources. Maximise your procurement budget without compromising on quality.

Not sure where to start?

It’s a big job, and we want to make sure you don’t feel alone in it. Watch our short explainer video on the ins and outs of the tender process and how to get started.

Our templates are user friendly, designed to drag and drop your organisation’s specific details and they’re completely free.

Looking for more resources before you get started?

View our range of videos and blogs by clicking the link below.