Implementation
Your core system, ready in 1–2 weeks.
Two weeks to a reconciled opening position, then a side-by-side run. Live only when your totals match.
- Discover: Week 0
- Install and masters: Week 1
- Opening balances and open documents: Weeks 1–2
- Reconcile: Week 2
- Parallel run and training: 1–2 weeks
- Go live: Cutover
- Signed record: Sign-off
Nothing goes live until three days in a row reconcile.
- Core ready in
- 1–2 weeks
- set up with your modules, users and formats
- Live, small business
- 3–4 weeks
- with clean data, after the parallel run
- Hypercare after go-live
- 30–60 days
- by size, part of the setup
- Fresh install
- 7.5–11 min
- on MyRecords Cloud or your server
In short
Implementation is how we set up MyRecords for your business: a dedicated system installed fresh for you, your masters and opening balances moved in, your people trained on their own data, and a parallel run until three days in a row reconcile with no manual fix. It is part of the one-time setup fee, with 30 to 60 days of hypercare after go-live depending on your size.
7 steps
Week by week, to go-live.
Two weeks to a reconciled opening position, then one to two weeks side by side.
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Week 0
Discover
We walk your current tools (Tally, spreadsheets, another software, paper) and note what data each holds, how many rows and who owns it. We agree the cutover date and the opening-balance date, the modules that go live on day one, and what each role may see.
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Week 1
Install and masters
Your dedicated system is installed fresh, on MyRecords Cloud or your server (a fresh install takes 7.5–11 minutes). We fill in the company setup with you — business basics, GST and tax, bank and cash, invoice look, team, e-mail and WhatsApp, HR. Masters come in, in order — groups, customers and suppliers, addresses, items, employees, accounts — each checked before it is imported.
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Weeks 1–2
Opening balances and open documents
Opening balances, opening stock by godown, unpaid bills and open orders. They come in as drafts, and nothing is submitted until the checks are clean and your accountant has reviewed a sample of 20 rows.
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Week 2
Reconcile
Trial balance, party balances and ageing, stock quantity and value, bank and cash, counts, and GSTIN on every registered party, side by side with your old system. Every difference is explained or fixed.
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1–2 weeks
Parallel run and training
Your team enters the same work in both systems and is trained on its own data. We adjust print formats, numbering and access as people ask. The run ends when three consecutive days reconcile with no manual fix.
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Cutover
Go live
Final export from the old system, which turns read-only and stays readable for 12 months. The gap is imported and reconciled again, and a go-live backup set is kept. For the first week we check in with you daily.
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Sign-off
Signed record
One page signed by you and us — the dates, the reconciliation sheet, the go-live backup, the modules on and your administrators. Hypercare runs from here; then the AMC or cloud maintenance takes over.
Scope
What is included, and what is not.
In writing before you sign, so nothing surprises you later.
Included7
- Your own dedicated system, installed and configured
- Masters and opening balances moved from Tally XML or our Excel templates
- Remote training sessions — 4 for a small business, 8 medium, 12 large (2 hours, up to 15 people)
- On-site days — none for small, 1 medium, 2 large
- Print formats — 3, 6 or 10 by size
- Customisation days — none for small, 3 medium, 10 large
- Hypercare after go-live — 30 days small, 45 medium, 60 large
Not included4
- History older than your opening date (priced separately; see data migration)
- Custom features beyond the included customisation days (see customisation)
- Travel and stay for on-site days, at actual cost
- Hardware — your server if you host it yourself, POS tills, printers, biometric devices
Your quote
Quoted for your business.
Implementation is part of the one-time setup fee for the modules you switch on; there is no separate implementation charge. The setup is quoted for your business and customised to your requirements, in any country, at our best price. Get a quote. A small business pays 50% with the order and 50% at go-live. Medium and large businesses pay 40% with the order, 40% at data-migration and test sign-off, and 20% thirty days after go-live. Go-live counts as accepted after 15 days of live use without a critical defect.
| Business size | With the order | At migration and test sign-off | Go-live |
|---|---|---|---|
| Small | 50% | — | 50% on the day |
| Medium and large | 40% | 40% | 20% after 30 days |
| Business size | With the order | At test sign-off | At go-live |
|---|---|---|---|
| Every size | 50% | 30% | 20% |
Questions
Questions people ask
Something else on your mind?
Ask us anything about modules, a quote or moving across. A person from our team replies.
Ask a question01How long does implementation take?
The core system is ready in 1–2 weeks, with about two weeks to a reconciled opening position. Then come one to two weeks of parallel running. For a small business with clean data, plan for three to four weeks; larger setups with more modules take longer.
02What is hypercare?
The period right after go-live when our team watches closely and fixes quickly — 30 days for a small business, 45 for medium and 60 for large. It is included in the setup fee. Your AMC starts the day after it ends.
03Do we have to run two systems at once?
For one to two weeks, yes. It is the safest way to prove the books match. The parallel run ends when three days in a row reconcile with no manual fix.
04Is it done on site?
Remote by default. Medium and large setups include on-site days; extra on-site days can be added to your quote, with travel and stay at actual cost.
05Who do we need from our side?
A client lead who knows the business and signs off, and your accountant to check balances. Everyone else joins training.
06Have you implemented MyRecords for a client before?
Not yet in production. The method and tools have been rehearsed on the demo company. The first businesses join through the pilot programme.
07When does the monthly or yearly fee start?
On MyRecords Cloud, on go-live day; hosting during setup is part of the setup fee. On your own server, the AMC starts the day after hypercare ends.
Last updated
How we work with you
Ready in weeks. Shaped to you. Your data stays yours.
You choose the modules. We set them up, change anything you need, and keep the system updated, without looking at your records.
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Pick what you need. We set it up.
Choose from the modules and features that already exist. We set up everything: your data, users, print formats and training.
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100% customisable
Fields, screens, workflows and reports, changed by our team to fit the way you work. Quoted before we start.
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Rebuilt around you, if needed
If your process needs it, we redesign and rebuild any part of the system to your requirement.
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Zero access to your data
Once you go live, our team does not open your records. For a fix, you grant access for that job, and it ends with the job.
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Regular updates and bug fixes
Regular updates and bug fixes, included in every cloud plan and AMC tier, with GST, TDS, PF, ESI and PT changes.
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Changes whenever you want
Ask for a change, an addition or a fix at any time, and our team takes it from there.
Next step
See it on your own numbers.
A live demo on our sample company, shaped to your kind of work, with your questions answered. Or ask us for a quote first.
Live demo
Book a walk-through
- On our sample company, for your kind of work
- A quote for the modules you need
- Your questions, answered by our team