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Rillet Implementation and Optimization Services

CBIZ Technology helps implement and optimize Rillet’s AI-native ERP for growing companies seeking to automate accounting workflows.

Added Value

CBIZ Technology provides implementation, integration, and advisory services for Rillet, an AI-native ERP designed to automate repetitive accounting work and embed financial intelligence into your general ledger. Our CPA-led approach combines accounting expertise with technical implementation capabilities to help growing companies streamline data synchronization, reduce manual reconciliations, and accelerate reporting cycles. We align Rillet with your business logic, integrate the platform with your existing technology stack, and provide ongoing support to help your team scale operations.

Execute Your Plan

construction

Implementation

We align Rillet with your business logic, chart of accounts, and workflows to facilitate scalable growth. Our team configures the platform to match your entity structure, accounting policies, and reporting requirements from implementation through go-live.

Connect Seamlessly

Manufacturing

Integration

CBIZ Technology connects Rillet to your existing tech stack for unified, automated data flow. We help integrate with CRM, billing, banking systems, and more to streamline data synchronization across your finance operations.

Apply Expert Guidance

Distribution

Advisory Support

Our consultants provide support for multi-entity consolidation, reporting milestones, and IPO readiness, and finance transformation. We help align accounting processes, systems, and technology architecture to support growth and scale.

Learn Faster

Distribution

Training

CBIZ offers hands-on training and enablement to help with adoption and foster long-term success. We work with your team to build proficiency in Rillet’s features and provide ongoing support as your needs evolve.

Why Trust CBIZ Technology to Implement Rillet ERP?

We employ a CPA-led approach, combining Rillet’s platform with our accounting, technology, and industry experience. We connect implementations to advisory services, addressing compliance and financial systems optimization when you need it most. Our clients trust us for Rillet implementation and optimization services because of our:

  • CPA-centered methodology: Our team includes certified public accountants who understand financial close processes and audit protocols. They configure Rillet with accounting operations in mind, translating business requirements into a platform setup that supports accurate reporting.
  • ERP implementation experience: We’ve worked with NetSuite, Sage Intacct, and Acumatica for businesses. This expertise helps maintain smooth connectivity between Rillet and existing systems.
  • Long-term strategic partnerships: We help you adapt Rillet as your business expands. Our team assists with adding capabilities, refining workflows, and addressing new requirements as operations scale.

Rillet Frequently Asked Questions

We’ve compiled answers to frequently asked questions about Rillet implementation and optimization. Review them to learn more about how we serve organizations adopting this platform.

What is Rillet?

Rillet is an AI-native ERP for accountants. The platform embeds financial intelligence into the general ledger and automates repetitive work. The goal of Rillet is to help finance teams within high-growth companies reduce manual processes and scale with confidence.

What Rillet services does CBIZ Technology provide?

CBIZ Technology provides implementation, integration, advisory, and training services. We help align Rillet with your business demands, connect the platform to your existing systems, handle multi-entity configurations, and offer change management support.

How long does implementation take?

We work with you to establish a realistic timeline and project plan that minimizes disruption to your ongoing operations. Timelines vary based on project complexity and system integrations needed.

Meet Our Rillet Leadership Team

Andrew Wong

Andrew Wong

Managing Director, ERP & Finance Transformation

Justin-Van-Druff

Justin Van Druff

VP, Business Development

Contact Us to Get Started

Our team looks forward to learning more about your organization’s goals and service preferences. Reach out to discuss your needs today.

Strategic Technology Solutions for Lasting Success
CBIZ Technology
Corporate Headquarters

68 South Service Road, Suite 300 Melville, NY 11747
877-454-0039

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