Rillet typical implementation process:
Initial consultation and scoping: Rillet works with the organization to define goals, map out requirements, and align key business processes for the new ERP.
System configuration and integration: The platform is configured to fit the business’s workflows; integrations with CRMs, banks, and payment processors are established for contract-to-cash automation.
Data migration: Core financial and operational data are imported into Rillet’s general ledger, with support for data cleansing and transformation as needed.
User training and onboarding: End users receive tailored training, including hands-on learning with Rillet’s AI-powered tools and reporting features.
Testing and QA: Rigorous testing ensures that automations, reconciliations, reporting structures, and permissions work as intended before launch.
Go-live and support: The business transitions to live operations on Rillet, with continued access to support and optimization advice.
Rillet can be highly customized to fit specific business needs, offering flexibility across modules, workflows, user experiences, and reporting structures.
Unlimited custom fields and dimensions: Users can create as many custom fields and tags as needed (e.g., department, campaign, project), all fully reportable and applicable at the transaction or line-item level.
DIY configuration and no-code customization: Administrators can add/edit fields, set business rules, and design approval workflows without requiring developers, including mandatory fields by workflow or team.
Customizable reports and dashboards: Build custom reports, set unique GAAP reporting structures, and generate audit-ready financials matched to internal or regulatory needs.
Advanced invoice and document customization: Tailor invoice formats, fields, and workflows to match different customers or regulatory standards, including automated reminders and payment links.
Flexible workflow automation: Write custom approval processes, notifications, and automation steps to fit multilevel organizations or unique business processes.
Multi-entity and global operations: Configure consolidations, eliminations, and multi-currency reporting for international subsidiaries or complex group structures.
Granular access controls: Define user roles and permissions down to individual modules, workflows, or field level to match organizational hierarchy.
Integration with external systems: Connect Rillet with CRMs, payroll, payments, and other apps for seamless contract-to-cash automation and unified workflows.
Modular platform structure: Choose only the modules and features needed; scale or adapt the platform easily as requirements change.
Rillet offers robust, multi-layered training and support for new users to ensure a smooth onboarding, rapid adoption, and ongoing success with the ERP platform.
Personalized onboarding: New users receive a guided setup and product walkthrough tailored to their roles, workflows, and integration needs, streamlining everything from multi-entity setup to reporting automation.
Role-based education: Training is structured according to job function—finance leads, bookkeepers, accountants, and execs all receive targeted sessions relevant to their daily tasks and feature use.
Resource hub: Rillet provides an online help center and self-service resources, including FAQs, video tutorials, and best practices guides for continuous self-education.
Live, responsive support: Users consistently praise Rillet for its rapid, proactive, and helpful customer support—product gaps or user issues are addressed quickly through both chat and email channels.
Continuous optimization: The Rillet team is available for ongoing advice, troubleshooting, and to help organizations maximize the value of new features, ensuring that the platform adapts to changing business needs over time.
Rillet employs advanced, multi-layered security measures to protect customer data, meeting industry standards and regulatory compliance requirements.
End-to-end encryption: Data is encrypted both at rest (using AES-256) and in transit (TLS 1.2 minimum), safeguarding sensitive financial and personal information from unauthorized access.
SOC1 Type I and SOC2 Type II audited: Rillet has undergone rigorous Service Organization Controls audits, validating its security, privacy, and reliability protocols.
GDPR compliance: Rillet’s platform is built with data protection principles that comply with the EU’s General Data Protection Regulation, supporting lawful handling of personal data.
Continuous monitoring: State-of-the-art security systems continuously check for vulnerabilities, with regular independent penetration testing for robust defense.
Logical data segregation: Each customer’s data is isolated from other tenants, ensuring privacy and preventing cross-client data exposure.
Access control and logging: Strong authentication, authorization mechanisms, and logging of all data access events keep records for audit trails and prevent unauthorized changes.
Rillet releases updates every week, delivering new features, bug fixes, and performance improvements frequently—much faster than most legacy ERP vendors.
Weekly releases: The Rillet product team ships enhancements and improvements every week, ensuring users always have access to the latest capabilities and security updates.
Continuous deployment: Updates are managed through a cloud-native, continuous deployment system, so all users benefit from instant improvements with no manual intervention or downtime.
Real-time communication: Product updates—including new features, UI refreshes, compliance enhancements, and performance gains—are communicated proactively to users through release notes and the in-app dashboard.
Rillet’s data policy grants customers full ownership and control over their business data, with robust data portability options to ensure flexibility, transparency, and security.
Customer ownership: Data entered, processed, or generated in Rillet remains the legal property of the customer, not Rillet or third parties.
Data privacy and rights: Rillet’s privacy policy underscores that users' personal and business data are handled as confidentially, with no unauthorized sharing or commercial use by Rillet beyond service delivery or legal requirements.
Clear contract terms: These data rights are integrated into the master service agreement, ensuring legal clarity on ownership for each customer.
Guaranteed data export: Customers can export their data from Rillet at any time, using built-in tools that provide records in standard, accessible formats for backup, migration, or compliance needs.
No vendor lock-in: The platform’s architecture and support procedures are designed so customers can fully extract their data when switching providers, supporting open, machine-readable formats for seamless transition.
Request-based support: In addition to self-service exports, customers can request Rillet support team assistance for complex data migrations or custom exports.
Rillet’s contract renewal and cancellation policies are designed for clarity and flexibility, keeping customer needs and operational continuity at the forefront. Here are the main data points:
Automatic renewal: Rillet’s standard contracts generally include automatic renewal terms, meaning subscriptions are renewed for an additional term (often 12 months) unless either party provides written notice of non-renewal before the current term ends.
Notice period for non-renewal: Customers must typically provide advance written notice—often 30 to 60 days—before the renewal date if they wish to cancel and avoid automatic renewal.
Term length flexibility: Initial contract periods and renewal terms can often be negotiated to fit customer preferences, such as multi-year or annual subscriptions.
Adjustment of terms: Renewal may be accompanied by updated pricing or revised terms, which are communicated to the customer before the renewal period begins.
Written notice required: To cancel mid-term or prevent renewal, customers must generally submit written notice in accordance with the contract’s notice requirements.
Early termination: Contracts may be terminated by either party for material breach, insolvency, or other defined causes, often with immediate effect upon notice.
No-fault cancellation: Standard policy is to allow cancellation at the end of the agreement term with proper notice; early termination may incur penalties depending on contract specifics.
Cessation of services: Upon cancellation, customer access to Rillet’s ERP and services ceases, and any outstanding obligations (like payment for the active term) may still be due.
Rillet meets several major compliance standards relevant for modern, high-growth companies requiring rigorous controls over financial data and privacy.
SOC 1 Type II and SOC 1 Type I certified: Rillet has achieved both SOC 1 Type I and the more stringent SOC 1 Type II certifications, meaning its operational, security, and financial controls are both well-designed and proven effective over time—this is trusted by public companies and auditors.
SOC 2 Type II attested: Rillet’s platform is independently audited for security, availability, processing integrity, confidentiality, and privacy, providing assurance suited for SaaS, financial services, and enterprise customers.
GDPR compliant: Rillet processes personal and business data in accordance with the EU and UK General Data Protection Regulation (GDPR), appointing local representatives and acting as data controller under data privacy laws.
ASC 606 ready: The platform is designed for compliance with ASC 606 revenue recognition standards, automating complex requirements and producing audit-ready records and audit trails.
