Leiekant Accountants - Proposal v1
Documentdraft Leiekant Accountants · proposal · draft · 2026-01-14
Draft Starter proposal prepared by Matteo Ricci on 14 Jan 2026: £22k a year plus £6,000 implementation, £28k for year one. It states no availability or P1 response figure. It is unsigned and is not an order form.
What it says
What this says
Current to 13 Oct 26Draft Starter proposal prepared by Matteo Ricci on 14 Jan 2026: £22k a year plus £6,000 implementation, £28k for year one. It states no availability or P1 response figure. It is unsigned and is not an order form.
What it is: a draft proposal from Matteo Ricci, Account Executive, for a Starter brain over CRM, accounting software, email and job costing. It asks for confirmation of readiness by 19 Jan 2026.
Commits: the investment table gives Starter at £22k annual and implementation at £6,000 for four weeks and up to four connectors. It adds "Annual renewal thereafter at £22k (subject to price review)."
Unusual: the scope lists "custom dashboards" under Starter, which the standard Starter tier does not include. The go-live target is worded only as "After four weeks", with no calendar date.
Not settled: no availability, P1 response, refresh or service credit terms are stated. The document does not show acceptance, a signature or an executed order form.
As found in this document
Current to 9 Oct 26- Price£22,000Source: object_read:doc_180_001
- Company Brain Starter subscription£22,000 (annual)Source: object_read:doc_180_001
- Implementation£6,000 (four weeks, up to four connectors)£6,000 (four weeks, up to four connectors) · Source: object_read:doc_180_001
- Total Year 1£28,000Source: object_read:doc_180_001
- Renewal priceAnnual renewal thereafter at £22,000 (subject to price review)Annual renewal thereafter at £22,000 (subject to price review) · Source: object_read:doc_180_001
- Usersup to fifteen users in your first yearup to fifteen users in your first year · Source: object_read:doc_180_001
- Go-live targetAfter four weeksSource: object_read:doc_180_001
The document
Body
Leiekant Accountants, Proposal v1
DRAFT
Prepared by: Matteo Ricci, Account Executive, BB-Demo Date: 14 January 2026
Executive Summary
Leiekant Accountants manages SME clients across payroll, tax and advisory in East Flanders. Your client managers currently reconcile information across your accounting software, email, CRM and job costing, a process that diverts time from client delivery.
The Company Brain will give your team a single queryable layer over your client data, so they can see all queries, deadlines and fees for each client in seconds, and spend more time on advisory work.
Scope
We will build and deploy a Starter brain connecting:
- Your CRM system (client profiles, contact history)
- Accounting software (invoices, fees, payment records)
- Email (client communications)
- Job costing or ticketing (queries and requests)
The brain will index your data and make it searchable via natural-language chat, saved searches and custom dashboards. You can add up to fifteen users in your first year.
Investment
Read the whole document (1,987 characters)
| Item | Cost |
|---|---|
| Company Brain – Starter (annual) | £22k |
| Implementation (four weeks, up to four connectors) | £6,000 |
| Total Year 1 | £28k |
Annual renewal thereafter at £22k (subject to price review).
Timeline
- Week 1: Discovery and scoping
- Weeks 2–3: Connector development and testing
- Week 4: Go-live and training
- Target: After four weeks
Next Steps
- Confirm this scope meets your requirements
- Agree contract terms and implementation timeline
- Sign the Data Processing Agreement and Master Service Agreement
- Kick off implementation with your team
We can be ready to start next month. Please confirm your readiness by 19 January 2026 so we can secure your start date and resource plan.
Questions? I'm happy to walk through any part of this proposal.
Best regards,
Matteo Ricci Account Executive BB-Demo Limited
Unusual terms
Current to 9 Oct 26- Custom dashboards listed in Starter scope
- Renewal price subject to price review
- Go-live target given only as after four weeks
- No service levels stated