Training & Onboarding
Get your team up to speed.
Structured training, onboarding resources, and ongoing learning to help every team member get the most from PlainSail.
Every PlainSail implementation includes a structured onboarding programme tailored to your team. Whether you're a new starter or an experienced user exploring a new module, we have resources to help.
Training modules
Essentials
Core platform navigation, entity management, compliance workflows, documents, and day-to-day operations. The foundation every user needs.
Accounts
General ledger, bank reconciliation, journal entries, FX revaluation, investment portfolios, year-end closure, and financial statement production.
Billing
Timesheets, fee schedules, invoice approval, WIP tracking, utilisation reporting, deferred income recognition, and purchase ledger.
Onboarding portal
Our onboarding portal guides you through every step of your migration to PlainSail. It walks your team and project managers through each stage – from data preparation to go-live – with built-in AI tools that help you define workflows, build inventories, and map your chart of accounts, turning what used to take weeks into hours.
Onboarding programme
Platform walkthrough
A guided tour of PlainSail's core navigation, modules, and key features with a member of our team.
Module-specific training
Deep-dive sessions on the modules your team uses most – compliance, accounting, entity management, and more.
Hands-on practice
Sandbox environment access so your team can practice workflows in a safe environment before going live.
Go-live support
Dedicated support during your first weeks live on the platform to ensure a smooth transition.
Ongoing learning
Contact our team to arrange a session