Zoho Finance Partner

Get more out of Zoho, with finance experts who set it up

We implement Zoho the way an accountant needs it: correct GST setup, a chart of accounts that fits your reporting, and clean opening balances.

Zoho services

Migration, customisation and coaching

Zoho migration

Move to Zoho with minimal downtime.

  • From Tally, QuickBooks and other legacy systems to Zoho Books
  • Ledgers, invoices, taxes, inventory and history moved intact
  • Post-migration validation and reconciliation

Customisation & automation

Zoho shaped around your finance operations.

  • Workflows, approval hierarchies and custom fields
  • Integrations with payment gateways, CRM, e-invoicing, GST and payroll
  • Dashboards, automated reports and alerts

Zoho coaching

Teams that use Zoho with confidence.

  • Hands-on training on Books, Expense, Inventory and more
  • Sessions built around your workflows and roles
  • Cheat sheets, SOPs and Q&A for faster adoption

Other Zoho tools

The wider Zoho finance stack.

  • Zoho Payroll
  • Zoho Inventory
  • Zoho Billing
  • Zoho Checkout
Implementation

From discovery to go-live in five steps

Every balance is reconciled before you go live, to Indian and global standards.

Because we use Zoho every month for our own clients’ books, we configure it for how finance teams work day to day.

  1. Discovery

    Map your processes, entities and reporting needs.

  2. Configuration

    Set up the organisation, taxes, chart of accounts and workflows.

  3. Migration

    Move your data from your old system and reconcile it.

  4. Training

    Hands-on sessions for your finance and operations teams.

  5. Go-live and support

    We stay on for the first month-end close and ongoing help.

Moving to Zoho, or fixing a messy setup?

Tell us what you use today and we’ll scope the move.

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