Accounting That
Closes On Day 3.
Your Zoho Books consultant for accounting implementation - GL, AR/AP, banking automation, GST/VAT compliance, multi-currency, and multi-entity. Integrated with Zoho CRM, Inventory, and Payroll, plus QuickBooks to Zoho Books migration.
Problems We Eliminate
Month-end close takes 2 weeks of spreadsheet wrangling
Bank automation + auto-categorization + scheduled close checklists cut close to 2-3 days
Multi-currency invoicing means manual rate lookups
Auto-fetched daily exchange rates + unrealized FX revaluation on every invoice
GST/VAT filing is a quarterly nightmare
Built-in tax engine for GST (IN), VAT (UK/EU/UAE), TDS, and one-click return filing
Sales team has no visibility into customer credit status
Native Zoho CRM integration - reps see open invoices, credit limit, payment history in CRM
Inventory is tracked in a spreadsheet, not in finance
Zoho Inventory + Books - landed cost, automatic COGS, real-time stock valuation
Approvals for bills and POs happen over Slack
Approval workflows with multi-level routing, auto-escalation, and audit trail
The Numbers Behind Zoho Books
Results reported by Zoho customers across industry surveys, the Zoho Customer Spotlight series, and independent analyst studies.
70%
reduction in monthly close time after Books implementation + bank automation
90%
invoices reconciled automatically via bank feed matching + AI-suggested categorization
50+
currencies supported with auto-FX revaluation - no manual rate lookups
15+
tax jurisdictions covered out of the box (GST IN/UK/EU/UAE, sales tax US, etc.)
Multi
entity consolidation via Books Premium + Finance Plus for groups up to 15+ companies
CRM
native sync with Zoho CRM - customer credit, open invoices, payment history visible to sales reps
Capabilities
What we ship for
Zoho Books.
Every engagement is custom, but here is the work we do most often, and the work we are known for.
Chart of accounts + tax engine
COA designed for your reporting needs, tax engine configured for your jurisdiction(s), GST/VAT/sales-tax compliance.
Bank automation + reconciliation
Live bank feeds, auto-categorization rules, scheduled reconciliation, exception alerts.
AR/AP + approval workflows
Invoice / bill templates, payment reminders, recurring invoices, multi-level approval routing with audit trail.
Zia AI for finance
Auto-categorization suggestions, anomaly detection on transactions, cash-flow forecasting, vendor / customer insights.
Live in Weeks, Not Months
Finance Process Discovery
Map your COA, tax jurisdictions, multi-entity model, approval matrix, and integration needs before configuring Books.
Books Build + Migration
COA, taxes, customers, vendors, items, bank feeds, automations. Migration from QuickBooks / Xero / Tally with opening balances and historical data.
CRM + Inventory + Payroll Integration
Wire Books to Zoho CRM (credit status), Inventory (COGS, landed cost), Payroll (journal entries). One source of truth across finance and ops.
Close Process + Hypercare
Document the close checklist, train accounting team, run 2 parallel month-ends, hypercare through first quarter-end.
Why Work With Us Over Anyone Else?
We Migrate Books The Way Accountants Want
Opening balances tie out. Aging schedules match. Bank reconciliations carry forward. Tax filings continue uninterrupted. We do this for a living.
We Connect Books to the Rest of Zoho
Native CRM credit visibility, Inventory landed cost, Payroll journals, Subscriptions revenue recognition - all wired on day one, not deferred to phase two.
Multi-Entity Consolidation Without Spreadsheets
For groups with 3+ entities, we build proper inter-company elimination, consolidation reports, and Zoho Analytics dashboards your CFO will actually trust.
Honest On Where Books Loses
If you need NetSuite-grade ERP or sub-ledger accounting at scale, we will tell you. Books is the right answer for most SMB and mid-market through ~$50M revenue.
Ready To Close
On Day 3 Instead Of 13?
In 30 minutes we will audit your current accounting setup (or scope migration from QuickBooks / Xero), show you where Books + Zia will compress your close, and hand you a roadmap - at no cost.
- Close-process audit
- Migration scoping if relevant
- No obligation whatsoever