We help businesses build a fully connected finance and operations ecosystem using Zoho’s suite of applications. Our team configures, personalizes, and integrates Zoho tools to streamline accounting, inventory, CRM workflows, analytics, and automation. The result is a seamless system that improves accuracy, efficiency, and real-time decision-making.
Zoho Books Setup & Personalization
We configure Zoho Books to match your accounting structure, workflows, tax rules, reporting needs, and approval processes. This includes COA setup, automation rules, templates, and personalized financial settings to ensure clean and efficient bookkeeping operations.
Zoho Inventory Configuration
We set up Zoho Inventory to manage stock, orders, fulfillment, product tracking, and multi-channel workflows. Our configuration ensures inventory data syncs accurately with accounting, reducing discrepancies and improving operational visibility.
Zoho CRM Integration
We integrate Zoho CRM with Zoho Books, Inventory, or third-party systems to create a unified data flow across sales, finance, and operations. This removes silos, automates updates, and ensures customers and transactions are consistently tracked across platforms.
Zoho Analytics Dashboard Development
We build interactive dashboards and data models in Zoho Analytics to give leadership real-time visibility into revenue, expenses, cash flow, sales trends, and operational metrics. Our dashboards automate reporting and support deeper financial insights.
Workflow Automation & Customization
We design and implement custom workflows across Zoho applications to eliminate manual tasks, enforce approval chains, and improve process reliability. This includes automation of invoicing, reminders, updates, reconciliations, and data sync across modules.