Zoho Books set up by a chartered accountant, with the automation already wired in.
Most Zoho setups are done by people who have never closed a month. Ours start from the trial balance and end with bills posting themselves after your approval.
What a setup includes
Books
Chart of accounts tailored to your business, GST and e-invoicing, TDS, bank feeds with rules for recurring charges, invoice and bill templates, opening balances reconciled to your old system.
Migration from Tally or legacy
Masters, opening balances, and history by voucher band. A parallel-run check and a CA sign-off on the trial balance before go-live.
Creator and CRM
Approval workflows for purchase orders, expenses and leave; operations consoles for your industry; CRM pipelines connected to Books so a won deal becomes an invoice.
Automation on top
Bills from WhatsApp or e-mail read by AI and posted after approval, bank statements classified and booked, a live MIS dashboard, and an ask-your-accounts chat over the same data.
Training and handover
A recorded walkthrough for your team, a written setup document, and a support window after go-live.
Pricing
Fixed price by scope: setup, setup with migration, or multi-entity. A monthly run-and-improve fee if you want us to keep the automation running.
Why a CA-led setup is different
- Opening balances are reconciled, not typed in
- GST, TDS and e-invoicing are configured for compliance, not just for invoicing
- Approval workflows are designed around who should sign what
- The month-end close is tested before you depend on it
What we need from you
- Admin access to your Zoho organisation
- From the old system: day book, trial balance, P&L and balance sheet per year, GST masters
- One person who can answer questions on the first two days
Ready to move to Zoho, or fix a setup that never quite worked?
Send your current system and the number of entities and we reply with a scope and a price.