WHAT IS INCLUDED
Ten deliverables, from selection to automation.
Integration and process automation are part of the same engagement, so the system connects to banking, payroll and e-commerce rather than standing alone.
◆ERP selection, implementation and configuration
◆Data migration and opening balances
◆Chart of accounts design
◆Customer, vendor and inventory setup
◆Accounting and tax configuration
◆User-access controls
◆Testing and go-live
◆User training and post-implementation support
◆Integration with ERP, CRM, banking, payroll and e-commerce systems
◆Process automation for invoicing, approvals and reconciliations
HOW IT RUNS
Select, migrate, configure, integrate, go live.
The configuration stage is where accounting judgement matters most, and where implementations led purely by software consultants tend to struggle.
01
Select
ERP selection against how the business actually operates, across Business Central, Zoho, QuickBooks and Tally.
02
Migrate
Data migration and opening balances, with chart of accounts design done before the data lands.
03
Configure
Customer, vendor and inventory setup, accounting and tax configuration, and user-access controls.
04
Integrate
Integration with CRM, banking, payroll, e-commerce and reporting, plus process automation.
05
Go live
Testing and go-live, then user training and post-implementation support.
COMMON QUESTIONS
Finance systems and ERP, answered briefly.
Answered briefly here. A consultation covers the detail for your own structure and period.
Microsoft Dynamics 365 Business Central, Zoho, QuickBooks and Tally. Selection is part of the service, so the platform is chosen against how the business operates rather than decided in advance.
WORKS WITH
Most files need two or three areas at once.
These are the areas this work usually runs alongside. One team covers all nine, so the work moves between them without moving between firms.
03E-Invoicing Setup and ImplementationConfiguration, master-data review and PINT AE mapping.Open the page →04Accounting and Financial ReportingThe close and reporting the system is configured to produce.Open the page →06CFO and Finance AdvisoryKPI dashboards and management reporting from the new system.Open the page →
ACCOUNTANTS AND CONSULTANTS
SERVICES
Corporate Tax and Transfer PricingVAT and Indirect TaxE-Invoicing Setup and ImplementationAccounting and Financial ReportingAudit and Assurance SupportFinsync Accountants and Consultants.Accounting Buddy is in development. Functionality shown is not yet available.