Finance & Accounting
One ledger, connected to the system that already knows who bought what — invoicing, expenses and VAT without the double entry.
When finance runs in a separate world from sales, everything is entered twice, reconciliation is a monthly ordeal, and no one can answer “what did we actually collect this month?” without a spreadsheet. We connect the money to the rest of the business.
- Invoices raised by hand from deals already closed elsewhere
- VAT and corporate-tax prep is a manual scramble
- Bank reconciliation eats days every month
- Cashflow and outstanding balances are never quite current
Everything you need, configured to you.
Zoho Books setup
Your chart of accounts, taxes and templates configured properly from day one.
Auto-invoicing
Won deals generate invoices automatically, so finance stops re-typing what sales already captured.
UAE VAT & corporate tax
Tax settings and returns configured for UAE compliance, with the reports your accountant needs.
Bank feeds & reconciliation
Connected bank feeds and rules that make reconciliation a review, not a re-entry.
Cashflow dashboards
Collected vs outstanding, ageing and cashflow — live, not month-end.
From first call to live.
Review your books
We look at how you invoice, expense and file today, and where the double-handling is.
Configure Books
Chart of accounts, tax, templates and approvals set up to match your operation.
Connect the flows
Link the CRM and bank feeds so invoicing and reconciliation happen with far less manual work.
Train & hand over
Your finance person owns it, with documentation and a partner on call.
- Zoho Books configuration and migration
- Automated invoicing from won deals
- UAE VAT and corporate-tax ready
- Bank feeds and reconciliation rules
- Expense capture and approvals
- Cashflow, ageing and collection dashboards
Closing the gap between sales and finance
A services firm was raising every invoice by hand from deals that had already closed in the CRM. We connected the two so a won deal drafts the invoice, and added bank feeds for reconciliation.
Common questions.
One call. A clear plan. No pitch deck.
Tell us where the friction is. We'll come back with a 1-page proposal — scope, timeline, price — within 48 hours.