Financial Systems Implementation

1. Software Selection & Process Mapping

  • Business and industry-specific system requirement analysis

  • Evaluation of platforms such as:

    • Tally Prime, Zoho Books, QuickBooks, Xero, SAP, NetSuite, Microsoft Dynamics, Busy, etc.

  • Recommendations based on compliance, reporting, automation, and scalability needs

  • Mapping of existing processes to future system workflows

 

2. System Setup & Configuration

  • Company profile creation: GST, financial year, currencies

  • Custom Chart of Accounts (industry & audit aligned)

  • Configuration of cost centers, departments, tax rules

  • GST, TDS, Payroll, Banking, and Inventory modules setup

  • Role-based access, audit trail, and approval matrix configuration

 

3. Master Data Migration & Opening Balances

  • Extraction and cleansing of legacy data

  • Import of customer, vendor, inventory, and ledger masters

  • Upload of accurate opening balances and outstanding receivables/payables

  • Reconciliation of migrated data with closing trial balance

  • Parallel run for data validation before go-live

 

4. Integration & Workflow Automation

  • Integration with CRM, Payroll, POS, eCommerce, Inventory, and HRMS platforms

  • API-based sync for automatic invoice, payment, or journal entries

  • GST e-invoicing, e-way bill, TDS compliance tools

  • Setup of scheduled tasks and automation of routine entries

 

4. User Training & Post-Go-Live Support

  • End-user and administrator training

  • SOP documentation for finance team usage

  • Handholding post-implementation (30 to 90 days)

  • On-demand troubleshooting and continuous optimization

 

5. Accounting Software Conversion Services

We specialize in migrating books from one platform to another without data loss or compliance risks.

  • Platform Conversions We Handle:

    • Tally to Zoho Books / QuickBooks / Xero / SAP

    • QuickBooks (Desktop/Online) to Zoho or Xero

    • Excel/manual accounting to cloud systems

    • Any-to-any migration (customized)

  • Key Steps in Conversion:

    • Data structure mapping between source and destination platforms

    • Cleansing of duplicate, obsolete, or unmatched data

    • Migration of:

      • Master data (Customers, Vendors, Chart of Accounts)

      • Transactional data (Invoices, Payments, Journals)

      • Opening balances and ledgers

    • Multi-stage validation and reconciliation

    • Side-by-side parallel run to ensure accuracy before final cutover

 

6. 📦 Deliverables

  • Implementation/Conversion Plan with Timeline

  • Configured Accounting Software Access

  • Master and Transactional Data Import

  • Reconciliation Report & Audit Trail Setup

  • User Manual / SOP Document

  • Post-Implementation Review Summary