What this service is
A good system should match the way your business works, with the right controls and reports. We set up and customize your accounting or ERP software so your team can use it with confidence from day one.
This service is led by our founder, who has implemented many ERP systems and understands both the finance side and the technical side of the project.
We also design your business documents. We create a professional format for you, approved by you, for your Tax Invoice, Proforma Invoice, Quotation, Tax Credit Note, Debit Note, Receipt Voucher, Payment Voucher, Purchase Order, Journal Entry and Statement of Account. Each one is built to look polished, make a positive impression of your company and carry your branding, so every document you send reflects the quality of your business.
What's included
- Chart of accounts and company setup
- Workflows and approval rules
- Professionally designed document templates in your branding, approved by you before use
- Tax Invoice, Proforma Invoice and Quotation
- Tax Credit Note and Debit Note
- Receipt Voucher and Payment Voucher
- Purchase Order
- Journal Entry
- Statement of Account
- Reports and dashboards
- User roles and access controls
- Integrations with banks and other systems
- Connection for e-invoicing through our accredited partner
- Testing before go-live and support after
How it works
Plan
We agree scope, timeline and who does what.
Design
We design the chart of accounts, workflows and roles around your business.
Build and test
We configure the system and test with your real examples.
Go live
We migrate data, train your team and support you through the first month-end.
Common questions
Which systems do you implement?
We work with Zoho Books, Wafeq, QuickBooks, Xero, Odoo, Tally and larger ERPs. For QuickBooks, Xero, Odoo and Tally we also set up the e-invoicing integration. If you have your own software, we can work with that. Apart from our e-invoicing partner, we are not an official partner of these companies.
Can you customize the system?
Yes. We design workflows, approvals and reports around how your business works, within what the software allows.
Can you design our invoices and other documents with our branding?
Yes. We design a professional format for each document you need, including Tax Invoice, Proforma Invoice, Quotation, Tax Credit Note, Debit Note, Receipt Voucher, Payment Voucher, Purchase Order, Journal Entry and Statement of Account. We show you the designs, make changes until you are happy, and only use them once you approve. Tax invoices and credit notes also include the details the law requires.
How long does implementation take?
A simple setup may take a couple of weeks. A multi-company ERP project takes longer. We give you a timeline before you commit.
Will the system be ready for e-invoicing?
Yes. We check e-invoicing readiness during design and connect through our accredited partner.