Certified integrations across Workday, QuickBooks, Xero, and Zoho Books — with prebuilt workflows for Order-to-Cash, Procure-to-Pay, and Record-to-Report.
Mid-market to Fortune 500
Small business to mid-market
SMBs, agencies, startups
SMBs and Zoho ecosystem users
Reusable blueprints we adapt to your ERP, chart of accounts, and controls.
Sales orders created in CRM / storefront
Invoices auto-generated and posted to ERP
Payments captured (ACH, card, wire) and reconciled
AR aging + DSO dashboards refreshed in real time
Vendor invoices captured via email / OCR
3-way match against PO and receipts in ERP
Approval workflow routed by amount and cost center
Payments executed and posted back to the GL
Bank feeds and sub-ledgers reconciled daily
Recurring journals, accruals, and FX postings automated
Variance analysis prepared for month-end review
Financial statements and Power BI reports published
Incremental extract from ERP tables and APIs
Transform in Python / SQL into a finance data model
Load to warehouse (Azure / AWS / Fabric)
Live Power BI dashboards for CFO and Controllers
Map current ERP setup, integrations, data volumes, and compliance requirements.
Define connectors, data model, exception rules, and security architecture.
Develop connectors, workflows, OCR, and reconciliation logic in a sandbox.
End-to-end testing with real data, controls, and finance sign-off.
Cut-over to production with parallel run and hypercare monitoring.
Managed support, continuous automation, and quarterly optimization.
Enterprise scope with EIB / Studio integrations and multi-entity design.
REST API + OAuth wiring, bank feeds, and reporting layer.
REST + webhooks, bank rules, and reconciliation automation.
Zoho APIs + Flow / Deluge for cross-suite automation.
Indicative timelines for a single-entity, single-country rollout. Multi-entity, multi-currency, or complex customizations extend the schedule.
Tell us your platform and goals — we'll respond with a tailored integration plan and timeline.