ERP implementation led by accountants, not just software consultants.

Selection, migration, configuration, integration and automation across Business Central, Zoho, QuickBooks and Tally.

Your systems should do more than record transactions. The decisions that make an ERP useful are accounting decisions: the chart of accounts, the tax configuration, who can post what, and which processes stop being manual.

Book a Consultation →What is included

deliverables in this area

stages from start to steady state

named accountant on your file

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.

Select

ERP selection against how the business actually operates, across Business Central, Zoho, QuickBooks and Tally.

Migrate

Data migration and opening balances, with chart of accounts design done before the data lands.

Configure

Customer, vendor and inventory setup, accounting and tax configuration, and user-access controls.

Integrate

Integration with CRM, banking, payroll, e-commerce and reporting, plus process automation.

Go live

Testing and go-live, then user training and post-implementation support.

WITHOUT IT

—A chart of accounts inherited from the demo data

—Tax configuration decided by whoever installed it

—Everyone posting with the same access

—Exports and re-keying between systems

WITH FINSYNC

◆A chart of accounts designed to report your business

◆Accounting and tax configuration by accountants

◆User-access controls matched to roles

◆Integrated systems and automated reconciliations

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 →

Book a Consultation →Back to all nine services