Before and after
| Measure | Before | After |
|---|---|---|
| Month-end close | 40–45 days | 5–6 days |
| Accounting | Tally | Zoho Books |
| Job costing | Excel job sheets | In Zoho Books, job by job |
| Payables, receivables and MIS | Tracked in Excel | Reports from Zoho Books |
| How numbers were gathered | Manual, from several teams | From one integrated platform |
| Consolidation | Spreadsheets | In the system |
| Approvals | Email chains | Defined owners and workflow |
The client is a logistics company. Before the engagement it kept its accounts in Tally and ran everything else on spreadsheets: Excel job sheets for job costing, and Excel trackers for accounts payable, accounts receivable and management reporting.
What changed
- Standardised chart of accounts, so every entity and team recorded transactions the same way.
- Clear cut-off ownership: a RACI for each close task, so nothing waited on an assumption about who owned it.
- Automated reconciliation of bank and key ledgers, instead of matching at month-end.
- Zoho Books as the single platform, replacing Tally and the Excel job sheets and trackers, so job costing, payables, receivables and MIS all work from one set of numbers.
Result
Close in 5 to 6 days, higher accuracy, and a finance team redeployed from chasing data to analysing it.
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