What we check
| Area | Questions we answer |
|---|---|
| Fit to process | Do the configured flows match how the business runs, or should run? |
| Configuration | Chart of accounts, taxes, items, templates, numbering |
| Data | Duplicate or incomplete masters, uncleared open items, suspense balances |
| Controls | Approval rules, user roles, segregation of duties, locked periods |
| Integrations | What is connected, what fails silently |
| Adoption | Which users and processes still work outside Zoho, and why |
What you get
A report rating each finding by impact, a fix plan with effort estimates, and quick wins you can make immediately. Fixes can be delivered as a fixed-scope project or under a support retainer.
Frequently asked questions
What are the signs our Zoho setup needs a health check?
How much does a health check cost?
Can you fix the issues for us?
Do you need access to our Zoho account?
General information only, not legal, tax or software licensing advice. Zoho features, editions and prices change, so confirm the current position with Zoho or with our team before you commit. See our disclaimer.