Zoho Finance & Books
Automated accounting, invoicing, and financial close on Zoho Books and Zoho Finance Plus. Delivered by DESSS with a documented 6-step workflow, named deliverables, and a 24-hour discovery response.
ZOHO ERP
What does DESSS deliver for Zoho Finance & Books?
DESSS delivers Zoho Finance & Books on Zoho ERP through the zoho finance & books implementation: chart of accounts and ledger design; close calendar and process mapping; ledger, tax and banking configuration; opening balances and history; parallel close; go-live and first close support. Each step closes with named deliverables you sign off before the next begins.
THE WORKFLOW
6 steps, start to finish
Every engagement follows a documented sequence, so you always know which stage the work is in and what closes it.
- Chart of accounts and ledger design — Structure first
- Close calendar and process mapping — How the close runs
- Ledger, tax and banking configuration — Build the core
- Opening balances and history — Load the numbers
- Parallel close — Prove it before you rely on it
- Go-live and first close support — At a period boundary
WHAT YOU GET
Named deliverables, signed off
Each step closes with deliverables you review and approve before the next one begins — progress you can audit rather than a status colour on a slide.
- Chart of accounts design
- Dimension model
- Reporting map
- Close calendar
- Process maps
- Control points
- Configured ledgers
- Tax matrix
- Bank integration
- Loaded balances
HOW TO ENGAGE
Advice, delivery, or managed service
Engage DESSS at whatever depth the work needs — independent advice before you commit budget, full delivery against an agreed blueprint, or ongoing support from the team that built it.
Consulting & Advisory
Assessment, platform selection, business case, and roadmap — before you commit budget.
Implementation Services
Full delivery to an agreed blueprint, with weekly demos and named deliverables at every step.
Integration & Migration
Connecting and modernizing the systems the work depends on, with validated data and monitored interfaces.
Managed Support Services
Monitoring, incident handling, enhancements, and release management from the team that built it.
A typical DESSS Zoho Finance & Books delivery runs 6 steps, with the final step reached around weeks 12–14. Complex integrations, multi-entity scope, or regulated environments extend that — the discovery session produces a dated plan for your case rather than an average.
Every step closes with named deliverables — Bank integration, Chart of accounts design, Close calendar, Configured ledgers, Control points, Cutover runbook, Dimension model, First close support — so progress is visible, auditable, and reviewable rather than a status colour on a slide.
Yes. Integration with the systems your finance depends on is designed early and delivered with validation, monitoring, and error handling, so failures are visible and recoverable.
No. Zoho Finance & Books is often delivered alongside the other Zoho ERP products listed below, in a phased roadmap that avoids rebuilding earlier phases. DESSS sequences them so each phase stands on its own.
The consultants who implemented it. Managed support covers monitoring, incidents, enhancements, and release management under severity-based service levels.
GET STARTED
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Talk to a DESSS consultant about Zoho Finance & Books. We respond to discovery requests within 24 hours.