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ERP Implementation Automation
ERP Implementation & Finance Automation
System, Process And Automation
Most finance teams are running a system that was set up in a hurry by someone who has since left, on a chart of accounts that made sense for a much smaller business. The result is that reporting requires a monthly rebuild in Excel and nobody quite trusts the output.
We Fix The Plumbing: The right system, configured properly, with a chart of accounts designed for the reporting you actually need, and the repetitive work automated out.
What’s included
1. Accounting and ERP system selection — A structured comparison against your requirements, not a vendor pitch
2. Implementation and configuration: Tally, Zoho Books, QuickBooks, Xero, NetSuite, SAP Business One, Dynamics 365 Business Central
3. Chart of accounts and cost-centre design, mapped to statutory and management reporting
4. Data migration, opening balance loading and reconciliation
5. Approval workflow, delegation of authority and user access design
6. Integration: E-invoicing, GST portals, banking, payroll, CRM, expense tools
7. Document management and digitisation of AP and AR
8. Process documentation — SOPs, process maps and a finance manual
9. Automation of recurring tasks — Reconciliations, reporting, data extraction
10. Power BI / dashboard build for management reporting
11. Post-go-live support and user training
Who This Is For
Businesses outgrowing their current system, groups running different systems in different entities, companies preparing for scale or investment, and finance teams spending more time extracting data than analysing it.