Our services
Less manual work.
More control.
We implement and repair finance systems, and build the workflows that connect them.
Which of these sounds like you?
Pick the closest. It opens the right service below.
“We know we need to buy something. We don’t know what.”
01 · Set upERP & Zoho Books implementation“We bought the ERP. It went live. Nobody uses it properly.”
02 · FixERP repair & books reconciliation“The ERP does most of it. The rest happens in spreadsheets and WhatsApp.”
03 · ExtendWorkflow automation“We’ve looked. Nothing does this. The workaround has become the process.”
04 · BuildCustom finance software“Our systems don’t talk. We’re downloading CSVs to build reports.”
05 · ConnectData pipelines & dashboards“We know something is wrong. We don’t know what.”
06 · DiagnoseProcess audit
Find the right kind of help.
Choose a service, then explore what matters to you. Most engagements combine two or three; we’ll work out which together.
ERP & Zoho Books implementation
A platform chosen on fit and total cost, configured around how you actually run, and a team trained on their own data rather than a demo company.
Sound familiar?
“We know we need to buy something. We don’t know what.”
“We’ve outgrown Tally and the spreadsheets around it.”
“We’re setting up finance properly before it gets painful.”
Two Zoho Books implementations, each with its history carried across. Nearly two years of it, in one case.
Read the storyCompare before choosing
Three to four platforms per layer, total cost modelled over time rather than at the point of sale, build-versus-buy costed honestly. You get the comparison, including what we rejected and why.
Clean the data first
Masters sanitised and opening balances reconciled before anything moves. Migrating dirty data is how a new system inherits the old one’s problems on day one.
Configure and migrate, stage by stage
Chart of accounts, tax, approval and validation rules, user roles, bank feeds, then the transaction history. Each stage reconciled before the next begins.
Train on your own books, then hand over
Users and admins trained on the migrated data, on site where it helps. The configuration is documented so the next person can see why it is the way it is.
Included in the engagement
- The platform comparison, with the options we rejected and why
- A chart of accounts designed for how you report
- Opening balances reconciled to your last filed position
- Transaction history migrated across the periods you need
- Bank feeds, approval rules and user roles configured
- Users and admins trained on your own data
The engagement
Four to eight weeks. The variable is how much history is moving and the state of your masters, not the software.
What we need from you
Access, your source data, and one person who can answer questions and make decisions. The finance expertise is ours.
How we engage
Understand first. Then fix what needs fixing, whether that is the process or the system. Then build for what comes next.
Stage 01 of 04
See how the business actually runs, day to day.
We follow your real data, daily work and handoffs to see where people are doing a system’s job.
More about this stage
Before touching anything, we sit inside the operation: how orders, purchases, approvals and reporting actually move, and where people are doing a system's job. Not the org chart. The real data and the real day.
What it costs to find out
Three steps. Anything paid is scoped and priced before it begins, and you can stop after any of them.
- A short walkthrough
Tell us what’s happening. We reply within a working day and say plainly whether we can help.
- A written process audit
Findings ranked by what they cost you, the options compared, and a costed roadmap.
- Your call
Build it with us, in-house, or with someone else. The report is yours either way.
You bring the context. Access to the data, and someone who can answer questions and make decisions.
We bring the three disciplines. Finance, process and engineering in one team. Training and documentation are part of the work, not an add-on.
A CLEAR FIRST STEP
What it costs
to find out.
Three steps. Anything paid is scoped and priced before it begins, and you can stop after any of them.
A short walkthrough
FreeTell us what’s happening. We reply within a working day and say plainly whether we can help.
A written process audit
Fixed feeFindings ranked by what they cost you, the options compared, and a costed roadmap.
Your call
YoursBuild it with us, in-house, or with someone else. The report is yours either way.
You bring the context.Access to the data, and someone who can answer questions and make decisions.
We bring the three disciplines.Finance, process and engineering in one team. Training and documentation are part of the work, not an add-on.
What changed, for three of them.
All case studiesLease calculations are instant, monthly reporting is system-generated, and journals export in a ready-made SAP template.
Medi Assist, NSE/BSE listedCustomer impact data and reports available on demand through a portal we designed and built.
PadCare LabsAnalysis that used to happen in spreadsheets now happens in the dashboards, on one set of KPI definitions every team reads the same way.
Go Desi
- Medi AssistNSE/BSE listed
Lease calculations.
Automated across the group.
Instant lease calculations, system-generated monthly reporting, and journals in a ready-made SAP template.
Read the Medi Assist story - PadCare LabsAs seen on Shark Tank
Impact made visible.
Impact reports, on demand.
Customers generate their own impact reports, instead of waiting for manually compiled reports.
Read the PadCare Labs story - Go DesiAs seen on Shark Tank
One shared view.
Analysis, beyond spreadsheets.
Analysis now happens in dashboards, on one set of KPI definitions every team reads the same way.
Read the Go Desi story
Common projects, in detail.
What the work involves, a real example, and the questions we're usually asked.
Not sure where to begin?
That is the normal starting point. We will work out whether the process, the system or both need attention. If you already know the scope, bring us the brief.