Back to What we do

Systems & Controls

Software and Automation: Zoho Books, Tally Prime and HRMS, Set Up Properly

Finance runs better on a properly set-up system. FinAura's implementation specialists set up Zoho Books, Tally Prime and HRMS platforms such as greytHR, Keka and Zoho People, configure them for GST and TDS, move your data across, connect your bank and other tools, automate the routine work and train your team.

  • Reviewed by Chartered Accountants
  • Bangalore and across India
  • Reply within one business day

How we work · 5 steps

01Requirements

How you invoice, buy, pay and report today, and what the new system must do.

Hover a step to read it. Left alone, it moves on its own.Tap a step to read it.

01 · Requirements

How you invoice, buy, pay and report today, and what the new system must do.

What We Handle

Software & Automation, Piece by Piece

Zoho Books, Tally Prime and HRMS implementation, migration and automation. Move along the list to see what each piece covers.

  1. Organisation set-up, chart of accounts, GST and TDS configuration, templates, bank feeds, users and roles, and training.

  2. Company creation, masters, GST and TDS set-up, inventory where needed, security and reports configured for your business.

  3. Opening balances, masters and open transactions moved across and reconciled, with a clean cut-over date. The reverse direction too.

  4. greytHR, Keka, Zoho People and similar platforms set up with your salary structures, leave and attendance rules, and statutory settings.

  5. An account structure that produces the reports management wants without manual regrouping.

  6. Bank feeds, payment gateways, e-commerce and CRM connections, and Google Sheets automation for the reports that still live in spreadsheets.

  7. Invoice workflows, approvals, reminders and reconciliations automated inside the tools you already pay for.

  8. Hands-on training for your team and support after go-live, so the system keeps being used properly.

Who This Is For

Businesses We Do This Work For

  1. 01Businesses moving off spreadsheets or an outgrown system
  2. 02Companies switching between Tally and Zoho
  3. 03Growing teams that need an HRMS with payroll compliance built in
  4. 04Finance teams spending hours on manual reports

Why FinAura?

Three Reasons Clients Stay

01

Accountants Who Implement

We set systems up the way the books need to work, because we keep books for a living.

02

Compliance Built in

GST, TDS, PF and PT settings are configured and checked by people who file the returns.

03

Not an Official Partner, and Clear About It

We are implementation specialists for these platforms. We recommend what fits you, not what pays a commission.

FinAura Consulting is a CA-led finance, accounting and compliance firm based in Bangalore, working with companies, startups and individuals across India. Every engagement is reviewed by a Chartered Accountant.

Questions We Get Asked

Frequently Asked Questions

How long does a Zoho Books implementation take?

A straightforward set-up for a single-entity business takes a few weeks including migration and training. Multi-entity or inventory-heavy businesses take longer. We give a timeline after the requirements call.

What does Zoho Books implementation cost?

It depends on the number of entities, the data to migrate, integrations and training needs. We quote a fixed project fee after understanding your requirements; the software subscription is paid to Zoho separately.

Are you a Zoho or Tally partner?

No. We are implementation specialists who use these platforms every day for our clients' accounting. That lets us recommend whichever system fits your business.

Can you migrate our data from Tally to Zoho Books?

Yes. We move masters, opening balances and open transactions, reconcile the two systems at the cut-over date, and keep Tally available for reference.

Which HRMS do you implement?

greytHR, Keka and Zoho People most often, and others on request. We configure salary structures, leave and attendance rules and the PF, ESI and professional tax settings.

Talk to a Chartered Accountant About Software & Automation

Tell us where you are and what you need. We reply within one business day with a clear next step and a fixed quote.