What changed
- Accounting, banking, taxes, invoices, bills and payments run in one place
- Employee travel, expenses and reimbursements follow policy-driven approval
- Financial processes and controls are standardised rather than per department
Where they started
Accounting, banking, employee information, travel, expenses, approvals and reporting all existed, and all existed separately. Financial processes varied by department, which made both control and reporting harder than they needed to be.
What we built
Zoho Books configured for accounting, banking, taxes, customers and vendors, invoices, bills, payments and financial reporting. Zoho Spend alongside it for employee management, travel, expenses, policies, approvals and reimbursements.
The two work as one flow: an approved expense becomes an accounting entry without being re-entered, and policy is applied at the point of claim rather than at the point of payment.