Cloud Accounting Setup

An end-to-end migration covering:

• Platform selection — Zoho Books, QuickBooks Online or Xero, based on transaction volume, integrations, and reporting needs.
• Chart of accounts design — aligned to your industry, GST classification, regulatory reporting.
• Opening balances migration — from your prior system / spreadsheets at the chosen go-live date.
• Master data — customers, vendors, items, tax rates, banks.
• Bank integrations — auto-feeds from major banks for live reconciliation.
• Billing / e-commerce integrations — Stripe, Razorpay, Shopify, etc.
• Payroll integration — Zoho Payroll, greytHR, Keka.
• GST returns integration — GSTIN linked, GSTR-1 export, GSTR-2A reconciliation.
• User roles & permissions — finance, ops, founder, auditor.
• Team training — finance team trained on day-to-day operations.
• Go-live runbook — first-month operations checklist.

Zoho Books — best for India-first SMEs. Native GST support, strong India ecosystem (Zoho Inventory, Zoho Payroll, Zoho CRM). Annual cost is moderate.

QuickBooks Online — best for foreign-subsidiary clients reporting upstream. Strong IFRS / US GAAP-aligned reporting. Indian GST support is functional but less native than Zoho.

Xero — best for service businesses and SaaS companies with global stack (Stripe, HubSpot, Slack-friendly integrations). Less common in India but growing.

Tally Prime — staying on Tally is sometimes the right call (very large transaction volumes, on-prem data preference). We support migrations into Tally as well.

• Live, working accounting platform with master data and integrations.
• Reconciled opening balances at go-live date.
• Documented chart of accounts with mapping to your industry / regulatory reporting.
• Integration runbooks (bank, payment gateway, payroll, e-commerce).
• User-role matrix.
• Training videos and SOPs.
• 30 / 60 / 90 day post-go-live review reports.

Do you stay on after go-live?

Yes — either as ongoing bookkeeping (see Bookkeeping page) or as a quarterly check-in. Many clients pair the migration with our Bookkeeping retainer for the first 6 months.

Can we run two systems in parallel for a quarter?

Yes. We typically recommend a 1-month parallel run to validate. Beyond that, double-entry effort outweighs the assurance benefit.

Is data migration safe?

Yes — we work in a sandbox first, validate balances, then promote to production. Backup of source system retained for at least one financial year post go-live.

What happens if our finance team can’t operate the new platform?

Training is part of the engagement. If the team needs ongoing support, we extend the bookkeeping retainer until they’re confident. We don’t leave clients without a working system.