ABOUT CUSTOMER

SGES, a leading geotechnical and foundation engineering consulting firm, offers comprehensive data through Integrated Survey Services for offshore and on-land projects, helping clients design, build, and operate safe, secure, and cost-effective construction sites.

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Industry : Manufacturing

Employee : 8

Location : Bengaluru, India.

Application & Services Used : Zoho books, Zoho CRM

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It's a perfect app for the SME's.

- Sarathy Geotech and Engineering Company Pvt ltd

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CHALLENGE

SGES needed to transition from manual employee expense tracking to an accounting software system to streamline expenses. They also required software to manage Purchase Orders, Sale Orders, Budgeting reports, Profit and Loss reports, and invoice generation.

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SOLUTION

We implemented Zoho Books to streamline all activities related to accounting for Sarathy Geotech and Engineering Services Pvt. Ltd. We have integrated an appropriate solution process based on the various business requirements outlined by the client.

Multiple functions such as Customer Master, Purchase order, Sale Order, Vendor Management, Company Expense tracking, Employee expense tracking, Budgeting Analysis Reports, Journal Management and Reports related to profit and loss were created to make the process of accounting efficient.

We have also assisted the organization to migrate data from QuickBooks to Zoho Books, thus allowing them to carry on their business operations with minimal disruption.

Streamlining Accounting Processes for SGES with Zoho Books Implementation.

RESULTS

• The customer can now track and manage all financial tasks with improved accuracy and ease.
• Implementing Zoho applications has enhanced team collaboration through effective workflow alerts.
• Automation features like payment reminders, scheduled reports, and workflow triggers save time on tedious tasks, allowing focus on priority work.

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