Client Case Studies — Finance & Zoho Implementation
Real engagements, real numbers, and the specific steps that got there. Open a case study for the full breakdown: business background, the approach we took, and what changed.
Four Revenue Models, Four Disconnected Systems, One 10-Day Close
A robotics and equipment-leasing company connected sales, leases, service contracts and consumables into one system.
18 Months of Unreconciled Books, $100K in Revenue Nobody Could See
Reconciling 18 months of Stripe and Square activity and building Series A-ready financials for a SaaS company.
400+ SKUs on a Spreadsheet. Stockouts Every Month.
Automated reordering and connected accounting gave a distribution business real margin visibility for the first time.
Seven Tools, Zero Visibility Into Which Projects Made Money
A full Zoho One implementation connected CRM, Books, Inventory, Expense, Payroll, Desk and Analytics for a 40-person architecture firm.
One Spreadsheet Said 6 States. Almost None of It Held Up.
A state-by-state nexus review for a hardware, lease and SaaS hybrid business, traced to source on every figure.