The NetSuite Alternative, Run For You

What changes is that someone watches your bank feeds. A dead bank feed does not announce itself. Transactions simply stop importing, and nobody notices until reconciliation refuses to balance.

Yes, and this is a common starting point. We audit the existing setup, trace where the numbers stop making sense, and find the broken feeds, duplicate accounts, half-finished integrations, and categorization rules that stopped matching. Sometimes the fix is repair work and sometimes rebuilding a section cleanly is faster. We will tell you which, with reasoning, before doing either.

Start with a consultation. We review how you invoice, how money comes in, what your accountant needs at year end, and where your financial data currently lives, then confirm whether the standard plan covers it. From there we collect access, connect your feeds, and get the structure right. If your requirements are bigger than the subscription, we will say so and quote the project.

Managed Zoho Books is an ongoing subscription where we run your Zoho Books environment for you. That covers your chart of accounts, invoice and recurring billing setup, bank feeds and reconciliation rules, financial reporting, integrations with Zoho CRM and outside tools, and user permissions. Instead of finding someone every time a feed breaks or a report needs building, you have a team already inside your setup handling it month to month.

The plan covers management of up to 2 Zoho Books organizations and 15 users. Within that, we handle configuration changes, invoice and template updates, bank feed repairs, reconciliation rules, report and dashboard builds, integration upkeep, permission administration, and advice on how to structure your finance stack. Larger pieces of work such as a migration from QuickBooks or a custom API build are scoped and quoted as separate projects.

We manage the system, not your books. We build and maintain the setup so that categorization, reconciliation, invoicing, and reporting work correctly, but we do not act as your accountant or bookkeeper and we do not file your taxes. Most clients keep their existing bookkeeper or CPA and find that work gets faster once the underlying setup stops fighting them. We are happy to coordinate directly with whoever handles it.

Yes. You keep your own Zoho Books subscription and own the account, the data, and everything built inside it. We work in your environment as an administrator. That matters if you ever change providers, because nothing sits behind our accounts and there is no export to negotiate. We will also advise on which plan tier fits your user count and the features you actually need.

Yes, and it is one of the more common reasons people call us. We map your existing chart of accounts, bring across customers, vendors, items, open invoices, and bills, then tie the result back to your previous closing balances before you start relying on it. Migrations are scoped as a separate project, because the effort depends heavily on how clean the source data turns out to be.

We connect your bank and credit card accounts to Zoho Books, then build categorization rules so recurring transactions post to the right account automatically. That leaves your team reviewing exceptions rather than coding every line. Feeds do break, usually when a bank changes its authentication, so we monitor them and reconnect them. A feed that stopped importing a month ago is something you want to hear about from us.

Yes, and it removes a lot of duplicate typing. We connect Books to Zoho CRM so a closed deal turns into an invoice with the customer record already attached, and payment status flows back to your sales team. We can also connect Zoho Inventory, Zoho Expense, and Zoho Projects where you run them, so billing reflects what actually shipped or got delivered.

We configure the tax side of the system: rates, tax groups, customer exemptions, and defaults that apply automatically so nobody has to remember them at invoice time. We also set up the reports your filings draw from. We are not a tax firm and we do not file returns, so we work alongside whoever handles that for your business.