Structured Finance, ERP & Compliance Services.

Odoo ERP Implementation & Rollout

Design, configuration and rollout of Odoo for trading, manufacturing, projects, logistics and services businesses.

Used for

• Unified finance, inventory, sales, purchase and projects in one system.
• Multi-branch / multi-GST registration and consolidated reporting.
• Workflow-based approvals for POs, expenses and payments.

Business benefits

• Real-time view of profitability by product, branch and customer.
• Reduced manual work and spreadsheet dependency.
• Cleaner audits and faster month-end close.

Odoo Accounting & Bookkeeping

Day-to-day accounting managed inside Odoo by a CA-led team – including AP, AR, bank reconciliations and GST mapping.

Used for

• Maintaining clean ledgers and reconciled books each month.
• Preparing GST data and audit-ready schedules directly from Odoo.
• Generating MIS and management review packs.

Business benefits

• Single source of truth for finance – no parallel Tally/Excel.
• Lower error rate in GST and statutory filings.
• Management can trust numbers for decision making.

Odoo Support, AMC & Enhancements

Ongoing functional and technical support, minor customisations and user training through structured support plans.

Used for

• Resolving day-to-day user issues and data discrepancies.
• Adding new reports, fields and views as business evolves.
• Periodic health checks and process improvements.

Business benefits

• Stable ERP operations with predictable support cost.
• Higher user adoption and better utilisation of Odoo licenses.
• Continuous alignment of system with business growth.

Management Accounting & MIS

Monthly management reporting packs designed for founders, investors and functional heads.

Used for

• Business reviews – revenue, margins, cash flow and KPIs.
• Branch / product / customer-level profitability tracking.
• Budget vs actual analysis and forecasting.

Business benefits

• Clarity on what is truly driving profit and cash.
• Faster, data-backed decisions instead of gut-feel.
• Board-ready reporting without internal overhead.

Bookkeeping & Financial Accounting

Day-to-day accounting, reconciliations and closure of monthly and annual books.

Used for

• Timely closure of books with supporting schedules.
• Inter-company, bank and vendor reconciliations.
• Audit support and preparation of financial statements.

Business benefits

• Founders free from routine accounting follow-ups.
• Confidence that statutory & audit requirements are met.
• Stronger finance hygiene for fundraising and banking.

AP / AR / Payroll KPO (Xero / QBO / Odoo)

Process-driven back office for invoice processing, collections follow-up and payroll for global accounting firms and SMEs.

Used for

• High-volume AP invoice processing with 3-way match.
• Collections, dunning and customer ageing follow-up.
• Multi-country payroll processing with compliance.

Business benefits

• Scale finance operations without hiring in-house.
• Standardised processes and SLAs across entities.
• Lower processing cost with improved accuracy.

Forensic Accounting & Investigations

Transaction-level review using ERP data, bank trails and documentation to identify leakage, fraud patterns and control gaps.

Used for

• Suspected fraud, vendor collusion or inventory loss.
• Investor or lender due diligence on existing operations.
• Post-merger reviews and dispute support.

Business benefits

• Clear visibility on where leakages occur and quantum of impact.
• Evidence-backed findings useful for internal actions.
• Strengthened control environment post remediation.

Internal Controls, SOPs & Risk Review

Design of finance & operational SOPs aligned with ERP, including maker-checker workflows, documentation and authorisation matrices.

Used for

• Preparing for investor diligence or IPO readiness.
• Strengthening controls in fast-growing organisations.
• Standardising processes across branches and entities.

Business benefits

• Reduced risk of fraud and operational errors.
• Clear ownership and responsibilities for each process step.
• Better audit ratings and governance comfort for stakeholders.

Financial & Forensic Due Diligence

Independent review of target companies from a financial, tax and control standpoint for investors, lenders and acquirers.

Used for

• Equity investments, acquisitions and strategic alliances.
• Banking and project finance appraisal support.
• Vendor / partner risk assessment.

Business benefits

• Early identification of red flags and deal risks.
• Better valuation conversations backed by facts.
• Structured post-deal integration roadmap.

Direct Tax & Income Tax Advisory

Corporate and individual tax planning, return filing and representation before authorities.

Business benefits

• Optimised tax outflow within the framework of law.
• Lower risk of notices and litigation.
• Clear view of tax provisions and cash impact.

GST, Indirect Tax & Compliance

End-to-end GST support including registrations, returns, reconciliations and representation.

Business benefits

• Accurate and timely filings reducing penalty risk.
• Better ITC utilisation and working capital impact.
• Clean GST trail aligned with ERP invoicing and books.

Business Setup, ROC & Start-up Services

Entity selection, incorporation, registrations and ongoing ROC & secretarial compliances.

Business benefits

• Correct legal structure from Day 1 (LLP/Company/OPC etc.).
• All statutory registrations handled by one team.
• Founders can focus on product and sales, not paperwork.

Virtual CFO & Strategic Finance

Part-time CFO engagement for founders who need board-level finance guidance without a full-time hire.

Used for

• Fund-raising preparation and investor discussions.
• Cash flow planning, budgeting and scenario modelling.
• Finance organisation design and KPI definition.

Business benefits

• Strategic finance insight at a fraction of CFO cost.
• Sharper view of runway, margins and capital needs.
• Better conversations with banks, investors and boards.