Explore our case studies to see how our plugin fits into your workflow and solves your specific challenges and more.
A distribution business used Zoho Books for invoicing and inventory management while relying on Tally for finalizing accounts.
Background: A distribution business uses Zoho Books for invoicing and inventory management, while its accounting team relies on Tally for finalizing accounts.
Challenge: Dual systems, data inconsistencies, and delays.
Solution: Seamless integration through a three-step process, master data synchronization, and data filters.
A mid-sized manufacturing business using Zoho Books faced challenges meeting auditor requirements with Tally.
Background: The business used Zoho Books for accounting, but its auditor preferred Tally.
Challenge: Frequent data conversion, time delays, and errors.
Solution: Quick export to Tally with automatic master data conversion.
A consulting firm needed to consolidate Zoho backup files spread across multiple Excel sheets into one cohesive system.
Background: Multiple Excel backups created data inconsistencies.
Challenge: Complex and time-consuming restoration process.
Solution: Backup restoration with few clicks and master data automation.
An IT firm required a robust backup solution for its Zoho Books data to enhance disaster recovery.
Background: The firm needed on-site backups to supplement cloud storage.
Challenge: Risk of data loss and reliance solely on cloud-based systems.
Solution: On-site backup integration and automated data synchronization.
A service-oriented business wanted to combine the best features of Zoho Books and Tally without manual reconciliation.
Background: The business leveraged Zoho Books for its user-friendly interface and Tally for tax compliance.
Challenge: Manual reconciliation leading to data mismatches.
Solution: Seamless data synchronization and selective filtering.