Digitizing Finance Operation for Smart Manufacturing: How Abhyaz Streamlined Finance and Cash flow for MTAB USA with Zoho Books
Client: MTAB USA
Industry: Smart Manufacturing and Consulting
Problem Statement:
Manual invoicing, delayed payment tracking, and limited financial visibility across systems.
Solution:
Implemented Zoho Books as a centralized finance hub, migrating over 3+ years of financial data with 100% accuracy, automating invoicing, and enabling real-time dashboards for leadership visibility.
Impact:
80% reduction in manual effort, saving 8+ hours per week | Faster payments through automated follow-ups | Real-time dashboard for managing cash flow | Empowered finance team focused on strategy, not data entry.
Overview
MTAB USA, a leading provider of smart manufacturing and robotics solutions, was struggling to manage its financial operations efficiently. Outdated accounting software, spreadsheet dependency, and disconnected processes were consuming valuable time and limiting leadership visibility.
To regain control and streamline operations, MTAB USA partnered with Abhyaz, a Zoho Authorized Partner, to digitize its entire finance workflow using Zoho Books; a step that marked the beginning of their finance automation journey.
“We were spending hours clarifying transactions instead of focusing on growth. Automation changed everything.” — MTAB USA LeadershipThe Challenge
As MTAB USA scaled, its manual financial processes couldn’t keep pace with growth. The team managed invoices and reconciliations through spreadsheets and outdated tools, causing inefficiencies and frustration.
Key challenges included:
Manual invoice creation and delayed payment follow-ups
Difficulty tracking real-time expenses and receivables
Inefficient reconciliation process and error-prone records
Lack of audit-ready workflows and compliance control
Limited data visibility for leadership decision-making
The Turning Point
Recognizing the growing inefficiency, MTAB USA looked for a transformation partner, who could blend automation, accuracy and compliance. That's where Abhyaz stepped in.
Abhyaz began with a discovery workshop to map over 35+ operational pain points from invoicing to compliance reporting. Instead of focusing on software features, Abhyaz’s team designed a roadmap that directly addressed workflow bottlenecks and user adoption challenges, ensuring a smooth transition from outdated system to Zoho Books.The Solution: Zoho Books, Tailored for MTAB USA
Abhyaz implemented Zoho Books as MTAB USA's centralized financial management platform replacing spreadsheet and outdated accounting systems with an automated, cloud-based ecosystem.
Implementation highlights:
Data Migration: Migrated 3+ years of financial records from QuickBooks and spreadsheets with 100% accuracy.
Workflow Automation: Reduced the invoicing process from 5 steps to 2 steps using smart reminders and automated approvals.
Finance Dashboards: Configured real-time dashboards for expense tracking, receivables, and cash flow monitoring.
Training & Onboarding: Created training resources and guided the finance team toward digital fluency.
Compliance-Ready Workflows: Ensured all processes aligned with audit requirements and internal controls.
The Impact
Post implementation, MTAB USA witnessed measurable and immediate improvement.
80% Reduction in Manual Effort: Saved over 8+ hours per week through automated invoicing and reconciliations.
Faster Payments: Automated payment reminders minimized delays and improved cash inflow.
Real-Time Visibility: Dashboards provided leadership with accurate financial insights at a glance.
Smarter Focus: Finance teams shifted from repetitive data entry to strategic analysis and forecasting.
By digitizing core finance processes, MTAB USA gained real-time visibility into cash flow and empowered leadership with data-driven insights. Abhyaz maintained close collaboration post-deployment responding within 24 hours, ensuring continuous optimization, and supporting the team beyond go-live.
“Abhyaz’s approach was collaborative and compliance-ready. Their Zoho Books cloud rollout was 80% out-of-the-box and 20% optimized to our workflows. We built essential habits early. Zoho Books gave us clarity. Abhyaz gave us confidence. Together, they changed how we run our business.” — MTAB USA CEOReady to Modernize Your Finance Function?
Still chasing invoices across spreadsheets?
If your finance team spends more time reconciling than analyzing, it’s time for a smarter system.
Partner with Abhyaz, a Zoho Authorized Expert to automate your finance operations with Zoho Books.
Gain clarity, save time, and drive predictable cash flow.
📅 Book a discovery call or 📩 Contact us: www.abhyaz.com
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