Skip to main content

How Abhyaz Transformed MTAB USA's Accounting with Zoho Books

Industry: Manufacturing

Problem: Manual accounting with spreadsheets & Tally, delays in invoicing, and follow-up headaches

Opportunity: Streamline finance with automation and better visibility
Solution: Data migration, invoice automation, payment reminders, weekly reports, and guided onboarding
ROI: 5+ hours saved daily, 200+ invoices automated, faster adoption, smarter financial decisions

Within just three months, we helped MTAB USA transition from scattered systems to streamlined accounting, powered by Zoho Books.

Overview 

Managing finances with outdated tools can often feel like running in circles—especially when you’re juggling spreadsheets, chasing payments, and losing hours to manual processes. That’s exactly where MTAB USA found themselves—until they partnered with Abhyaz.

Within just three months, we helped MTAB USA transition from scattered systems to streamlined accounting, powered by Zoho Books.

Understanding Before Solving: The Discovery Call  

When the customer first approached us, it wasn’t about pushing a product—it was about listening.

During our initial discovery call, the customer—a business owner overwhelmed by manual invoicing, inconsistent payment tracking, and spreadsheet overload—shared her daily challenges. She needed more than just a new accounting software; she needed a better way to run her back-end operations.

From that conversation, it was clear: Zoho Books was the right solution.

The Plan: A Tailored Solution, Not Just a Tool  

Instead of a quick implementation, we took a deep-dive approach. Our team drafted a detailed project scope with over 35 real use cases, each mapped to a pain point shared by the client.

In February, we officially kicked off the project. Here's what followed:


1) Data Structuring with Precision  

With support from our finance executives, we gathered all historical data—scattered across spreadsheets and Tally—and handed it to our data analysts, who cleaned, verified, and restructured everything to achieve 99%+ data accuracy.

2) Automation That Works    

Our DevOps Engineers in the Product Development & Delivery team built an automated invoice generation and delivery system, capable of processing over 200 invoices daily. The moment an invoice is signed, it’s automatically sent to the customer—no manual work required.

3) Reminders That Save Time

We configured automated payment reminders for unpaid invoices, saving the customer over 5 hours per day previously spent chasing payments.

4) Insightful Weekly Reports

We scheduled automated weekly financial reports sent directly to her inbox, giving her a consistent, reliable snapshot of business performance.

Communication That Builds Confidence

We believe in collaborative execution. Throughout the project:

  • We maintained consistent communication through Zoho Desk, providing updates three times a week.

  • High-touch meetings ensured transparency, timely feedback, and continuous engagement.

  • Concerns were addressed swiftly—within 24 hours—to ensure a smooth experience.

This collaborative process built trust and ensured easier adoption when the system went live.

A Smooth Transition with Zero Stress

Once the system was built and thoroughly tested, we conducted a final walkthrough with the client. Because we prioritized open feedback and involvement throughout the project, the customer and her team embraced the system from day one.

We also provided custom onboarding videos, making it easy for her team to get up to speed without frustration.

After go-live, our team continued to monitor performance and provide real-time support, ensuring the customer’s peace of mind long after the switch.

The Outcome: Confidence, Clarity, and Control

Thanks to Zoho Books—and Abhyaz’s tailored implementation—the client no longer drowns in spreadsheets or worries about invoicing delays. Instead, she now manages her business with clarity, automation, and confidence.

Are You Still Managing Finances Manually?

If you're a business owner still relying on Excel, juggling data, or spending hours on invoicing and follow-ups, it's time to stop.

Let Abhyaz, an authorized Zoho Partner, help you streamline your financial operations with Zoho Books, just like we did for MTAB USA.

Let’s turn your accounting stress into peace of mind.

Let’s build smarter businesses, together

Stop wrestling with spreadsheets. Start running your business with confidence.
Just like we helped MTAB USA move from manual chaos to automated clarity with Zoho Books, we can transform the way you manage your finances.


Learn More