Company Overview
Churchgate Partners is an international investor relations advisory firm that partners with corporates to design and execute customised investor relations programmes. Given the nature of its professional services business, accurate financial tracking, timely invoicing, and clear visibility into receivables and payables are critical to day-to-day operations and management oversight.
Executive Summary
Churchgate Partners was managing its accounting operations using multiple tools and manual processes, resulting in fragmented financial data and limited real-time visibility.
To address these challenges, Churchgate Partners implemented Zoho Books to centralise accounting, automate invoicing and follow-ups, and provide management with real-time financial insights.
Business Challenges
- Accounting data spread across multiple systems
- Needed automated alerts or reminders for overdue customer invoices
- Limited visibility into customer receivables and vendor payables
- Manual and time-consuming follow-ups for outstanding payments
- Lack of consolidated, real-time financial reports for management
Solution Implemented – Zoho Books
The implementation of Zoho Books provided Churchgate Partners with a unified and automated accounting platform, enabling:
- Centralised invoicing and accounting operations
- Real-time tracking of customer receivables and vendor balances
- Automated receivables and payables reports
- System-driven overdue invoice reminders and alerts
- Standardised and accurate financial reporting
Implementation Approach
The solution was implemented using a structured and phased approach:
- Detailed requirement gathering and review of existing accounting processes
- Zoho Books configuration and initial data setup
- Customer, vendor, and invoice master configuration
- Financial report setup and automation
- User training, testing, and go-live support
Results & Business Impact
Following the Zoho Books implementation, Churchgate Partners achieved:
- Improved real-time visibility into receivables and payables
- Significant reduction in manual accounting effort
- Faster and more effective follow-ups through automated overdue alerts
- Accurate, consolidated financial reporting
- Better management control and data-driven decision-making
Conclusion
By implementing Zoho Books, Churchgate Partners successfully transitioned from fragmented and manual accounting processes to a centralised, automated financial system. The solution enhanced financial transparency, reduced operational overhead, and established a scalable foundation to support the firm’s ongoing growth and evolving finance needs.
Let’s Simplify Your Financial Operations
Managing invoicing, receivables, and payables across disconnected systems can limit visibility and slow down decision-making. With a Zoho Books implementation, professional services and advisory firms can centralise accounting, automate follow-ups, and gain real-time financial clarity.
Our team helps organisations streamline day-to-day finance operations—from automated invoicing and overdue alerts to accurate reporting and management dashboards—so finance teams spend less time on manual tasks and more time on strategic oversight.
Speak with our Zoho Books experts today to explore how a centralised, automated accounting system can improve financial control, transparency, and operational efficiency for your business.
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