ERPNext and Odoo have made enterprise-grade systems accessible to every SME. But software without a finance-first implementation plan just automates your existing mess. We bring the CFO perspective: process design before configuration, chart of accounts before modules, outcomes before features.
ERP vendors and implementation partners are judged on a successful go-live. That is a different goal from a business that can finally see margins by product, inventory by location and cash by week. The gap between the two is where most SME implementations disappoint.
We act as the client-side CFO on the project: your interests, not the vendor's, at every stage.
A structured selection: business process review, requirements mapping, vendor shortlisting and a decision framework. You choose the right system, not the most convincing salesperson.
Once a system is chosen we define the chart of accounts, approve configurations, validate data migration, review user acceptance testing and manage the go-live.
Already live but not getting the reporting you need? We audit the configuration, fix the chart of accounts, build the MIS reports and train the finance team to use the system to its potential.
Concrete deliverables, not a slide deck.
Anonymised, with outcomes shown as typical ranges across comparable work.
The situation. A scaling services business closed its books manually in ten days, with no live view of margins by client.
What we did.
Typical outcome. Month-end reporting in under three days, and gross margins stabilised.
The situation. A 60-day working-capital cycle and buffer stock were pushing a profitable manufacturer into expensive short-term debt.
What we did.
Typical outcome. ₹2–4 crore of cash typically released within two quarters, and reliance on cash-credit limits cut.
The situation. Second-generation owners inherited a profitable business with no MIS, no approval controls and no forward view.
What we did.
Typical outcome. A single-page view of profit, cash and risk, and a governance base ready for scale or sale.
ERPNext suits Indian manufacturers and traders that need strong inventory, job costing and GST handling at low cost. Odoo suits businesses that want CRM, e-commerce, operations and finance in one modular ecosystem. The right answer depends on your processes, which is why we start with a process review, not a demo.
Often, yes, for a while. Tally is an excellent accounting tool. The limit is operational visibility: inventory by location, costing by job, margins by product. When those questions matter to your decisions every week, it is time to move.
No. We are vendor-neutral and do not take implementation fees from software vendors. We select, oversee and optimise on your behalf, working with the implementation partner of your choice.
Book a strategy call and we will tell you honestly whether a system change is your problem, and what a CFO-led implementation would look like.