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Going from scattered spreadsheets to a unified accounting platform with Zoho Books fully configured for Saudi VAT and ZATCA compliance, with clean master data, custom quotation flows and a confident finance team from day one.
“From fragmented spreadsheets to one connected platform, Shyphan helped us go live in 4 weeks.”
Sufiyan Siddiqui, Manager, Al-Mazaya Al-Shamla
As Al-Mazaya grew, manual finance work and disconnected tools made it harder to keep accounting clean, compliant and audit-ready.
Finance work was spread across spreadsheets with no single source of truth.
VAT reporting was manual, and ZATCA e-invoicing was not yet configured.
Items, customers, vendors and opening balances were scattered and inconsistent.
Quotes were created ad-hoc with no standard template or approval flow.
Every new user needed hours of hand-holding without proper training material.
“Our finance team was spending hours on manual entries with no confidence that our VAT reporting was fully compliant. We needed a proper system, and fast.”
Sufiyan Siddiqui, ManagerShyphan, an Authorized Zoho Partner, configured Zoho Books end-to-end for Saudi VAT and ZATCA compliance, migrated clean master data, and trained the team so adoption was high from day one.
Threshold-based approval flows for quotes and discount overrides.
Permissions aligned with the company hierarchy and roles.
Branded, compliant quotation layout tied to the new approval flow.
Items, customers, vendors and opening balances mapped and migrated cleanly.
VAT codes, tax groups and ZATCA e-invoicing configured end-to-end.
Hands-on sessions and structured UAT so the team owned the system on day one.
Tight control over scope, timeline and quality at every step, module by module so day-to-day operations were never disrupted.
| Phase | Activities | Outcome |
|---|---|---|
| 1. Discovery & Blueprint | Stakeholder workshops, AS-IS process mapping, BRD/FRD finalization | Signed-off Solution Design |
| 2. Configuration & Build | Module setup, custom workflows, automation, integrations | Working sandbox |
| 3. Data Migration & UAT | Data cleansing, mapping, migration, full UAT cycle with users | UAT sign-off |
| 4. Training & Change Mgmt | Admin & end-user training, SOPs, recorded video walkthroughs | Adoption-ready users |
| 5. Go-Live & Hyper-care | Cutover, production go-live, daily support, optimization sprint | Stable production system |
Within weeks of go-live, Al-Mazaya Al-Shamla saw measurable improvements across the business.
Every invoice is generated with the correct VAT and ZATCA formatting.
One system replaces a stack of spreadsheets across finance.
Items, customers and vendors are properly structured and validated.
Every quote follows the same branded layout and approval flow.
End users are confident with the system from go-live day.
Cloud-native Zoho stack scales with new entities and reporting needs.
“Shyphan made the entire Zoho Books implementation smooth and straightforward. They understood our VAT requirements, migrated our data accurately, and customized our quotation exactly as we needed. The training ensured our team was confident from day one. We are very satisfied with the outcome and the professionalism of the team throughout.”
Manager · Al-Mazaya Al-Shamla
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