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Setting up a clean accounting backbone with Zoho Books fully configured for KSA VAT, ZATCA Phase 1 e-invoicing and ZATCA Phase 2 Fatoora real-time clearance, ready for audit from day one.
“From fragmented spreadsheets to one connected platform, Shyphan helped us go live in 1.5 weeks.”
Bilal, Manager, DevisersTech Arabia
Before the rollout, DevisersTech was running on spreadsheets with manual VAT calculations and no ZATCA-compliant invoicing in place.
Finance was tracked in spreadsheets with no proper Chart of Accounts.
Manual VAT and no ZATCA e-invoicing created real compliance exposure.
There was no clean COA mapped to the way the business actually operates.
Invoices were created manually with no template, controls or workflow.
Leadership had no real-time view of revenue, VAT or receivables.
“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.”
Bilal, ManagerShyphan, an Authorized Zoho Partner, configured Zoho Books end-to-end with a structured COA, KSA VAT, ZATCA Phase 1 e-invoicing and ZATCA Phase 2 Fatoora real-time clearance.
Threshold-based approvals on invoices, credit notes and journal entries.
Each user only sees the modules and data their role needs.
ZATCA-compliant layout with company branding baked in.
Customers, vendors, items and opening balances loaded cleanly.
Every invoice is cleared by ZATCA in real time, no manual upload.
Full transaction cycle validated before cutover, zero day-one surprises.
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, DevisersTech Arabia saw measurable improvements across the business.
ZATCA Phase 1 and Phase 2 are both live and validated.
Postings, VAT and reports happen with no manual data entry.
Books were validated cell-by-cell before cutover.
Every invoice is branded, compliant and cleared in real time.
Users own the system end-to-end without needing IT help.
Clean books, clear trail and ready for inspection any day.
“The implementation was smooth and professional. Our books are now properly set up, our VAT is handled automatically, and our invoices are fully ZATCA-compliant. Shyphan understood exactly what we needed and delivered it quickly.”
Manager · DevisersTech Arabia
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