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Industry · Accounting & Financial Compliance

Sensor SA

Building a compliant accounting foundation with Zoho Books + Fatoora (ZATCA Phase 2) from company profile and VAT setup through opening balances, master data and live Fatoora integration, validated end-to-end.

“From fragmented spreadsheets to one connected platform, Shyphan helped us go live in 5 weeks.”

Bassel, Manager, Sensor SA
Client
Sensor SA
Solution
Zoho Books +
Fatoora Phase 2
Region
Saudi Arabia
Year
2025 · 5 weeks
Go-live: 11 Nov 2025
Engagement
Books, VAT &
Fatoora Integration
The Challenge

Six operational gaps holding back growth

Sensor SA needed Saudi VAT and Fatoora e-invoicing live from day one, plus a clean financial baseline to build on.

No Structured Accounting

There was no proper platform, just spreadsheets and manual entries.

Saudi VAT & Tax Gaps

VAT and TRN handling was not configured to KSA standards.

Fatoora Not Configured

ZATCA Phase 2 e-invoicing was a known gap before cutover.

Scattered Master Data

Customers, vendors and COA data lived across files and formats.

No Opening Balance Baseline

Opening balances were not posted or validated cleanly.

Manual Transaction Processing

Every entry, invoice and report needed manual handling.

In Their Words

“We needed our accounting to be compliant with Saudi VAT and Fatoora e-invoicing from day one. Shyphan set everything up correctly and made sure our team knew how to use it.”

Bassel, Manager
The Solution

Zoho Books with live Fatoora Phase 2

Shyphan, an Authorized Zoho Partner, set up Zoho Books for Saudi VAT, posted validated opening balances, migrated master data and integrated ZATCA Fatoora Phase 2 end-to-end.

Zoho Books

  • Company profile, VAT and TRN setup
  • Saudi VAT and tax configuration
  • Chart of Accounts setup
  • ZATCA-compliant invoice formatting
  • Customer, vendor and COA migration
  • Opening balance migration and validation
  • User training, admin handover and UAT

Fatoora ZATCA Phase 2

  • Zoho Books to ZATCA Fatoora integration
  • Automatic XML and PDF e-invoice generation
  • QR code on every invoice
  • Real-time invoice clearance workflow
  • End-to-end testing before go-live

Key Customizations & Integrations

Saudi VAT Configuration

VAT codes, tax groups and return logic mapped to KSA rules.

Fatoora Phase 2 Integration

Live ZATCA clearance on every outbound invoice.

COA Migration & Mapping

Old accounts mapped into a clean, structured COA.

Opening Balance Posting

Opening balances posted and reconciled before go-live.

Customer & Vendor Migration

Master data cleaned and loaded into Zoho Books.

ZATCA Invoice Templates

Branded invoice layouts that meet ZATCA formatting rules.

End-to-End Validation

Full transaction cycle tested and signed off before cutover.

Our Approach

Five-phase delivery in 5 weeks · 125 hours

Tight control over scope, timeline and quality at every step, module by module so day-to-day operations were never disrupted.

PhaseActivitiesOutcome
1. Discovery & BlueprintStakeholder workshops, AS-IS process mapping, BRD/FRD finalizationSigned-off Solution Design
2. Configuration & BuildModule setup, custom workflows, automation, integrationsWorking sandbox
3. Data Migration & UATData cleansing, mapping, migration, full UAT cycle with usersUAT sign-off
4. Training & Change MgmtAdmin & end-user training, SOPs, recorded video walkthroughsAdoption-ready users
5. Go-Live & Hyper-careCutover, production go-live, daily support, optimization sprintStable production system

Why phased roll-out worked

Reduced risk by going live module-by-module instead of a single big-bang switch.
Gave business users time to adopt before the next module landed.
Allowed Shyphan's consultants to apply learnings from each phase to the next.
The Results

From manual & fragmented to unified & data-driven

Within weeks of go-live, Sensor SA saw measurable improvements across the business.

100%Saudi VAT & TRN Compliance
100%Master Data Migrated
90%Faster Invoicing
ZEROManual ZATCA Submissions
70+Hours Saved / Month
80%Higher Adoption Rate

Business Outcomes

Full Regulatory Compliance

Saudi VAT and ZATCA Phase 2 are both live and validated.

Clean Financial Foundation

Books open with clean masters and reconciled opening balances.

Automated E-Invoicing

Every invoice is cleared by ZATCA in real time.

Eliminated Compliance Risk

No manual submissions means no missed filings or errors.

Faster Transactions

Day-to-day finance work runs 90% faster than the old way.

Future-Ready

Cloud Zoho stack ready for new entities, reports and integrations.

Client Testimonial

What the team at Sensor SA said

“The implementation has given us complete confidence in our financials. Our VAT is configured correctly, our Fatoora e-invoicing is live, and our team knows exactly how to use the system. Shyphan delivered everything we needed, on time and with no surprises.”

BS
Bassel

Manager · Sensor SA

What worked well

Hands-on functional consultants who understood the business, not just the software.
Phased delivery that protected day-to-day operations from disruption.
Strong post go-live hyper-care that built lasting confidence in the platform.
Transparent, milestone-based engagement with no surprises on cost or scope.

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