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CFO-Led Zoho One Roll outs 

Arthaveda is recognized as a Premier Zoho One Partner, bringing together deep finance and accounting domain expertise with certified Zoho technical implementation. We stand out for delivering Zoho One solutions that are built for ease of use, automation, compliance and strategic scale. 

Why Arthaveda > Other Zoho Partners 

  • CFO-led Implementation: Projects driven by CFO-level insights for your business, not just an IT setup. 

  • Integrated Automation-First Approach: Seamless synergy with CFO Services and Integrations with Arthaveda Fin-Tech product suite to deliver AI automation solutions out-of-the-box. 

  • Modular Go-Live – Roll outs start in ~4 weeks, vs. standard 3–6 months timelines  

  • Premium Support & Governance: Dedicated ongoing partner support with SLA-based response, error warranty and evolution aligned to financial change. 

  • Integrated Automation – Seamless synergy with CFO services and ArthaPay/ Match suites 

Full ownership transition – Build internal capability so you own and evolve the system 

Our Zoho One Implementation Framework 
1. Discovery & Process Design 

  • Process walkthrough & stakeholder interviews 

  • Map current workflows → design Zoho-enabled process flows 

  • Identify finance ops pain points—like reconciliation, approvals, statutory timelines 

2. Solution Architecture & Setup 

  • Configure modules: CRM, Inventory, Projects, Books, Expenses, People, Payroll, Analytics 

  • Custom fields, workflows, approval rules, notifications tailored to your financial operation 

3. Integration & Migration 

  • API/FTP/CSV integration with external systems: ArthaPay, bank, ERP, CRM 

  • Data preparation & migration—including vendor, product, user data 

  • Deluge automation for cross-module triggers, notifications and dashboards 

4. Training & Go Live 

  • Role-based training: admins, finance, sales, operations 

  • Real-time guidance through first billing/ reconciliation cycle 

  • Onboarding checklist and adoption metrics—ensuring >80% initial utilization 

5. Support & Optimization 

  • Post-implementation support packages (e.g. “Zoho Care 360”) 

  • Quarterly audits, enhancements, performance tuning, training refreshers 

  • Access to partner escalation desk and Zoho support coverage lines   

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