HOW FACT HELPS
A clear plan.
A prepared team.
We bring the finance, data and software work together, with agreed deliverables at each stage. You can engage FACT for the parts you need or for a coordinated implementation.
WHAT YOU RECEIVE
Evidence of readiness.
A record of gaps, an implementation plan, testing results and practical handover guidance. The scope sets out what is included.
PROJECT STAGES & DELIVERABLES
What happens at each stage?
Some work can run at the same time. The schedule depends on your records, transactions and the availability of your team and providers.
01
Assess
Readiness gaps
A review of company, customer, supplier and invoice information, with the gaps and priorities recorded.
02
Plan
An agreed implementation plan
The system approach, transaction coverage, responsibilities and schedule for the work.
03
Prepare
Data and process preparation
An agreed correction list and review of how your team creates, receives and follows up invoices.
04
Connect
ASP registration and software setup
Support with provider appointment and setup, plus any separately agreed work to connect your systems.
05
Test
Testing results and staff training
Checks using your agreed transaction scenarios, a record of issues, practical training and a readiness report.
06
Launch
Launch support and handover
An agreed transition, user guidance and clear responsibilities for daily operations and escalation.
07
Support
Ongoing reviews, where agreed
Optional support and periodic reviews to address recurring issues and changes in the business.
YOUR ACTUAL TRANSACTIONS
Prepare for more than the standard sales invoice.
Sending and receiving
Cover customer invoices and credit notes, together with incoming supplier bills and the checks your team needs.
Your business scenarios
Consider deposits, returns, recurring billing, exports, foreign currencies and other arrangements relevant to your business.
When something goes wrong
Agree how failures, delays and unresolved items will be recognised and who will coordinate a response.
WORKING WITH YOUR TEAM
Clear responsibilities from the start.
FACT can coordinate with your accountant, finance team, software support contacts and ASP. Your team provides the agreed records, makes business decisions and participates in testing. Specialist software work and provider services are confirmed in the scope.
We assess your current system first. Where suitable, we use its supported connection or assess a connection built for your business. Moving systems is considered where the existing setup cannot meet the agreed requirements.
AFTER LAUNCH
Keep improving the way the system works.
Support as you start
The standard Zoho Books service includes 30 days of support during business hours, with extra help in the first week. Other routes have agreed support arrangements.
Optional annual reviews
A separately agreed annual service can include monthly operational reviews, quarterly checks and an annual assessment, with findings and follow-up actions.
Continuity as you grow
Documentation and trained users reduce dependence on one person. Periodic reviews can help assess new companies, software changes and new transaction types.
Standard support hours are Monday to Friday, 9am to 6pm UAE time. Software development, data collection, additional companies and expanded support are agreed separately.
YOUR NEXT STEP
Let’s agree the right starting point.
We’ll discuss your current setup and priorities before proposing the detailed assessment or implementation you need.