Finance · Automation · Starter package
Chart of Accounts
Complete COA setup in Tally, SAP or Zoho with ledger mapping and documentation.
A guided session with our team.
Video demo coming soon
How it works
- 1Industry-specific COA template selected
- 2Mapped to your business structure
- 3Documentation and ledger user guide delivered
What you receive
- Complete COA in Excel
- Tally XML import file
- SAP CSV import file
- COA user guide
Tools and connections
5 tools listed for this solutionWorks around the tools you already use
Your tools
- Tally
- SAP
Zoho Books- QuickBooks
- Excel
How they connect
- Direct connection, where the tool allows it
- Regular import or export of files
- Assisted workflow your team runs
The method for each tool is confirmed during scoping. Logos don’t imply a partnership or a ready-made connector.
Full workflow · 4 steps
- 01Industry-specific COA template selected
- 02Mapped to your business structure
- 03Loaded into Tally / SAP / Zoho with correct grouping
- 04Documentation and ledger user guide delivered
Everything included · 5 deliverables
- Complete COA in Excel
- Tally XML import file
- SAP CSV import file
- COA user guide
- Ledger group documentation
What we’ll need from you
- Industry-specific COA template selected
- Access to the relevant tools and a sample of real data
- A named owner on your team to review outputs
Human review
Your team reviews outputs before they are used, filed or sent. Exceptions are flagged for a person to decide.
Delivery and support
- Package
- Starter · price shared on enquiry
- Tentative build time
- 1–2 weeks, confirmed after your demo
- Maintenance & support
- Email within 24h, in your SUITE AI Workspace
- Billing
- One-time build fee plus monthly maintenance in your SUITE AI Workspace
- Availability
- Built and scoped for each business — not an off-the-shelf product.
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