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Automation / Migration & automation

Elisha Kosher Foods

Move the books, stock and banking into one dependable workflow.

elisha.be
RECORDED WORK

2025–2026

Approximate project period from Books and Inventory setup, migration and subsequent integration work.
PROJECT TYPE

Automation

BUILT WITH
Zoho BooksZoho InventoryZoho Banking

The problem

Moving accounting and inventory is more than transferring opening balances. Elisha needed the day-to-day operating model to move with the data: people needed to work from phones, banking activity needed to reach the books, and recurring transaction patterns needed consistent matching rules.

A migration that moved records without rebuilding those working links would leave the team reconciling the new system by hand after go-live.

The solution

Zoho Books and Zoho Inventory were configured as the connected financial and stock system, with a mobile workflow for the people using it away from a desk. Banking integration brings transaction activity into the accounting process.

Automatic matching rules apply the team's repeatable criteria to routine bank transactions, while exceptions remain visible for review. The migration therefore covers the records, the access pattern and the reconciliation workflow together.

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WHAT IT BRINGS TOGETHER
  • Zoho Books and Inventory migration
  • Phone-based operational workflow
  • Bank feeds and automatic matching rules
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