Location
Canada
Industry
Higher Education
Size
11-50 Employees
About the Client
The client, a Canadian non-profit association with a rich 40-year history, supports over 10,000 members across the community. Governed by an executive committee and a council, they are deeply committed to fostering community growth and development.
However, their financial management systems and processes could not keep pace with their expanding operations. They required a modern solution to simplify their workflows, improve reporting, and free up time for focusing on their mission.
Challenges Faced
Solutions Provided
Migration to Zoho Finance Suite
We transitioned all financial operations to the Zoho Finance Suite to unify their processes and improve efficiency:
- Zoho Books: Centralized bookkeeping and accounts receivable functions.
- Zoho Expense: Streamlined expense management and reimbursements.
- Completion Timeline: The migration was meticulously planned and executed within 1.5 months to minimize disruption and ensure continuity.
Workflow and Automation Enhancements
Key workflows and automations were implemented to optimize efficiency and reduce manual effort:
- Approval Workflows and Custom Fields: Automated approval processes for expenses and invoices while adding fields to capture essential data for categorization and tracking.
- Reporting Tags: Facilitated department-wise financial reporting and budgeting for improved decision-making.
- Mandatory Fields and Payroll Templates: Enforced required inputs in reports and simplified payroll journal entries using standardized templates.
Team Training and Process Development
We conducted in-depth training sessions to empower the client’s team with the knowledge and skills to effectively use Zoho Finance tools:
- Operational Independence: Equipped the team to manage financial operations confidently.
- Customized Guidance: Provided tailored training materials and demonstrations to address their specific needs.
Ongoing Financial Management
We ensured continued efficiency and accuracy in their financial processes with ongoing support:
- Streamlined Operations: Simplified monthly bookkeeping and accounts payable/receivable management with Zoho's automated workflows and reporting.
- Budgeting Support: Set up department-specific budgets and conducted monthly reviews using reporting tags for clarity.
- Year-End Assistance: Provided comprehensive financial reviews and adjustments to prepare for tax filings.
Our Certifications

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The Results: Real Impact on Financial Efficiency and Clarity
Why Non-Profits Choose BMI for Financial Transformation
