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Real Estate
Project Operations & Finance Hub for an Enterprise Property Services Group Zoho Creator + Zia AI
As a long-standing property services group scaled, leadership lost visibility into per-project P&L, approvals piled up in inboxes, and Zoho Books drifted out of sync with operations data.
Real Estate
Industry
7 tools
Stack
Client
Enterprise Property Services Group
Industry
Real Estate
Service
Zoho Creator + Zia AI
Stack
Zoho Creator, Zoho Books, Zoho One
01
Challenge
“As a long-standing property services group scaled, leadership lost visibility into per-project P&L, approvals piled up in inboxes, and Zoho Books drifted out of sync with operations data.”
02
Build
We built a project management and finance hub on Zoho Creator with deep Zoho Books integration - multi-project tracking, P&L per project, vendor comparison and ranking, custom approval hierarchies for POs and payments, and bi-directional sync.
03
Outcome
Finance and operations finally agree on the numbers - a partnership now more than a decade long across multiple sub-businesses.
Deliverables
What the system does — functionality shipped.
- Multiple-project P&L on one dashboard, vendor comparison and ranking with audit trail, custom approval hierarchies for POs and payments, bi-directional Zoho Books sync, transparent payment status tracking, decade-long partnership across multiple sub-businesses (gallery, foundation, property services)
Technologies
Zoho CreatorZoho BooksZoho OneDelugeCustom Approval WorkflowsREST APIsFinancial Reporting
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