How Bangalore International School streamlined finance and procurement operations using Zoho Books, Zoho Creator, and Zoho Analytics.

Techtron Services
Jan 1, 2026
2 min read

Overview: Bangalore International School (BIS) faced challenges in managing finance, procurement, and reporting due to reliance on legacy systems and manual workflows. By implementing Zoho Books, Zoho Creator, and Zoho Analytics, BIS achieved centralized accounting, automated procurement, and real-time reporting.

Key Takeaways:

- Unified finance and procurement platform

- Improved visibility and control

- Automated approval workflows

- Real-time MIS and dashboards

Executive Summary: “Bangalore International School is an established educational institution focused on delivering high-quality education while managing complex operational and financial requirements.”

Bangalore International School is located in Bengaluru, India, and operates in the education sector. The institution manages multiple financial activities including fee management, vendor payments, procurement, and statutory compliance. With increasing data dependency and operational scale, BIS required a cloud-based, secure, and scalable finance solution.

Problem Statement and Key Challenges: BIS was using legacy accounting software and manual procurement processes that impacted productivity and transparency.

Key challenges included:

- Dependency on Tally with limited real-time insights

- Manual purchase requests and quotation comparisons

- Lack of centralized vendor and item masters

- Time-consuming reconciliations and reporting

“Manual processes made it difficult to track approvals, expenses, and overall financial performance efficiently.”

Evaluation of the Problem:

The Techtron team evaluated BIS’s finance and procurement workflows by reviewing accounting processes, procurement cycles, reporting needs, and data migration feasibility. This assessment helped identify automation opportunities and integration gaps.

Proposed Solution(s):

Zoho Books was proposed for end-to-end accounting, GST compliance, banking, expenses, and fixed asset management.

Zoho Creator was implemented to manage the procurement lifecycle including purchase requests, quotations, approvals, and purchase orders with seamless integration to Zoho Books.

Zoho Analytics was used to provide management dashboards, MIS reports, and budget vs actual analysis.

Implementation:

The implementation was completed in a phased manner.

- Master data migration including chart of accounts, customers, vendors, and items - Transaction data migration for sales, purchases, journals, payments, and receipts

- Integration between Zoho Creator and Zoho Books

- User role configuration and training

The migration and implementation were completed with minimal disruption to daily operations.

Results:

After moving to Zoho, BIS experienced measurable improvements:

- Faster procurement cycle through automation

- Improved financial accuracy and GST compliance

- Centralized data with real-time visibility

- Better management decision

-making using dashboards

“The Zoho solution has given us complete visibility and control over our finance and procurement operations.”

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