Advisory services

ERP Implementation and Digital Finance Advisory

Digital finance advisory helps a business choose, implement and get value from accounting and ERP software so that transactions are recorded once, controls are built in and reports are available in real time. WDS implements QuickBooks and SAP Business One and designs dashboards from the accountant's point of view.

Engagement partner

Umar Farooq, ACA, Insurance and IFRS 17 partner at WDS Chartered Accountants

Umar Farooq, ACA

Partner · Insurance and IFRS 17

How do you choose the right accounting system?

The right system depends on transaction volume, inventory complexity, number of entities and currencies, and the reports management needs. A trading company with one warehouse has very different needs from a manufacturer with work in progress and multiple plants.

We document your requirements, shortlist suitable systems and compare total cost of ownership, so the decision is based on fit rather than a vendor's sales presentation.

Why should accountants lead an ERP implementation?

Many ERP projects fail because the chart of accounts, approval workflows and costing methods are set up by technical consultants without accounting input. We design these elements first, then configure the software, so month-end closes faster and audits are easier.

  • Chart of accounts and cost centre design
  • Opening balance migration and reconciliation
  • Approval workflows and user access
  • Inventory costing method set-up
  • Sales tax and withholding configuration

What can be automated in the finance function?

Bank reconciliations, recurring journals, vendor payments, expense claims and management reporting can all be automated to a large extent. We build dashboards that pull directly from the ledger so management sees cash, receivables and margins without waiting for month-end.

How does the ERP and digital finance engagement process work at WDS?

Every engagement follows a defined sequence agreed in the engagement letter, so you always know what happens next and who is responsible.

  1. 1

    Requirements

    Processes, reports and controls documented.

  2. 2

    Design

    Chart of accounts, workflows and costing set.

  3. 3

    Build and migrate

    Configuration, data migration and testing.

  4. 4

    Go-live support

    Training and first month-end alongside your team.

Where we provide ERP and digital finance

We deliver this service from our Lahore office to clients in the following cities. Each location page explains the local regulators, industries and how we work there.

ERP and Digital Finance: frequently asked questions

Do you sell software licences?

No. We are independent advisers, so our recommendations are not linked to licence sales. You buy licences directly from the vendor or its partner.

Can you fix a system that is already implemented?

Yes. We frequently review existing QuickBooks and SAP Business One set-ups, clean up the chart of accounts and correct configuration issues.

Your first consultation is free.

A partner will review your requirements and outline a clear path forward. No sales pitch, no obligation.