Get a Free Audit of Your ERPNext
Reviewed by a CA who trained in audit at Lodha & Co. (2011–2016) and then spent a decade in industry heading finance and controlling — we examine your ERPNext the way a controller runs a month-end close, not the way a vendor sells licenses. On Tally, Zoho, or SAP and planning a move? The same audit doubles as your ERPNext migration-readiness assessment.
What We Review — 8 Areas
Chart of Accounts & Entity Structure
Does your CoA support the reporting your business actually needs — or fight it?
Customization Debt
Scripts, patches, and hacks that block upgrades and silently corrupt behaviour.
GST / TDS / E-invoice Compliance Gaps
Where your ERPNext setup exposes you on returns, ITC, e-invoicing, and TDS.
Roles, Permissions & Maker-Checker Controls
Who can post what — and whether your controls would survive an audit.
Document Series & Period-Close Discipline
Series hygiene, backdated-entry exposure, and period-lock controls.
Reporting & MIS Coverage
Does your ERPNext produce the MIS management actually uses — or does Excel still run your month-end?
Performance & Data Health
Slow reports, list-view timeouts, and the data-quality issues behind them.
Upgrade & Version Readiness
How far you are from the current version, and what's blocking the path.
What You Get
A scored findings report across all 8 areas plus a prioritized fix roadmap — yours to keep whether or not you ever hire us.
How It Works
1. Book 30 minutes
Pick a slot. Free, no card, no obligation.
2. Read-only walkthrough
We review your system together — read-only access, your screen or ours.
3. Scored report delivered
Findings scored by severity with a prioritized fix roadmap — yours to keep either way.
30 minutes · Free · No card required