Financial reporting in accounting software
Gain real-time insights into your business health. Track receivables, payables, project performance, inventory levels, and tax obligations—all in one place. Zoho Books ensures you stay compliant with financial regulations.
Gain real-time insights from the Zoho Books dashboard
See your business performance at a glance. The Zoho Books dashboard provides a quick snapshot of your financial health, including cash flow, payables, receivables, tax liabilities, and more.
It's all about reporting..
Access 70+ built-in reports
Ditch the wait for reports and gain deeper real-time insights anytime you need it. Run any report, including profit & loss, balance sheet, and cash flow, any time you need. Analyze data instantly to make informed decisions and stronger business plans.
Secure report sharing
Export reports as PDFs or spreadsheets and email them directly. Put a password on any important files to keep them extra safe. Alternatively, create online, collaborative spreadsheets from your reports.
Automate report delivery
Set up scheduled report emails to deliver up-to-date insights automatically to specific users and stakeholders at chosen intervals. Stay informed without lifting a finger.
Restrict access to reports
Grant secure access to Zoho Books reports by defining custom roles to share entire modules or specific reports. You may even invite investors, leadership, and other key stakeholders to view relevant reports directly rather than emailing them.
Do more with your financial reports
Benchmark your performance
Uncover valuable insights by comparing your business trends across time periods, projects, and cost centers. See how you're doing relative to past performance.
Structure your report
Organize and summarize information in your reports by using the "Group by" option. This makes it much easier to analyze trends and gain valuable insights from your data.
Build your own report
Build reports from scratch based on your requirement using the report builder. Powerful filters and customization options help you uncover specific and deeper insights.
Simplify divisional reporting
Effortlessly generate reports for specific divisions with reporting tags. These tags let you categorize and filter data to see only the most relevant insights.
Show or hide columns
Choose what information to show or hide in your report for focused relevancy. You can also view data for a specific date or timeframe in your custom report.
Do more with Advanced Analytics
Blend multiple data sources
Unify live data from various sources and files for instant real-time insights to power business decisions.
Craft stunning dashboards
Customize multiple views with 50+ built-in visualizations or create your own dashboard to showcase your data perfectly.
Add Analytics anywhere
Embed live analytics from bite-sized widgets to full-fledged dashboards, directly into your existing platforms.
Dashboard Customization
See the data that matters
Build your own dashboard
Pick just the widgets or charts you need and drop them into your own dashboard. Reorder and resize the widgets, optimize your screen space, and create an impactful visual story of your financials!
Click to drill-down on details
Any trend interests you? Just click the widget or elements in it (as supported) to view the underlying report, transaction, or the relevant module.
User level dashboard access
Keep control. Grant view or edit access to your custom dashboards for specific users. Foster collaboration while ensuring financial data security.
