Custom Zoho Books dashboards
Build customized dashboards and visualize your business metrics in real time. Keep track of your activities and celebrate success as it happens.
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About Zoho Books
Zoho Books is online accounting software that manages finances, automates business workflows, and helps businesses work collectively across departments.
Zoho Books pricing
Additional help
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Keep track of your books in real time with Plecto
Plecto's integration with Zoho Books enables you to create a complete real-time overview of your accounting metrics. Display your KPIs on a variety of widgets - both on dashboards and reports - and use our gamification features to celebrate success or have some fun around the office!
Integrate Zoho Books with Plecto and create dashboards focused on your orders, payments, estimates, invoices, and much more. Visualize your KPIs on computers and TV screens around the office or access them from your mobile device with our free iOS and Android apps.
What types of data can you import from Zoho Books?
Bank Transactions
Update frequency
Every 2m
Supports custom fields?
No
Supports automatic registration deletion?
No
Supports relations? (BETA)
No
Bills
Update frequency
Every 2m
Supports custom fields?
No
Supports automatic registration deletion?
No
Supports relations? (BETA)
No
Customer Payments
Update frequency
Every 2m
Supports custom fields?
No
Supports automatic registration deletion?
No
Supports relations? (BETA)
No
Estimates
Update frequency
Every 2m
Supports custom fields?
No
Supports automatic registration deletion?
No
Supports relations? (BETA)
No
Invoices
Update frequency
Every 2m
Supports custom fields?
No
Supports automatic registration deletion?
No
Supports relations? (BETA)
Yes
Purchase Orders
Update frequency
Every 2m
Supports custom fields?
Yes
Supports automatic registration deletion?
No
Supports relations? (BETA)
No
Sales Orders
Update frequency
Every 2m
Supports custom fields?
Yes
Supports automatic registration deletion?
No
Supports relations? (BETA)
No
Vendor Credits
Update frequency
Every 2m
Supports custom fields?
No
Supports automatic registration deletion?
No
Supports relations? (BETA)
No
Vendor Payments
Update frequency
Every 2m
Supports custom fields?
No
Supports automatic registration deletion?
No
Supports relations? (BETA)
No
How it works
1. Connect your data sources
One-click real-time integration with our dashboards to the most popular CRM, support and other business systems.
2. Build dashboards
Use our prebuilt KPI dashboards or customize your own by using formulas to calculate more advanced metrics.
3. Boost team performance
Share real-time insights with your team and boost performance by 20% with visualizing data on dashboards.
Boost performance with real-time insights
Plecto is a data visualization software that helps you motivate your employees to reach new limits and stay on top of your business.
