ZBZoho Books + Klayara
Finance dashboards beyond the Zoho Books home screen. Zoho Books shows one organisation's books. Klayara brings invoices, bills, payments, contacts and items in on a schedule and puts them next to your CRM, e-commerce and spreadsheets — for cash, receivables, margin and multi-entity dashboards with finance-only views for sensitive lines. Zoho Books remains your accounting system; Klayara reports on top of it.
Scheduled importCloud or self-hostedPermissions applied everywhere
Your Zoho Books data, readable by everyone who should see it.
- Cash, receivables and payables trending daily across entities
- Revenue and margin by customer, item and branch
- VAT or GST liability by period and entity, from the books you already keep
- Board pack generated on schedule, permissions applied
- Connect — connect your Zoho Books account and choose what to bring in.
- Choose tables — pick what to make available, and how often to refresh.
- Build — drag and drop charts, set who sees what, schedule the reports.
Our BI developers can connect Zoho Books and build your first dashboards as part of onboarding. About the service.
Connect these alongside Zoho Books.
How does Klayara connect to Zoho Books?
You connect your Zoho Books account once; Klayara then brings your Zoho Books data in on a schedule you choose, ready to chart alongside your other sources.
Can we combine Zoho Books data with our database?
Yes — that is the point. Relate Zoho Books records to your own tables once (by customer, order or date) and build charts that draw on both.
How fresh is Zoho Books data in Klayara?
As fresh as your schedule — hourly, nightly or on demand. Every dashboard shows when its data was last updated.
See your Zoho Books data in Klayara.
Bring the report you rely on most. We'll rebuild it live on the call, from your own data, and show you what comes next.
Prefer to see plans first? See pricing