What you can do with Zoho Books in Sylus
Sylus gives Zoho Books users answers beyond standard reports. Ask "What are total receivables by aging bucket?" or "Which vendors did we spend the most with this quarter?" and get an answer or dashboard, and combine it with Zoho CRM data in the same view.
How the Zoho Books integration works
Sylus connects to Zoho Books with OAuth 2.0 and read-only scopes. It imports invoices, bills, bank transactions, and contacts for the organization you choose and keeps them up to date. You pick your Zoho data center, such as US, EU, India, or Australia, when you connect.
Questions you can ask about your Zoho Books data
Finance
What are total receivables by aging bucket?
Which customers have invoices more than 60 days overdue?
What does our profit and loss look like by month this year?
Which expense categories grew the most this quarter?
Cash and payments
What is our cash balance across all bank accounts?
Which bills are due in the next 14 days?
How long do customers take to pay us on average?
What were our biggest payments to vendors last month?
Sales
Who are our top 10 customers by revenue this year?
Which items sold the most last quarter?
How did monthly revenue compare to last year?
Which customers haven’t been invoiced in the last 90 days?
Leadership
How much tax did we collect and pay last quarter?
What is our gross margin by month?
Which branches or projects are most profitable?
Give me a weekly summary of revenue, receivables and cash.
How to connect Zoho Books to Sylus
You need an admin or accountant role in Zoho Books.
In Sylus, add Zoho Books as a data source and select your Zoho data center.
Sign in to Zoho, choose the organization, and approve read-only access.
Select the modules to sync, for example Invoices, Bills, and Bank Transactions.
