Zoho Books
Azure SQL Server
Power BI
Simplify your analytics process with the Vidi Power BI Zoho Books connector – the easiest way to integrate Zoho Books data and eliminate common integration challenges.
Effortlessly connect Zoho Books with Power BI — no coding required.
Merge data from multiple Zoho Books accounts into a single dataset.
Link Zoho Books to business intelligence tools such as Power BI, Tableau, Excel, Looker Studio, and more for seamless data analysis.
Zoho Books is a leading cloud-based accounting software. By integrating with Power BI data visualisation capabilities, your business can achieve remarkable improvements. Below are the main benefits you can unlock:
Improved Analytics
Create fully customised dashboards in Power BI using your Zoho Books data to track key performance indicators (KPIs), monitor essential financial and operational metrics, and uncover trends. With advanced visualisations, you can transform raw accounting data into clear reports for better business performance.
Real-time financial reporting
Gain access to up-to-date Zoho Books data without manual exports. The Zoho Books Power BI connector ensures your reports always reflect the latest financial data. You will get instant visibility into revenue trends, cash flow, and expenses.
Customisation
Power BI advanced reporting features Allow you build completely customised reports that fit your unique business requirements. This level of customisation allows organisations to go beyond standard reports by uncovering hidden insights.
Automation
Manual financial reporting can be error-prone. Our Zoho Books Power BI connector eliminates these challenges by automatically syncing Zoho Books data with Power BI at your chosen intervals. This automation streamlines workflows and saves valuable time and resources.
Flexible data storage
Our connector allows you to store data in your chosen database, giving you full control over how and where your data is managed.
Our integration connects Zoho Books data with Power BI analytics, transforming raw data into meaningful KPIs that enhance your workflows.
Learn more about our connector below:
We offer a no-code solution that extracts data from the Zoho Books API and stores it in an Azure SQL Server database. This configuration allows integration with Power BI through its native Azure SQL Server connector. The setup ensures high reliability, even when handling large datasets. It also provides clients with the flexibility to apply advanced data security measures within Azure.
Install
Locate the Zoho Books connector in our client portal and select ‘Install.’ This will create all the required tables in the selected database. Your information will be routed into these tables.
Connect new company
Log in to your Zoho Books account and select one or multiple companies that you want to connect.
Allow the data to synchronise.
The initial database refresh could require several hours as it collects all historical data. Following refreshes will only need a few minutes. You can keep track of the progress in the Refresh Status tab.
Download our free Power BI Zoho Books template.
Get our free Zoho Books Power BI template to visualise your data in Power BI in just 5 minutes! You can modify the PBIX file whenever you like.
Our Power BI Zoho Books connector retrieves data in an easy-to-understand format, saving you from spending hours on manual data integration. You will get tables that are ready for immediate use, including
Additional customisations are available upon request.
$49 per month
14 days free trial
Unlimited number of Zoho Books accounts
Unlimited Customer Support
Challenge
IT Services Company
An IT company needed to combine data from various Zoho Books accounts for its international locations but faced reporting issues.
Solution
The connector merged all accounts into one Power BI dataset, delivering real-time financial insights across various regions.
Challenge
E-commerce seller
An online retail company managed multiple sales channels and struggled to consolidate financial data from multiple Zoho Books accounts. Manual reconciliation caused reporting delays and inconsistencies.
Solution
Using Vidi Corp Zoho Books Power BI Connector, the company consolidated all accounting information into one dashboard. They also streamlined reports on revenue, expenses, and profit margins.
Challenge
Consulting Agency
A consulting firm wanted to analyse project profitability but struggled with time-consuming manual reports and inconsistent data from different departments.
Solution
The Zoho Books Power BI Connector allowed them to consolidate financial data and develop dashboards for tracking billing efficiency, consultant utilization, and revenue.
The team at Vidi has been great to work with! Super responsive to my numerous questions, and even going so far as to help me learn and make small changeson my own.
Chris Ginsbach
Great service and tools worked exactly as expected
Michael Khoury
Great group to work with, understood my needs and helped me design a solution that works
Michael Russell
