Zoho Books
Filament

Ask questions about your Zoho Books data

Connect Zoho Books to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

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Zoho Books tracks invoices, bills, and expenses, but understanding which customers are most profitable or how project costs affect margins requires connecting financial data to your CRM and project management tools. Filament links Zoho Books to your other business tools and answers questions about customer profitability, expense patterns, and cash flow in plain English.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Zoho Books KPIs with Filament Analytics

Connect your Zoho Books account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

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Key Zoho Books metrics you can track in Filament:

INVOICE
Track customer invoices and revenue with invoice_number, customer_name, total, balance, status, due_date, and line_items. See which customers drive the most revenue and identify payment patterns.
records:
invoice_numbercustomer_nametotalbalancestatusdue_dateline_items
BILL
Monitor vendor bills and payables with bill_number, vendor_name, total, balance, status, due_date, and payment_terms. Analyze spending patterns and manage cash flow timing.
records:
bill_numbervendor_nametotalbalancestatusdue_datepayment_terms
EXPENSE
Track business expenses with expense_date, category, amount, vendor_name, project_name, and reimbursement_status. See where money goes and which projects consume the most resources.
records:
expense_datecategoryamountvendor_nameproject_namereimbursement_status
ESTIMATE
Analyze sales quotes with estimate_number, customer_name, total, status, expiry_date, and conversion tracking. Understand which estimates convert to actual revenue and identify sales pipeline patterns.
records:
estimate_numbercustomer_nametotalstatusexpiry_datereference_number
CREDIT_NOTE
Monitor credit notes issued to customers with credit_note_number, customer_name, total, balance, status, and reason_code. Track refund patterns and customer satisfaction indicators.
records:
credit_note_numbercustomer_nametotalbalancestatusdate
JOURNAL_LIST
Review manual journal entries with journal_date, entry_number, reference_number, notes, and line_item_details. Understand accounting adjustments and their impact on financial reporting.
records:
journal_dateentry_numberreference_numbernotesjournal_type
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Combine Zoho Books with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, Zoho Books lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support

Your Zoho Books data gets even more powerful when combined with other tools:

Zoho Books
HubSpot

Zoho Books + HubSpot

Connect Zoho Books invoices with HubSpot deals to see which sales pipelines generate the most revenue, which customers pay on time, and how long it takes from closed deal to paid invoice. Build a kpi dashboard tracking sales performance against actual cash collected.

Zoho Books
Google Ads

Zoho Books + Google Ads

Connect Zoho Books customer invoices with Google Ads campaigns to see which ad spend drives customers who actually pay. Track cost per paying customer, average invoice value by campaign, and which keywords generate the highest lifetime value customers for better business intelligence.

Zoho Books
Asana

Zoho Books + Asana

Connect Zoho Books expenses with Asana projects to see which projects consume the most resources, track budget versus actual spending, and identify which types of work are most profitable. Analyze project profitability across your entire portfolio with business analytics that combine task data and financial data.

Benefits of Filament's Zoho Books Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your Zoho Books account

Connect your Zoho Books account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your Zoho Books data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build Zoho Books dashboards in minutes

Get tailored insights instantly and share them with your team.

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Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

Zoho Books integration FAQ

Everything you need to know about connecting Zoho Books with Filament and getting the most out of your data.