Make data driven decisions with in-depth Financial Analytics

Go beyond spreadsheets, and visually analyze your financial health. Create insightful reports and dashboards, understand past and current performance to predict future performance. Share it with your colleagues and make informed business decisions.

Financial Analytics & Sales Dashboards - Zoho Analytics

In-depth financial analytics powered by Zoho Analytics

2 Million Users. 50 Million Visualizations. 1 Analytics Platform.

  • 360° view into your business

    Forget having to wait till the month end to know how your business has performed. Build powerful reports like Profit & Loss, Balance Sheet, and Cash Flow Statement for your business any time you want. Analyze them in real time, devise actionable plans, and stay on top of your business.

  • Cashflow Analysis

    Analyze your invoices and financial statements to extract insights on key metrics such receivable-to-sales ratio, top suppliers, pending balance, and payment status. Discover how much you owe vs how much you are owed under one roof.

  • Data blending

    Combine data from different sources and create cross functional reports. For example, combine your financial data along with CRM data to create an activities/lead report.

  • Contextual alerts for financial metrics

    Set conditions and get notified of any anomalies in your financial data through contextual alerts. Track financial KPIs and quickly arrive at informed business decisions.

  • Ask questions, get insights

    With our AI-powered assistant Zia, all you need to do is ask your questions. Zia uses NLP and machine learning to come up with suitable answers in the form of reports and KPI widgets on your financial data.

Cashflow Analysis

Transform your business with powerful insights

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    Collaborative analytics

    Develop & analyze reports together with your finance team. Share with each other privately. Embed your reports and dashboards for wider consumption.

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    Pre-built visualizations

    Kick start your analytics journey with 75+ pre-built visualizations or build your own with the drag-and-drop interface.

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    Embedded analytics

    Get a powerful BI, reporting, and analytics solution in your own brand name, embedded within your product/application or setup as a standalone portal.

Financial analytics dashboards

Zoho Analytics lets you slice and dice your finance data the way you want. The pre-built dashboards give you a quick birds-eye view of all your financial metrics like purchases, invoiced amount, profits, churn rate, budget vs spend, etc.

 

  • Purchase and Payables
  • Marketing ROI
  • Inventory Sales and Orders
 
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Other Related Connectors

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  • Zoho Books

     
  • QuickBooks

     
  • Xero

     
  • Stripe

     
  • Zoho Subscriptions

     
  • Zoho Inventory

     
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"We obtain Zoho Analytics as part of our Zoho One suite. I did not expect much from the solution, seeing it initially as an 'add-on'. However, after using it to pull data from eight different sources and present activity reports and dashboards - including those we can expose directly to our customers, I was sold. This beast packs almost everything an SME will want for analytics, and then more. In addition, the support services from Zoho are second to none."

Joseph Sweeney

Verified Reviewer, Capterra

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