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Gain insights from your revenue and billing data

Your billing, payments, and subscription data come together in one reporting layer. Zoho Billing gives every team real-time visibility, clear metrics, and the confidence to make informed decisions at scale.

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Get 360 degree visibility for actionable insights
UNIFIED DATA

Zoho Billing gives finance and RevOps teams a clear view of how revenue is earned, collected, and retained, helping them strengthen cash flow, improve performance, and guide growth.

Revenue & billing metrics

Track MRR, ARR, revenue movements, and product performance in one place. See how pricing, plans, and upgrades influence recurring revenue and long-term growth.

Payments, collections, and cash flow

Monitor payments, aging, DSO, CEI, and more. Identify bottlenecks early and keep cash flow predictable across all customer segments.

Subscription & customer lifecycle insights

Follow activations, renewals, churn, and customer cohorts with clarity. Segment by region, plan, product, or custom tags to learn retention patterns and lifecycle health.

REPORTING WORKFLOWS

Build reports the way your teams work

Custom reports builder with parent and child modules Drag and drop custom workbench for different roles Schedule periodic reports in secure shareable formats Drill-down from dashboards to detailed reports for clarity

Create custom reports using fields across subscriptions, invoices, payments, customers, and usage. Filter, group, and compare periods to answer questions unique to your organization.

Custom reports builder with parent and child modules

Combine KPIs, charts, and tables into role-based dashboards for finance, RevOps, or sales. Keep teams aligned with the metrics they rely on every day.

Drag and drop custom workbench for different roles

Schedule reports, export them in multiple formats, and share securely with colleagues. Make consistent, data-led reviews part of your operational rhythm.

Schedule periodic reports in secure shareable formats

Drill from dashboards and reports into invoices, payments, subscription timelines, or usage records. Every metric connects back to its source, giving teams complete transparency without switching systems.

Drill-down from dashboards to detailed reports for clarity
INTELLIGENT ANALYSIS

AI-assisted insights when you need them

  • Zia insights

    Zia analyzes your reports to highlight meaningful changes such as unusual revenue movements, churn spikes, payment irregularities, or shifts in subscription activity. Each insight is contextual, helping teams understand what changed and where to look next.

  • Forecasts & smart summaries

    Forecast key billing trends using historical patterns, including projected revenue, renewals, and customer movements. Zia also provides concise summaries within reports, making it easier for teams to review performance without sifting through large datasets.