Financial reporting in accounting software

Gain real-time insights into your business health. Track receivables, payables, project performance, inventory levels, and tax obligations—all in one place. Zoho Books ensures you stay compliant with financial regulations.

Gain real-time insights from the Zoho Books dashboard

See your business performance at a glance. The Zoho Books dashboard provides a quick snapshot of your financial health, including cash flow, payables, receivables, tax liabilities, and more.

STRATEGIZE

Do more with your financial reports

Benchmark your performance

Uncover valuable insights by comparing your business trends across time periods, projects, and cost centers. See how you're doing relative to past performance.

Structure your report

Organize and summarize information in your reports by using the "Group by" option. This makes it much easier to analyze trends and gain valuable insights from your data.

Build your own report

Build reports from scratch based on your requirement using the report builder. Powerful filters and customization options help you uncover specific and deeper insights.

Simplify divisional reporting

Effortlessly generate reports for specific divisions with reporting tags. These tags let you categorize and filter data to see only the most relevant insights.

Show or hide columns

Choose what information to show or hide in your report for focused relevancy. You can also view data for a specific date or timeframe in your custom report.

Dashboard Customization

See the data that matters

Build your own dashboard

Pick just the widgets or charts you need and drop them into your own dashboard. Reorder and resize the widgets, optimize your screen space, and create an impactful visual story of your financials!

Click to drill-down on details

Any trend interests you? Just click the widget or elements in it (as supported) to view the underlying report, transaction, or the relevant module.

User level dashboard access

Keep control. Grant view or edit access to your custom dashboards for specific users. Foster collaboration while ensuring financial data security.