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Everything Zoho Books exposes, modeled and queryable.
Zoho Books is a cloud accounting platform covering accounts receivable, accounts payable, and the general ledger. This connector syncs core accounting records — invoices, bills, contacts, items, and journal entries — plus financial reports that power revenue, cash flow, and profitability analysis.
Tables & streams
Customer invoices with line items, totals, payment status, and aging. Core to AR analysis, revenue recognition, DSO, and outstanding-balance reporting.
Vendor bills (accounts payable) with line items, due dates, and payment status. Used for AP analysis, cash outflow forecasting, and spend tracking.
Customers and contact records the business invoices or transacts with. Anchors revenue-by-customer analysis and links AR activity to accounts.
Suppliers and vendors the business purchases from or pays. Supports spend-by-vendor analysis and AP concentration reporting.
Catalog of products and services with rates, descriptions, and tax settings. Used to break revenue and cost down by product/service line.
Confirmed customer orders prior to invoicing, with line items and fulfillment status. Used for sales pipeline-to-revenue and backlog analysis.
Quotes and estimates sent to customers before a sale closes. Used for quote-to-close conversion and proposed-revenue forecasting.
Purchase orders issued to vendors with line items and status. Used for committed-spend tracking and procurement analysis.
Recorded business expenses with category, amount, and account mapping. Used for expense categorization, cost analysis, and P&L detail.
Customer credit notes and vendor credits that offset receivables or payables. Used for net-revenue, refund, and adjustment analysis.
Manual general-ledger journal entries with debits, credits, and account postings. Provides the underlying ledger detail for reconciliation and custom financial reporting.
The general-ledger account structure plus posted account transactions. The backbone for grouping all financial activity into reportable account categories.
Pre-computed P&L (accrual and cash basis) and AR aging reports. Used for profitability, cash-flow, and collections analysis without rebuilding aggregations.
Configured currencies and exchange settings for the organization. Used to normalize multi-currency transactions for consolidated financial reporting.
Three steps. One afternoon.
Authenticate Zoho Books in a few clicks. OAuth, API key, or IAM role — we handle secrets and rotation.
We pull every stream into your warehouse. CDC where the API supports it; full + incremental otherwise. Hourly-or-faster, row-level secure.
SQL, dashboards, or ask Fi in plain English. Your Zoho Books data lives next to every other source — ready to join.
We'll set up a live sync and answer your first questions — on the call.
Build your own with the Definite SDK, or request it. Most go live in days.
Pair Zoho Books with the rest of your data.
Join Zoho Books with the rest of your data, then ask Fi questions across all of it.
