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Community > App Reviews >

Zoho Analytics

Started by Xero API -   in App Reviews |Reporting

4.7 out of 5 stars
Based on 11 user ratings
If you are a user of Xero and Zoho Analytics, tell us how you are getting on and your experience so far. Any tips?

About Zoho Analytics

Slice and dice your Xero data the way you like. Create insightful reports and dashboards to track your key financial metrics. For more information, check out Zoho Analytics.


Remember if you have questions or need assistance with Zoho Analytics, this is not the best place to ask - this forum is for reviews and feedback only.

For general support, check out the Zoho Analytics support centre or this page for information on connecting Zoho Analytics to Xero.

Setting up the data link is very easy and with the capability of Zoho Analytics, we're able to make any reports we need to quickly analyze our financial performance. Great integration between the two platforms!

Joe Shelerud  

I reconnected yesterday and was amazed at the depth of information that is available - instantly!
I look forward to using this intel to monitor business health and other data that is important to a business leader, sales leader, and the team in general.

Ken Grace  

Zoho Analytics enables us to provide detailed, visual and clear business intelligence to our clients who run Xero and struggle to interpret the standard Profit & Loss Accounts and Balance Sheet Reports. We are able to provide clear meaningful reports on bespoke, branded dashboards designed to the clients specification with far more drill down detail. This has made Zoho Analytics the go to information tool for a large part of our client base

Simon Murrells  

We need to quickly generate analytics to help us better manage our online store that relies on Xero, TradeGecko, and shopify. The built in analytics set up between Xero and Zoho analytics allowed me to quickly generate 2 dash boards that are used by our senior management team every day. After setting up the integration Zoho automatically generated a wide variety of reports, visuals, and dashboards. I was easily able to choose the ones most relevant to our business, tweak them slightly to better fit our needs, release them to our user base. From start to finish was at most 2 days. The data sync between the 2 runs 3 times per day and has performed perfectly

Jay Denney  

Really love this app - it makes data processing a dream for our organization! Everything is automated and runs without a hitch. The Xero integration is quite complex to set up, but once it's done, the days of manually clicking your way through menus to find the right report are done! All the info is displayed on one dashboard quick and easy to find.

The price too is far better than many of the competitors out there, definitely a worthwhile return on investment - measuring is managing.

If I have any complaint with this app, the only thing I would say is that the more complex features of the app are well... more complex - it feels like we could get more out of the app than we currently are if we just knew a bit more of the advanced features.

Overall, well worth the money though, can't go wrong here!

Andrew Brown  

We use Zoho reports and we absolutely love it. We have just migrated our Accounting system over to Xero and the very fist thing we did was link it to Zoho reports. This allows us to keep the finger on the pulse of our revenue and spot potential problems. Its also gives as a visual birds eye view of our business.


Richard Pearce  

Hi @Iris Sanchez,

Hope you are having a good day!

Yes, you can create a General Ledger report using the associated sum of debits & sum of credits. It can be created over Journals table in the Xero integration. :)

Supraja Krishnan  

I love the integration, could you integrate a report in Zoho to generate the General Ledger?

Iris Sanz  

We love Zoho Reports - it has completely changed how we work and we are using more and more of Zoho's other apps which integrate so well with the package.

Clive Goldthorpe  

Zoho reports is an incredibly effective reporting tool. You just need to be well clued on databases to get the most out of it... which i am not!! We have it connected to our Zoho CRM and I managed to create the reports and graphs in it that i needed. However, it really came to life when our accountant started playing in it for us. He has recently connected it to Xero, seemed like a pretty straight forward process.

Greg Simmons  

The integration is between Xero and Zoho Reports is PERFECT. While doing the beta testing I found some discrepancies, which the Zoho team fixed immediately. Now it's absolutely stable. This integration allows Zoho Reports users to do ANYTHING with Xero's information, and generate all the reports you can dream of.

Yanina Libenson  

The process to link the two systems is very simple.

However, after making the link, there may be more information or not enough information depending on your needs. The system does a fair job at trying to determine what reports we want to run, but it seems like a little more organization on the tables could be beneficial.

Jerry Johnson