AR PRO by Cadashboard for Zoho Books

Say goodbye to overdue payments.

Built for: Books Developed by: Orgpro Softwares Private Limited
  ( 1 )

The integration between Zoho Books and Cadashboard allows users to combine the power of these two platforms to gain valuable insights into their financial data. The integration enables seamless data transfer and synchronization between the two systems. Users can connect their Zoho Books account to Cadashboard and import financial data to drill down into the details. By clicking on specific elements within the dashboard, users can access underlying transaction details and perform deeper analyses. This feature helps users identify trends, anomalies, and areas for improvement in their financial data.

Overall, the integration between Zoho Books and Cadashboard empowers businesses to streamline their financial reporting and analysis processes. By combining the robust accounting capabilities of Zoho Books with the data visualization features of Cadashboard, users can gain actionable insights into their financial data and drive better business decisions.

Key Features:

  • Zoho and Tally integration: With the integration between Zoho Books and Cadashboard, users can seamlessly connect their Zoho Books or Tally account to Cadashboard. This integration allows for the transfer of financial data from Zoho Books or Tally into Cadashboard, enabling users to access and visualize their accounting data in a single platform.
  • Automatic overdue reminders: One of the key features of Cadashboard is its ability to send automated overdue reminders to customers who have unpaid invoices. When integrated with Zoho Books, Cadashboard users can track the status of reminders and view the overall effectiveness of their collection efforts through visualizations and reports within Cadashboard.
  • WhatsApp followups: Cadashboard can integrate with WhatsApp, allowing users to send invoice reminders and followups to customers directly through the messaging app. In the context of the Zoho Books and Cadashboard integration, users can view the engagement and response rates of their WhatsApp followups within Cadashboard, providing insights into the effectiveness of this communication channel.
  • Overdue analysis report: Cadashboard offers an overdue analysis report that helps users identify outstanding payments and delinquent customers. When Zoho Books is integrated with Cadashboard, this report can be visualized and analyzed in a more interactive way. Users can take proactive measures to address outstanding invoices.

Tags

Deployment type API-built integrations
Published date Jun 11, 2023
Version 1.0
Category Finance
Pricing Paid
Vendor Website

Compatible Editions

  • Standard
  • Professional
  • Premium
  • Enterprise
  • Elite
  • Ultimate

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