Other integrations Accounting software
Cashplannr × Zoho Books
Cashflow forecast on your Zoho Books accounting.
Cashflow forecast on your Zoho Books accounting.
Cashplannr connects to Zoho Books via the official API. We pull in general ledger, AP/AR and bank transactions to build a live cash position and 13-week forecast. Particularly suited to SMEs with an international footprint, multiple currencies or foreign subsidiaries running on Zoho.
Journal entries and account history from Zoho Books. Foundation for pattern recognition.
Open AR/AP invoices with due dates, folded into your cash-in / cash-out calendar.
Bank transactions from Zoho, or a Ponto link on top for daily balances.
Multiple Zoho organizations under one account? We consolidate them into one dashboard.
Group structures with subsidiaries in multiple countries on Zoho? One cashflow view across all of it.
Cashplannr accounts for foreign currencies and historical FX patterns from your Zoho data.
Cassy detects liquidity dips per entity and at group level.
Start the connection from your Cashplannr workspace. We hand you off to the Zoho OAuth flow.
Select which Zoho organizations to connect. Read access is enough.
History sync, then continuous refresh with no maintenance.
Cashplannr only reads. No write actions on your Zoho organizations.
Official Zoho OAuth flow, revocable from your Zoho account.
We process and store your data in the EU, regardless of which Zoho region you use.
Start a free 14-day trial or book a demo. No credit card required.
