Zoho Books

Headroom connects to Zoho Books through an OAuth grant approved by an organisation administrator. Invoices, bills, recurring expenses and expected payment dates are read every hour and merged with the bank balances of the same entity. Smaller companies in a group often keep their books in Zoho; connecting them brings their receivables into the consolidated forecast without asking them to change tools or send a spreadsheet each Monday. Each organisation keeps its own base currency.

This connection is in beta. Invoices and bills are read today; credit notes and partial payments are imported but not yet netted automatically, so they appear in the review list for a person to confirm. Nothing in the beta allows Headroom to write to Zoho Books: the grant is read-only, and it can be revoked from either side at any time. Feedback from beta users sets the order in which these gaps are closed.