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$
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I will automate zoho books and integrate google sheets using API
Sumit D
Over deze dienst
Are delayed payments and overdue invoices making it difficult to know where your cash is stuck?
I help businesses turn Zoho Books data into clear, automated dashboards that show what is overdue, who owes you money, which invoices need attention, and how collections are performing.
I can design:
AR Dashboard outstanding, aging, overdue invoices & collections
Dunning Dashboard overdue invoices & follow-up tracking
AP Dashboard vendor bills, pending payments & payment status
Customer Payment Dashboard payments received & outstanding balances
Custom finance dashboards with KPIs, trends & reporting
Zoho Books Google Sheets API integration
Automated reporting and payment tracking workflows
Zoho Books BigQuery Looker Studio solutions for larger or multi-entity data
Instead of manually checking invoices and maintaining complicated spreadsheets, get a centralized view of your receivables and payments.
I understand finance operations, AR, AP, invoicing and reporting, so I design dashboards around your actual business processnot generic templates.
Dashboard capabilities depend on the data and API access available in your Zoho Books account.
Message me before ordering with your requirements.
Maak kennis met Sumit D
Sumit D
Finance Automation and Zoho Books Specialist
- Afkomstig uitIndia
- Lid sindsmei 2025
- Gem. reactietijd1 uur
Talen
Hindi, Engels
I help businesses automate finance operations and connect their systems. My expertise includes Zoho Books, Google Sheets, Google Apps Script, API integrations, Python, MIS reporting, and KPI dashboards.
I have hands-on experience in AR, AP, invoicing, reporting, and finance process automation. I build practical solutions that reduce repetitive work, improve data accuracy, automate reporting, and save time.
I focus on understanding the process first, then building simple, reliable, and scalable automation.
Veelgestelde vragen
Q: Can you connect my Zoho Books account to Google Sheets?
Yes. I can use the Zoho Books API to extract available data and build a structured Google Sheets reporting system with automated data updates.
Q: What type of dashboards can you create?
I can create AR, AP, Dunning, Customer Payments, Invoice Aging, Collections and custom finance dashboards based on your reporting requirements.
Q: Can you build a real-time dashboard?
I can create AR, AP, Dunning, Customer Payments, Invoice Aging, Collections and custom finance dashboards based on your reporting requirements.
Q: Can you build a real-time dashboard?
For larger or multi-entity requirements, I can design a Zoho Books → BigQuery → Looker Studio architecture for automated or near real-time reporting, depending on API access and data availability.
Q: Can you automate payment reminders?
Yes. Where supported by your Zoho Books setup, I can configure payment reminder and dunning workflows using Zoho Books' available automation features.
Q: Do you need access to my Zoho Books account?
I may need appropriate Zoho Books/API access to connect and test the integration. Access requirements depend on the project scope and the data you want to report.
Q: Can you create a dashboard from my existing Google Sheets data?
Yes. If your data is already structured in Google Sheets, I can design a custom dashboard and reporting system without requiring a Zoho Books integration.
Q: Can you work with multiple Zoho Books organizations?
Yes. Multi-entity reporting can be designed where the required API access and data are available. BigQuery may be recommended for larger or more complex setups.
Q: Can you build a dashboard exactly according to my requirements?
Yes. I can customize the KPIs, calculations, filters, charts and layout around your business process and reporting requirements.
