Zoho Books + Fintroller

How It Works

Sign in to your Zoho account through Fintroller, and you're connected. Fintroller stays connected automatically — no need to log in again. It reads your data whenever it needs to reconcile, audit, or prepare filings.

What Fintroller Reads From Zoho

• Contacts — your customers and vendor records
• Invoices — sales invoices with line items and tax details
• Bills — purchase bills for reconciliation
• Chart of accounts — your full account structure
• Payments — payment records and outstanding amounts
• Zoho Invoice — invoice creation and management

Setup in 3 Steps

1. Sign in to Zoho — Click "Connect Zoho" in Fintroller and log in with your Zoho credentials
2. Select your organization — Choose which Zoho organization to connect
3. Choose what to sync — Pick which data Fintroller should read

What Gets Automated

• Reconciliation of your Zoho Books data against GSTR-2B returns
• Invoice-level mismatch detection and reporting
• Vendor payment preparation from your Zoho bill data
• Compliance filing preparation using your Zoho financial records

Zoho Books and Zoho Invoice

Fintroller works with both Zoho Books (full accounting) and Zoho Invoice (invoice management). You can connect one or both — Fintroller manages each connection independently.