Revenue and spend by branch
Invoices, bills, and expenses come in with their branches, so one dashboard shows how each part of the business is doing month over month.
Go Fig + Zoho Books
Go Fig reads Zoho Books so your books, projects, and billed time sit beside the rest of the business, and creates new invoices that wait for your OK.
Key facts
What you can do with Zoho Books in Go Fig
Zoho Books holds what you invoiced, what you spent, and the time logged against each project. Go Fig brings it into one private home with your CRM and the rest of your systems, so revenue, expenses, and what each project earns can be reported side by side instead of pieced together from exports. Leadership reads it in dashboards and scheduled reports, and Celeste, Go Fig's AI analyst, answers the questions in between. When a deal is won, the Won-deal kickoff agent creates the customer and the invoice in Zoho Books. It only ever adds new records, and each one waits for your OK before it goes in.
Projects against the hours they took
Projects, tasks, and time entries sit next to what was invoiced for them, so you can see which work pays for the time it takes.
New customer and invoice when a deal is won
When a deal is won in your CRM, the Won-deal kickoff agent creates the customer and the invoice in Zoho Books. Both wait for your OK in your Feed.
What Go Fig reads from Zoho Books
How to connect Zoho Books
Sign in with Zoho
Connect Zoho Books in Go Fig and sign in with your Zoho account (OAuth). Use an account that can see the Zoho Books organization you want Go Fig to read.
Let the first sync finish
Go Fig brings in past records on the first connection, then keeps them current. Go Fig keeps a copy in its secured Google Cloud storage in the US, walled off from every other company's data.
Set how often it updates
It updates once a day by default, at a time your team sets. Larger plans can update it every hour or every 15 minutes.
Know what agents can create
Agents can create customers, vendors, invoices, bills, estimates, items, and journal entries. They create new records only and never edit existing ones. Each one waits for your OK.
Questions about Go Fig + Zoho Books
Which Zoho Books numbers can we report on?
Revenue, expenses, payments, recurring invoices, and project time, in dashboards and scheduled reports beside your other systems. Celeste, Go Fig's AI analyst, can also tell you things like whether a customer is paid up or which projects ran longest.
Can Go Fig create the invoice when a deal closes?
Yes. The Won-deal kickoff agent creates the invoice, and the customer record if it is new. It waits for your OK in your Feed, and nothing is written until you approve it.
Can Go Fig edit an invoice that already exists?
No. In Zoho Books, agents create new customers, vendors, invoices, bills, estimates, items, and journal entries only. Changes to existing records stay with your team.
How often does the Zoho Books data update?
Once a day by default, at a time your team sets. Larger plans can update it every hour or every 15 minutes.
Where is our Zoho Books data kept?
Go Fig keeps a copy in its secured Google Cloud storage in the US, walled off from every other company's data.
Ready to connect Zoho Books?
A solutions engineer connects it with you on the call. Then you see Go Fig work on your own data.