Make data driven decisions with powerful Financial Analytics software tool

Financial analytics software helps you with effective visual analysis of your financial data. Visualize data using interactive dashboards and gain meaningful insights using our financial analytics tool.

Financial Analytics Software - Zoho Analytics

Financial analytics tool for an in depth financial analysis

Derive maximum value out of your financial data by using our reporting software

  • 360° view into your business

    Forget having to wait till the month end to know how your business has performed. Build powerful reports like Profit & Loss, Balance Sheet, and Cash Flow Statement for your business any time you want. Analyze them in real time, devise actionable plans, and stay on top of your business.

  • Cashflow Analysis

    Analyze your invoices and financial statements to extract insights on key metrics such receivable-to-sales ratio, top suppliers, pending balance, and payment status. Discover how much you owe vs how much you are owed under one roof.

  • Data blending

    Combine data from different sources and create cross functional reports. For example, combine your financial data along with CRM data to create an activities/lead report.

  • Contextual alerts for financial metrics

    Set conditions and get notified of any anomalies in your financial data through contextual alerts. Track financial KPIs and quickly arrive at informed business decisions.

  • Ask questions, get insights

    With our AI-powered assistant Zia, all you need to do is ask your questions. Zia uses NLP and machine learning to come up with suitable answers in the form of reports and KPI widgets on your financial data.

Cashflow analysis using Financial Analytics Tool - Zoho Analytics
Financial data analytics - Zoho Analytics
Data blending for better financial analytics - Zoho Analytics
Set up contextual alerts for financial metrics - Zoho Analytics
AI powered financial analytics software - Zoho Analytics

Key features of Financial Analytics Software.

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    Email, export, and print reports

    Export or print reports for offline access. Schedule your reports and dashboards to be emailed automatically to the given recipients.

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    Integrate with your preferred tools

    Access a full fledged BI tool by automatically syncing your data from various financial tools such as Zoho Books, QuickBooks, Xero, and more.

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    Forecast financial performance

    Make informed decisions from your finance data and in turn manage your cash-flow, workforce and resources. Predict revenue, and plan for future growth

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    Collaborative analytics

    Develop & analyze reports together with your finance team. Share with each other privately. Embed your reports and dashboards for wider consumption.

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    Pre-built visualizations

    Kick start your analytics journey with 75+ pre-built data visualizations or build your own with the drag-and-drop interface.

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    Embedded analytics

    Get a powerful BI, reporting, and analytics solution in your own brand name, embedded within your product/application or setup as a standalone portal.

Financial analytics dashboards

Zoho Analytics lets you slice and dice your finance data the way you want. The pre-built dashboards give you a quick birds-eye view of all your financial metrics like purchases, invoiced amount, profits, churn rate, budget vs spend, etc.

 

Purchase and Payables

Get an in-depth understanding of purchases, average purchase value, and billable expenses in a single view and make sure there are no overdue invoices.

Marketing ROI

Analyze your marketing return on investment, campaign spends and revenue generated, and acquisition costs. Also, filter ads' ROI based on region and campaigns.

Inventory Sales and Orders

Track the number of orders received, sales growth percentage, and the sales trend and invoiced amount for the month and identify whether they are improving or not.

  • Purchase and Payables
  • Marketing ROI
  • Inventory Sales and Orders
Auto Model Smart-Cleanse transform

Financial Analytics Data Connectors

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Hear it from our customers

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"We obtain Zoho Analytics as part of our Zoho One suite. I did not expect much from the solution, seeing it initially as an 'add-on'. However, after using it to pull data from eight different sources and present activity reports and dashboards - including those we can expose directly to our customers, I was sold. This beast packs almost everything an SME will want for analytics, and then more. In addition, the support services from Zoho are second to none."

Joseph Sweeney

Verified Reviewer, Capterra

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Overview of Financial Analytics

What is financial analytics?

  • Financial analytics is the process used to analyze a company's financial data and predict its future performance. It involves analyzing financial data such as revenue, sales growth, cash flow, and other key performance indicators to gain deeper insights into a company's financial position. Financial analytics is a critical tool for businesses seeking to make informed decisions that drive growth and profitability.

Why is financial analytics important?

  • Financial analytics enables data-driven decision-making and strategy planning by deeper visually analysis. By leveraging financial data analysis, businesses can track and identify patterns in their data, gain awareness on their financial health, and make informed decisions that optimize growth and profitability. Furthermore, financial analytics facilitates the prediction of future performance, enabling businesses to plan and tweak their strategies proactively to market changes.

What can you do with a financial analytics tool?

  • A financial analytics tool will help you transform your business' raw financial data into visually appealing charts and reports.
  • It can offer meaningful insights on financial health and predictive trends (using AI-powered forecasting capabilities).
  • An effective financial analytics tool also enables easy and secure collaborate with your team

What are the benefits of financial analytics software?

  • By using a self-service financial analytics software, businesses can achieve the following benefits:
    • Monitoring financial health and performance in real-time
    • Generating financial estimates easily to finest accuracy
    • Gain a peek into the end-to-end financial operations
    • Improved decision-making and collaboration with peers
    • Enhanced accessibility to insights across all levels in the business hierarchy

Why choose Zoho Analytics' financial analytics software?

  • Zoho Analytics is a powerful self-service financial analytics software that offers the entire spectrum of BI & Analytics capabilities.Data integration across a wide variety of data sources (including popular financial software applications, local and cloud databases, spreadsheets etc)Data preparation to improve the veracity of dataVisual analysis to derive meaning out of raw data using insightful visualizationsAugmented analytics that provides AI-powered analytical capabilities like AskZia (for conversational analytics), Zia Insights (auto-generated insights) and forecasting (to predict future trends)
  • Our business intelligence platform can be deployed in on-premise, cloud, or multi-cloud environments. know more about the complete set of features of Zoho Analytics.