Zoho integration

Q: Do I need to switch from Zoho Books / Zoho Analytics to use ScaleXP?

No. ScaleXP is designed to sit alongside Zoho Books (and optionally Zoho Analytics), not replace them. You keep using Zoho for day-to-day accounting and operations — ScaleXP adds advanced consolidation, reporting, FX translation, inter-company eliminations, and group-level insights.

Zoho Books Financial Consolidation

Consolidate multiple Zoho Books organisations — and even mix Zoho Books with Xero or QuickBooks — in one real-time group view.
Zoho Books is excellent for managing each company day-to-day, but it doesn’t provide built-in multi-entity financial consolidation.
ScaleXP fills this gap with automated, audit-ready group reporting across any combination of Zoho Books, Xero and QuickBooks.

ScaleXP is an approved app for leading accounting & CRM systems

Why finance teams choose ScaleXP with Zoho Books

With ScaleXP, every entity flows into one consistent set of group numbers, no matter which system it runs on.
Data imports happen automatically
Consolidation rules are reused each month
FX treatment follows IFRS and GAAP
Instead of managing spreadsheets, teams get a controlled, automated process with full drilldown to the underlying transactions.

Consolidate faster, across Zoho Books, Xero and QuickBooks

Multi-currency & cross-platform reporting

Combine Xero & CRM data for greater insights

Step 1 – Connect all your entities

Link your Zoho Books, Xero or QuickBooks organisations and set your reporting currency, financial year and ownership.

Step 2 – Map your group structure once

Define your chart-of-accounts mapping, eliminations, adjustments and budget imports. These settings are reused every period.

Step 3 – Consolidate & report in real time

Instantly generate consolidated P&L, balance sheet and cashflow, with full drilldown and export-ready board templates.

Who uses ScaleXP's Zoho Books integration?

Hear what teams using ScaleXP have to say

ScaleXP has rapidly become a core integration within our team. We started using ScaleXP for revenue recognition and tracking our deferred revenue but are loving all of the new features. We are currently building out dashboards with the help of the AI functionality and are already seeing the benefits this will have for our wider team.

We are using ScaleXP to untangle a number of complexities in our business model. ScaleXP is giving us the agility we need to make business decisions in a more informed way and at a faster pace than we've even been able to before. The client support team has been exceptional in digging into our needs and ensuring the platform is delivering!

Excellent system, the team are extremely knowledgeable and help set everything up. Super easy to use.

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Zoho Books Integration FAQs

Can Zoho Books do multi-entity consolidation on its own?

No — ScaleXP provides full consolidation across entities.

Can I combine Zoho Books with Xero or QuickBooks?

Yes — any combination is supported.

Do all entities need the same chart of accounts?

No — ScaleXP maps different structures into one consolidated view.

Is this full consolidation or just reporting?

Full consolidation including FX, eliminations, adjustments and audit trail.

Do I need to switch from Zoho Books / Zoho Analytics to use ScaleXP?

No. ScaleXP is designed to sit alongside Zoho Books (and optionally Zoho Analytics), not replace them. You keep using Zoho for day-to-day accounting and operations — ScaleXP adds advanced consolidation, reporting, FX translation, inter-company eliminations, and group-level insights.

What consolidation features does ScaleXP support when used with Zoho?

When used with Zoho Books (and optionally Zoho Analytics), ScaleXP provides full consolidation capabilities including:

Multi-entity consolidation (across Zoho Books + other systems).
Automated FX translation (for multi-currency entities), compliant with IFRS / GAAP.
Inter-company eliminations and ownership handling (e.g. minority interests, partial ownerships).
Consolidated P&L, Balance Sheet and Cash Flow statements, with full drill-down to underlying transactions.
Boards and Investor-ready reporting packs, automated and exportable, including consolidated KPIs, commentary, narrative fields, and variance analyses.

If I’m already using Zoho Analytics dashboards — what extra value does ScaleXP bring?

While Zoho Analytics (and Zoho Books) are powerful for day-to-day accounting and basic reporting, they don’t natively support true financial consolidation, inter-company eliminations, multi-currency translation, ownership adjustments, or group-level audit-ready reporting. ScaleXP fills exactly that gap — extending Zoho so that group-level consolidation, investor reports, and cross-system consolidation become possible.