Financial Reporting
Made Effortless

Finlens connects to Zoho Books via encrypted OAuth API — we never see or store your Zoho password. Financial data is cached temporarily (6 hours) for performance and encrypted at rest. We don't store raw transaction data permanently. Your Zoho credentials are AES-256 encrypted and never shared with third parties. Payments are handled securely by Razorpay (PCI DSS compliant).

Zoho Books has reporting tags but no built-in way to view Trial Balance or P&L broken down by tags. Finance teams end up manually exporting data, building Excel pivots, matching transactions across tags, and re-doing this every month. Finlens automates all of this — tag-wise TB, P&L, MIS bucketing, transaction drill-downs, invoice-payment clearing — turning hours of manual work into one-click reports.

Manual process: export Zoho data → open Excel → build pivot tables → cross-reference tags → format → repeat for each business unit = 2-4 hours. With Finlens: click Fetch → see tag-wise TB, P&L, drill-down, and pivot instantly. Smart caching means after the first fetch, everything loads in under a second. That's hours reduced to seconds.

None. If you can use Zoho Books, you can use Finlens. Setup takes 5 minutes: enter your Zoho API credentials (we guide you step-by-step), authorize access, and your reports are ready. MIS tagging uses simple Excel upload — download template, fill in your buckets, upload. No coding, no formulas, no macros.

Absolutely. Every account starts with a 15-day free trial with full access to all features — Trial Balance, P&L, MIS Tagging, Clearing, Excel Export, everything. No credit card required. At the end of the trial, choose Monthly (₹3,000/mo + GST) or Yearly (₹36,000/yr + GST) to continue.

Finlens works with all Zoho Books plans that support API access and reporting tags — Standard, Professional, Premium, and Elite. You need API credentials (Client ID and Secret) from the Zoho Developer Console. We provide step-by-step instructions during setup.

Yes! Finlens is built for multi-company setups. Add multiple Zoho Books organizations, each with its own credentials and reporting tags. Switch between companies from the dropdown. Reports are completely separate — no data mixing between organizations.

Transaction Clearing helps you match invoices with payments across customers and vendors. It auto-matches using FIFO logic, supports multi-contact clearing in one go, and keeps a full history. Credit Transfer lets you move unused credits between vendors and customers (V→C and C→V) with reference tracking.

Go to api-console.zoho.in → click "Add Client" → choose "Server-based Application" → set a redirect URL → you'll get a Client ID and Client Secret. Copy both into Finlens when adding a company. The whole process takes 3-5 minutes. We show you exactly where to click during onboarding.

After 15 days, you'll be redirected to the subscription page when you log in. Your data, companies, and configurations are preserved — nothing is deleted. Simply choose a plan and pay to resume. If you don't subscribe, your account stays inactive but your settings are kept for 90 days.

No. Finlens is an independent product built by Kredo Analytics. We use Zoho's official public API to connect to your Zoho Books account. We are not affiliated with, endorsed by, or sponsored by Zoho Corporation. "Zoho" and "Zoho Books" are trademarks of Zoho Corporation.

The standard plan includes 2 users (main account + 1 team member). Additional users are available at ₹50/user/month on the Custom plan. Contact us at info@kredo.in for enterprise pricing with unlimited users.

Finlens fetches data directly from Zoho Books via API — the same source your Zoho reports use. Report accuracy is 100% tied to your Zoho Books data. We don't modify or estimate any numbers. What's in Zoho is what you see in Finlens, just organized by tags and presented in ways Zoho doesn't offer natively.

Yes. Every report — Trial Balance (summary and detailed), P&L, and MIS bucket views — can be exported to professionally formatted Excel files with one click. Headers, formatting, section totals, and grand totals are all included. Ready to share with your team or management.

MIS Tagging lets you create custom groupings (buckets) for your chart of accounts — like grouping "Salary", "Bonus", and "PF" under a "People Cost" bucket. Download the Excel template → map accounts to your buckets → upload. Finlens then shows your financial data organized by these custom categories with drill-down into individual accounts.