Integration

Connect with Zoho Books

Align financial data with customer value and growth signals.

Why connect Zoho Books with Arvat?

Zoho Books integrates with Arvat to align accounting and finance signals with customer success and revenue teams—so CSMs, RevOps, Finance, and Leadership spot payment issues and financial trends early.

Sync invoices, payments, credit notes, and customer billing details

Detect overdue invoices before churn probability spikes

Identify expansion potential when customers purchase add-ons or increase spend

Use Case

Finance and RevOps monitor DSO and overdue invoices in Arvat’s health scores

CSMs receive alerts when a customer’s payment is late to initiate a “payment recovery” Playbook

AEs identify cross-sell opportunities when an account upsells to a new product

Founders and Execs track revenue leaks by analyzing credit note patterns

Features

Turn every billing and payment event into proactive workflows—automatically.

Real-time webhook sync for Invoices, Payments, Credit Notes, and Expenses

Custom financial health scoring combining AR data with usage and support signals

Overdue invoice triggers: route accounts to finance or CSM for follow-up

Expansion alerts for new product line purchases or plan upgrades

Revenue dashboards: AR aging, MRR, ARR, and DSO by segment