A live cashflow dashboard for a finance team
Receivables, payables, and balances in one live view — no month-end spreadsheet stitching.
A finance & accounts team pieced cashflow together from scattered spreadsheets at month-end — slow, manual, and never quite current.
- A Zoho Creator dashboard pulling receivables, payables, and balances into one clean, live view.
- Deluge plus Books and CRM data so the numbers are real-time, not a stale export.
- Laid out for decision-making at a glance, not data entry.
Real numbers, in real time — the team decides on what is actually in the bank, not last week’s export.
- Zoho Creator
- Deluge
- Zoho Books
- Zoho CRM
Client details anonymized — the work is real.
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