Connect your Zoho Invoice account to Okimia
Zoho Invoice users, take your cash management and forecasting further with Okimia.
Sync your customer invoices for real-time cash tracking.
Connect Zoho Invoice to Okimia
Okimia lets you take your company's cash tracking, management, and forecasting further. Connect your Zoho Invoice account to automatically sync your customer invoices into your cash flow forecast, with no manual re-entry.
Sync your invoices for real-time cash tracking
Once your accounts are connected, every invoice update in Zoho Invoice automatically updates your cash flow forecast in Okimia.
Manage your invoices in Zoho Invoice
In Zoho Invoice, continue managing all your customer invoices as usual.
They're automatically imported into Okimia
As soon as an invoice is updated in Zoho Invoice, its status is also updated in Okimia.
Your cash flow forecast is always up to date
Your invoices automatically feed into your cash flow forecast in Okimia.
Okimia centralizes and automates your cash management...
Real-time tracking. Tailored forecasting. Instant reporting. Multi-entity consolidation. All on one platform designed for finance teams who want clarity.
...simplifies your supplier payments...
Centralize your supplier payments and issue virtual or physical cards with usage rules that you define.
...and puts your cash to work!
From Okimia, access a risk-free rate in one click and earn interest paid daily. Withdraw your funds in under 24 hours, with no fees.
We're here to help
Have more questions?
Don't hesitate to contact our teams.
I already have a Zoho Invoice account — how do I create an Okimia account?
The integration is available to all Zoho Invoice customers. If you're already a Zoho Books customer but not yet an Okimia customer, simply create an Okimia account. Once the account is created, make sure to retrieve your Zoho Invoice API key (in the "Integrations" section) and copy-paste it into Okimia to link the two tools.
What changes in my day-to-day use of Zoho Invoice?
Nothing changes for your teams. Everyone continues working in Zoho Invoice as before. Okimia is a management layer that is added, used daily only by those who manage cash: CFO, Finance Manager, CEO, management controller.
Is the integration available on all Okimia plans?
The integration is available to all Okimia customers, regardless of their plan.
How long does it take to get up and running?
The connection takes a few minutes. The initial retrieval of transaction history then takes anywhere from a few minutes to a few hours depending on volume. You can start exploring your cash tracking and building your forecast as soon as the initial sync is complete.
Activate this integration now
Start syncing your data in just a few clicks and save time.