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Power BI and Zoho Analytics Reporting

FinAura implements Power BI or Zoho Analytics for your finance data: connections from Zoho Books, Tally and other systems, a data model with accounts mapped to the lines management reads, measures defined once, and dashboards that refresh themselves. We check totals against the books before you rely on them.

  • Implementation specialists, not resellers
  • Accountants who use the software daily
  • Bangalore and across India

What is covered

What Power BI and Zoho Analytics Reporting Covers

The tool set up, not just a dashboard drawn.

Connections

Accounting and other sources.

Data model

Accounts mapped to report lines.

Measures

Defined once, used everywhere.

Dashboards

Finance pages built.

Refresh

Scheduled, monitored.

Access

Roles and sharing.

How the month runs

How It Works

Connect, model, build, hand over.

  1. Step 1

    Connect

    • Sources
    • Gateways
    • Refresh
  2. Step 2

    Model

    • Mapping
    • Measures
    • Checks
  3. Step 3

    Build

    • Pages
    • Filters
    • Review
  4. Step 4

    Hand over

    • Training
    • Access
    • Support

Your part

What We Need From You

  1. 01Licences for Power BI or Zoho Analytics
  2. 02Access to data sources
  3. 03Reports you want
  4. 04Who needs access

Our part

What You Get

  • A working analytics set-up
  • A model that matches the books
  • Dashboards that refresh
  • A team that can extend it

A common question

What is the difference between this and a management dashboard?

A management dashboard is the page you read. This service sets up the tool behind it: connections, data model, measures and refresh, so more dashboards can be built on the same foundation.

For the finance content of the dashboards themselves, see our management reporting service.

See management dashboards
DashboardsSelf-refreshing
ModelMapped and checked
SourcesConnected

Who it is for

Who It Is For

01

Zoho users

Zoho Analytics fits naturally.

02

Companies with several systems

Power BI to combine them.

03

Growing finance teams

Self-service reporting.

04

Groups

Consolidated views.

The rules, in plain English

What the Law Says

Companies (Accounts) Rules, 2014

Rule 3

Accounting software used by companies must keep an audit trail of every change that cannot be switched off, and books kept electronically must have a daily back-up on servers in India.

Official source: mca.gov.in

CGST Rules, 2017

Rule 48(4)

Notified businesses register their invoices on the invoice registration portal, which issues an IRN and QR code; billing software can do this directly.

Official source: cbic-gst.gov.in

Digital Personal Data Protection Act, 2023

Personal data

Employee and customer personal data held in HR and finance systems is processed for a stated purpose with the safeguards the Act and its rules require.

Official source: meity.gov.in

This is general information, not advice for your situation; we confirm what applies to you before any work starts.

Questions we get asked

Power BI and Zoho Analytics Reporting: Questions, Answered

Can Power BI connect to Tally?

Yes, through exports, connectors or a database layer, depending on your Tally set-up and refresh needs.

Is Zoho Analytics included with Zoho Books?

Some Zoho plans include analytics features; a full Zoho Analytics subscription adds more. We advise on what you need.

Do you provide licences?

No. You buy licences directly; we implement as independent specialists.

Can our team build more reports later?

Yes. We train your team on the model so they can add pages without breaking it.

Talk to Us About Power BI and Zoho Analytics Reporting

Tell us which tool you prefer and your data sources. We reply within one business day with a plan and a fixed fee.