CRM & ERP Integration

Automate B2B Payments Across Your Zoho Suite

DataFi Payments connects to Zoho Books and Zoho CRM to automate collections, reconciliation and cash flow visibility — giving your finance and sales teams a single source of truth for every payment.

Zoho
70%Less time spent on manual payment follow-up
Faster collections for Zoho Books users
ZeroDisruption to your existing Zoho workflows
Zoho Integration

Payments That Sync Across Your Entire Zoho Suite

DataFi Payments connects to Zoho Books for accounting automation and Zoho CRM for sales-to-payment visibility — giving you a fully connected payment workflow without leaving the Zoho ecosystem.

  • Payments post directly to Zoho Books invoices
  • Payment status visible inside Zoho CRM records
  • Automatic journal entries and account matching
  • Works across Zoho Books, CRM and Inventory
Payment Received & Posted
Automatically matched and reconciled
Invoice Closed Automatically
Zero manual steps required
📊
Real-Time Dashboard Updated
Full visibility into cash flow
Collections Automation

Get Paid Faster Across Every Zoho Module

DataFi automates payment reminders, collects outstanding balances and posts receipts automatically inside Zoho — so your team spends less time chasing and more time growing.

  • Automated reminders triggered from Zoho Books
  • Accept ACH, card and eCheck payments
  • Payments matched to invoices automatically
  • Full audit trail inside Zoho Books and CRM
💳
Payment Collected
ACH, card or eCheck — your choice
Records Updated Instantly
No imports or manual entry
📋
Audit Trail Logged
Complete transaction history

Why Businesses Choose DataFi for Zoho

Built for the way B2B finance teams actually work.

Full Zoho Suite Coverage

DataFi connects to Zoho Books, CRM, Inventory and more — across your entire Zoho environment.

Sales & Finance Aligned

Both teams see live payment data inside Zoho — no more spreadsheets or manual status updates.

Fast Implementation

Our team handles Zoho setup, field mapping and testing — live within days.

Every Payment Method

ACH, credit card, eCheck — every payment type syncs automatically to your Zoho records.

Real-Time Reporting

Cash flow, open AR and payment performance data updated in real time inside Zoho Books.

Dedicated Support

A DataFi team that knows Zoho inside and out — here when you need them.

Ready to Automate Payments Across Your Zoho Suite?

Connect DataFi Payments to Zoho and eliminate the gap between invoice and cash collected.

Talk to an Expert