> ## Documentation Index
> Fetch the complete documentation index at: https://docs.vortexiq.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Zoho Books audit profile, Vortex IQ

> What the Vortex IQ Zoho Books health audit checks: Zoho Books: Order-to-Cash Sync, AR/AP Aging, Bank Recon & Tax-Base Health

**[Nerve Centre KPIs](/nerve-centre/kpi-cards/zoho-books) · [Audit Profile](/nerve-centre/kpi-cards/zoho-books/audit) · [Sentiment Settings](/nerve-centre/kpi-cards/zoho-books/sentiment)**

The questions an SMB-to-mid-market finance lead asks at 9am on Monday: did yesterday's storefront orders all land in Zoho Books as invoices, is AR aging concentrating on customers still placing new ecom orders, are bank feeds reconciled and the current GST/VAT return base trustworthy, and is AP under control. Cross-references the ecommerce platforms (BigCommerce / Adobe Commerce / Shopify) - an order with no matching Zoho Books invoice, overdue AR on a still-shipping customer, or stock-tracked-item drift are the killer reconciliation findings no single tool can see.

## What this audit checks

### Authentication & access

* OAuth refresh token mints an access token against the correct data-centre accounts server (.com / .eu / .in / .com.au / .jp / .ca / .sa) and is not revoked/expired
* API domain matches the org's data centre and GET /books/v3/organizations returns the organization\_id without a 401 (bad token) or domain mismatch
* Granted scope covers ZohoBooks read access to Invoices / Contacts / Items / Bills / Bank Transactions
* Org not over its plan's daily API call budget (reads not throttled to 429)

### Order-to-cash & AR health

* Invoices past due\_date with outstanding balance above the overdue-AR threshold (collections risk)
* AR aged 60+ days above 15% of total outstanding receivable
* Days Sales Outstanding (DSO) above 60 days
* Sent invoices with no payment recorded after the payment-terms window (slipping collections)

### AP & cash health

* Bills past due\_date with outstanding balance (late-payment / supplier-relationship risk)
* AP aged 60+ days above 30% of total payables
* Recurring bills failing to generate (broken AP automation)

### Bank reconciliation & tax-base integrity

* Uncategorised bank transactions backlog above threshold (books drift, tax base unreliable)
* Days since last bank reconciliation above the cadence (>7d on operating accounts)
* Current GST/VAT/BAS return period nearing or past filing deadline with uncategorised cash still open
* Invoices/expenses missing a tax rate on taxable lines (tax-return base understated)

### Cross-channel: Zoho Books vs ecommerce reconciliation

* Storefront order has no matching Zoho Books invoice after the sync window (sibling = bigcommerce.order / shopify.order / adobe\_commerce.order, by reference\_number)
* Zoho Books available\_stock drifts >5% from storefront available qty on stock-tracked SKUs with active orders (sibling = bigcommerce.product / shopify.product / adobe\_commerce.product, by sku) - inventory-tracking items only
* Ecom customer with completed orders absent from Zoho Books contacts after 7d (sibling = bigcommerce.customer / shopify.customer, by email)
* Customer with AR aged 60+ days still placing new ecom orders (credit risk compounding, sibling = ecommerce customer by email)

## Data sources

* `GET https://accounts.zoho.com/oauth/v2/token` - OAuth2 access-token refresh on the data-centre accounts server
* `GET /books/v3/organizations` - Auth / data-centre / organization\_id validation probe
* `GET /books/v3/invoices` - Invoices - AR balance, overdue value, aging, DSO, order-to-cash matching
* `GET /books/v3/contacts` - Contacts - outstanding receivable, payment terms, tax reg, master drift
* `GET /books/v3/items` - Items - sku, stock\_on\_hand / available\_stock for inventory parity
* `GET /books/v3/bills` - Bills (AP) - overdue value, payables aging
* `GET /books/v3/banktransactions` - Bank transactions - uncategorised / unreconciled backlog, recon freshness