Use Zoho Books with AI
Connect nowReport on invoices and bills.
Finance & accounting
Using Zoho Books in an agency
Zoho Books is the accounts product, distinct from Zoho CRM and Zoho Mail. An aged-invoice list is the report. A chase email is a draft. Payment recording stays with the bookkeeper.
What your bots can do
You can connect it now. Bots don’t do work in it yet: these are the actions listed, and each one is switched on after it passes our tests.
- DraftDraft a reminder or summary
- ReadRead permitted records
Before you connect
- Account you’ll need
- A Zoho Books organisation
- Who connects it
- Connected once by an admin, for the organisation.
- Approval
- Anything that sends, publishes or changes a record waits for your approval unless you set a policy. Spending needs its own limit.
- Other charges
- Your own subscription, and any charges from the provider, are billed by them.
Questions
What account does Zoho Books need?
A Zoho Books organisation
Will a bot change Zoho Books without asking?
No. Anything that sends, publishes or changes a record waits for your approval, and you see the account and the text. Connecting an app is not the same as a bot already doing tested work in it. The status on this page is the one to trust.
Is KeyAccess an official Zoho Books partner?
No. You connect an account you or your agency already have, through Zoho Books’s own sign-in, where that connection is in the catalogue.