Tell your agent what you need in a message or voice note. It can work in Zoho Books for you, finding information, taking action, and keeping track of tasks.
DR
Dana Reyes
Works for me. Let’s lock that in.
You
Hey @Zoho Books agent, follow up on our discussion and make the updates.
Zoho Books agent
Done. It’s all in Zoho Books.
Automate Workflows with Zoho Books
Build workflows around how you actually work, then let your agent handle updates, follow-ups, and recurring work in Zoho Books.
Your agent, your control
Choose what your agent can access and how it can act in Zoho Books. Require approval before actions, keep access read-only, or allow approved work to run automatically.
What Can Zenzap’s Zoho Books AI Agent Do?
Find financial records
Search Zoho Books for supported invoices, bills, expenses, customers, vendors, and accounts.
Create finance records
Create supported invoices, bills, expenses, payments, or accounting tasks in Zoho Books.
Update accounting data
Change supported amounts, categories, statuses, due dates, and record details in Zoho Books.
Flag finance work that needs attention
Check Zoho Books for overdue, unreconciled, rejected, or exceptional records.
Summarize financial activity
Bring supported balances, transactions, cash activity, and open items from Zoho Books into the chat.
Monitor recurring finance work
Run regular checks and coordinate close, payment, or reconciliation work in Zoho Books.
Security & Compliance
Zenzap’s AI agents are SOC 2, GDPR, and ISO 27001 certified, with full HIPAA compliance and signed BAA for healthcare teams. Your data is never used to train AI models.
Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.
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