Custom AI workflows & agents – built for your business
Custom AI workflows & agents – built for your business
Custom AI workflows & agents – built for your business
Custom AI workflows & agents – built for your business
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Zoho Books

Work with Zoho Books Directly from Your Chat

Talk to Zenzap's Zoho Books AI agent like one of your team. Connect your account, then ask it to get things done, so work happens where the conversation does.

How Zenzap AI Agents Work

Connected
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Zoho Books Zoho Books

AI agents and connected tools,
right in the chat

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.

Brooklyn (You)

Hey @Zoho Books agent, follow up on our discussion and make the updates

Brooklyn (You)

Done. It's all in Zoho Books.

Turn chat decisions into Zoho Books updates

Your agent connects the conversation to Zoho Books, so what your team decides in the chat doesn't fall through the cracks.

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?

Zoho Books

Find financial records

Search Zoho Books for supported invoices, bills, expenses, customers, vendors, and accounts.

Zoho Books

Create finance records

Create supported invoices, bills, expenses, payments, or accounting tasks in Zoho Books.

Zoho Books

Update accounting data

Change supported amounts, categories, statuses, due dates, and record details in Zoho Books.

Zoho Books

Flag finance work that needs attention

Check Zoho Books for overdue, unreconciled, rejected, or exceptional records.

Zoho Books

Summarize financial activity

Bring supported balances, transactions, cash activity, and open items from Zoho Books into the chat.

Zoho Books

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.

Visit Trust Center
Zoho Books

About
Zoho Books

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.

AI Agents Have
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Your conversations, team, AI agents, tasks, and tools in one place.

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