Zoho Books | AI Agent Tools

Zoho Books enables businesses to automate core accounting tasks such as invoicing, expense tracking, and bank reconciliation, while providing real-time financial insights through intuitive dashboards and reports. Users can manage clients, vendors, and inventory from a single platform, and collaborate with team members or accountants using role-based access. The service supports multi-currency transactions and tax compliance, making it suitable for businesses with international operations. Automated workflows, such as recurring invoices and payment reminders, help reduce manual effort and improve efficiency. Zoho Books is accessible across web, mobile, and desktop, ensuring flexibility and ease of use for business owners and finance teams[2][4][3].

AI Agent use cases for Zoho Books

AI agents can autonomously reconcile bank transactions by fetching, categorizing, and matching imported bank data in real time. They can generate and send automated payment reminders, recurring invoices, and expense reports, reducing manual intervention and ensuring timely financial operations. AI agents can also analyze financial dashboards, identify trends, and suggest actionable insights for cost reduction and business growth, all within the Zoho Books platform[3][4][2].

Agent Actions with Zoho Books

These are the specific actions that AI agents can perform with this tool

Create Customer

Creates a new customer record in Zoho Books with the provided details.

17 inputs

Create Customer Payment

Creates a new customer payment in Zoho Books to record a received payment against invoices or bills.

15 inputs

Create Employee

Creates a new employee record in Zoho Books for associating with expenses

2 inputs

Create Estimate

Creates a new sales estimate record within Zoho Books for client approval and billing preparation

46 inputs

Create Invoice

Creates a detailed invoice for a specified customer within Zoho Books, including items, taxes, and payment terms.

39 inputs

Create Item

Creates a new inventory or service item in Zoho Books with specified details

21 inputs

Create Sales Order

Creates a new sales order in Zoho Books with specified customer and product details.

51 inputs

Delete Contact

Deletes an existing contact from Zoho Books using the contact ID.

1 input

Get Invoice

Retrieves detailed information of a specified invoice from Zoho Books.

2 inputs

Get Item

Retrieves detailed information of a specified item from the Zoho Books inventory.

1 input

List Contacts

Retrieves a complete list of contacts associated with the specified Zoho Books organization.

List Expenses

Retrieves a comprehensive list of all recorded expenses in Zoho Books for financial tracking and management.

15 inputs

List Invoices

Retrieves a list of all invoices from Zoho Books for review or processing.

19 inputs

Make API Call

Executes a custom API request to Zoho Books to interact with various accounting resources based on specified parameters

5 inputs

Update Sales Order

Updates the details of an existing sales order in Zoho Books

52 inputs

Use Zoho Books with AI Agents