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Use Zoho Books with AI Agents
Zoho
Zoho Books streamlines accounting and financial management for small businesses
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].
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.
Create Customer Payment
Creates a new customer payment in Zoho Books to record a received payment against invoices or bills.
Create Employee
Creates a new employee record in Zoho Books for associating with expenses
Create Estimate
Creates a new sales estimate record within Zoho Books for client approval and billing preparation
Create Invoice
Creates a detailed invoice for a specified customer within Zoho Books, including items, taxes, and payment terms.
Create Item
Creates a new inventory or service item in Zoho Books with specified details
Create Sales Order
Creates a new sales order in Zoho Books with specified customer and product details.
Delete Contact
Deletes an existing contact from Zoho Books using the contact ID.
Get Invoice
Retrieves detailed information of a specified invoice from Zoho Books.
Get Item
Retrieves detailed information of a specified item from the Zoho Books inventory.
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.
List Invoices
Retrieves a list of all invoices from Zoho Books for review or processing.
Make API Call
Executes a custom API request to Zoho Books to interact with various accounting resources based on specified parameters
Update Sales Order
Updates the details of an existing sales order in Zoho Books