Your AI assistant for Zoho Books. Run Zoho Books from one chat: raise invoices and estimates, log expenses, record payments, and stay on top of accounts receivable automatically. Ask in plain words and it does the Zoho Books steps for you.
You never pick an action. Say what you need and it chooses the right one. Here is everything it can do in Zoho Books.
Write and sendIt writes it and sends it when you’re ready.
Email an invoice
Create and addNew records and entries, from a plain-words ask.
Add a customerAdd an employeeAdd an itemCreate an invoiceRecord a paymentCreate an estimateCreate a sales orderRecord an expense
Find and readLook anything up without opening Zoho Books.
View organization profileBrowse contactsView a contactBrowse itemsView an itemBrowse invoicesView an invoiceBrowse paymentsBrowse estimatesView an estimateBrowse sales ordersView a sales orderBrowse expensesView an expense
Update and organizeKeep things current as they change.
Update a contactUpdate an invoiceMark invoice as sentUpdate a sales order
Clean upClear out what you’re done with.
Remove a contactVoid an invoiceDelete an invoice
More actionsEverything else it can do in Zoho Books.
Custom API request
Showing the main actions in each group.
Triggers
30
When something happens in Zoho Books, an AI agent can start on its own. Pick an event, and say what should happen next.
Then An AI agent starts and runs the steps you describe.
Then An AI agent starts and runs the steps you describe.
Then An AI agent starts and runs the steps you describe.
Then An AI agent starts and runs the steps you describe.
Then An AI agent starts and runs the steps you describe.
Then An AI agent starts and runs the steps you describe.
Plus 24 more.
Every other Zoho Books trigger
Estimate createdEstimate acceptedEstimate declinedEstimate converted to invoiceSales order createdSales order confirmedSales order fulfilledCustomer payment receivedCredit note createdCredit note appliedCustomer createdCustomer updatedVendor createdVendor updatedBill createdBill paidBill overdueVendor payment madeExpense recordedPurchase order createdPurchase order issuedRecurring invoice profile createdRecurring invoice generated a new invoiceItem created
It only does what you allow.
Choose which Zoho Books actions it may use, and how often it checks with you. Looking things up just runs.
Turn off what you don’t need, when you connect or anytime after.
Disconnect in one click. Nothing in your Zoho Books is deleted.
Manage actionsConnected
31 of 31 capabilities enabled
Email an invoice
Record a payment
View an expense
View an estimate
Your permission mode is Auto. It decides when to check with you.
Praxivara
Chrome extension
