AI Agents for Zoho Books

Zoho Books MCP: your own AI agent in ChatGPT and Claude

Connect your Zoho Books organisation to ChatGPT and Claude. The assistant reads your contacts, invoices, estimates, payments and much more and, with AI Agent, changes them when you ask.

  • Open to every account for Zoho Books
  • AI Analyst $29.99 or AI Agent $49.99 a month
  • 7 day free trial, once per account.
  • Every change shown first. Nothing is ever deleted.
Set up your Zoho Books agent
Add to ChatGPTAdd to Claude
Zoho Books logo

Your Zoho Books agent

Free to set up. Read up to 100 records and make up to 25 changes for free.

  • AI AnalystAsk anything about your customers, deals and invoices.$29.99a month
  • AI AgentAlso gets the work done: changes records once you approve.$49.99a month

7 day free trial, once per account. One package covers one organisation.

Using another system? Tell us which one

What it reaches

What the assistant can do in Zoho Books

You choose per record type what it may read or change. Ask the assistant what your agent can do, and it lists it record type by record type.

  • Contacts

    Reads
    • Search by name, email, phone or any field
    • The invoices, estimates, payments and contact persons of a contact
    • Comments and tasks
    With AI Agent
    • Create and update contacts
    • Add a comment or a task
    • Email a contact, after your click

  • Invoices

    A payment is never recorded by the assistant.

    Reads
    • Unpaid and overdue invoices
    • Lines, what is still to pay and the payments made
    • Count and add up, such as open amounts per customer
    With AI Agent
    • Make and update invoices, add a line
    • Mark one sent, email or void it, after your click
    • Stop or resume a recurring invoice, after your click

  • Estimates

    Reads
    • Estimates with their lines and status
    With AI Agent
    • Make and update estimates, add a line
    • Make an invoice from an estimate
    • Mark one sent, accepted or declined, or email it, after your click

  • Reports and the rest of your books

    Profit and loss and the balance sheet are not offered by Zoho Books to apps.

    Reads
    • What customers still owe and how late, customer balances and sales per customer
    • Products, price lists, sales orders, credit notes and sales receipts
    • Expenses, bills, purchase orders, vendors and their payments
    • Projects and time entries, bank accounts and transactions, journals and the chart of accounts

Ask it, in Zoho Books

Two packages, one question away

AI Analyst answers from your records. AI Agent also does the work, once you say yes.

Reads

AI Analyst

Ask anything about your customers, deals and invoices.

  • Reads contacts, invoices and estimates
  • Reads payments, expenses, bills and bank transactions
  • Counts and adds up, such as open amounts per customer
  • Reads what customers still owe and how late

Ask it

  • Which invoices are overdue, and who owes the most?
  • What did we spend on expenses this month?
  • Show the open estimates of this customer.
Reads and writes

AI Agent

Also gets the work done: changes records once you approve.

  • Everything in AI Analyst
  • Creates and updates contacts, invoices and estimates
  • Adds lines, comments and tasks
  • Makes an invoice from an estimate
  • Emails, marks sent or voids after your click

Ask it

  • Make an invoice from this accepted estimate.
  • Add a line of two hours at 65 to this draft invoice.
  • Add a task to call this customer about the overdue invoice on Monday.
  • Email this invoice to the customer.

Automations, with AI Agent

Rules that run in your system by themselves

With AI Agent, describe a rule in the chat. Approve it with a yes in the chat, and it runs in your system by itself. Rules that message your customers you approve in CRM Connector.

A rule starts when a record is made or changes, when a date comes up such as a due date, when a record has not moved for a number of days, or when a tag is added or removed. It can set fields, move a stage, add a note or a task, tell your team, make a related record, give records to your users in turn or email your customer, and what else it can do depends on your system. It never deletes, and a payment always waits for your own click. Tell us what it should do, and we set it up for you.

Set up your AI agentHow automations work
Your AI agent

When an invoice becomes overdue, add a task to follow up with the customer.

Your ruleFixed rule
When
An invoice becomes overdue
Only if
Its total is above an amount you choose
Then
1Add a task on the invoice to follow up with the customer
Approved once in the chatRuns by itself in your system

Approval, change log and undo

Nothing changes until you approve it

The assistant proposes, you approve, CRM Connector writes. AI Analyst never writes.

  1. Every change is proposed first

    You see a before and after list. Nothing is written until you approve.

  2. Risky changes need your click

    Messages to your customers, status changes and big batches need your own click.

  3. Newer work is never overwritten

    Each record is read again right before the change. Changed since? Refused.

  4. A change log with undo

    Every change is kept, with undo where the system allows it.

Your switches

You choose what it may do

Per record type: off, read, or read and write. Pause it any time.

  • ContactsOffReadRead and write
  • DealsOffReadRead and write
  • InvoicesOffReadRead and write
Never

Nothing is ever deleted

Never a deleted record. A payment only where your system allows it, after your own click.

Delete a record
A payment without your click

What the assistant reaches

  • Only the system and record types you switched on
  • Never passwords or sign ins
  • Answers go to OpenAI or Anthropic under your own agreement
  • The change log is kept for 90 days

Good to know

How the Zoho Books agent behaves

  • One package, one organisation

    One package covers one Zoho Books organisation. Every other organisation needs its own package.

  • Connects with Zoho's own sign in

    You sign in to Zoho Books from CRM Connector. Your data centre is picked up by itself.

  • It never records a payment

    Payments stay readable and are never made by the assistant or an automation. Nothing is ever deleted either.

  • Tasks always have an owner

    Zoho Books keeps no due date on a task nobody owns, so a task without a named user goes to the person who connected Zoho Books.

  • An ended trial reads only

    When the Zoho Books trial or plan of an organisation has ended, Zoho Books lets the assistant read but refuses every change.

  • Not in the Zoho Books agent

    Profit and loss, the balance sheet and cash flow, because Zoho Books offers apps no such reports. Tell us if you need something else.

  • Risky changes need your click

    A message to your customers, a payment or a setup change waits for your own click on a CRM Connector page. Stage moves are done in the chat after your yes.

  • Never a delete, never a payment

    In Zoho Books the assistant never deletes a record and never records a payment, whatever you ask it.

AI Agents pricing

One monthly package per system

ChatGPT and Claude included, with or without a sync plan.

AI Agents, a separate product

The monthly fee per connected system

Connect Zoho Books to ChatGPT and Claude, through MCP.
A monthly package for Zoho Books.

Using another system? Tell us which one
ChatGPT includedClaude included
Connected systemsEach gets its own package
1

One package covers one system, so every other system needs its own: your CRM on AI Agent, your books on AI Analyst.

Save an agent and try it for free first. Switch it on buys everything your saved agents need in one purchase, and lets go of unused agents of the other package.

AI Analyst

Ask anything about your customers, deals and invoices.

$29.99per month

One system at $29.99 each

7 day free trial, once per account.

  • Reads and searches one system
  • Notes, activities, stages and custom fields
  • You choose what it may see
  • ChatGPT and Claude included
Start with AI Analyst
Reads and writes

AI Agent

Also gets the work done: changes records once you approve.

$49.99per month

One system at $49.99 each

7 day free trial, once per account.

  • Everything in AI Analyst, for one system
  • Changes and creates records
  • Every change shown first, risky ones approved by you
  • A change log, with undo
Start with AI Agent

Set up your Zoho Books agent yourself

Nothing to request. Connect Zoho Books in CRM Connector, choose what the assistant may do and save it. Try it for free in ChatGPT or Claude, then switch it on when you are ready.

Set up your Zoho Books agent
Add to ChatGPTAdd to Claude
  1. Step 1

    Set up your Zoho Books agent

    Connect Zoho Books in CRM Connector, or plan it in ChatGPT or Claude, and choose what it may do. Once saved, it reads up to 100 records and makes up to 25 changes for free.

  2. Step 2

    Connect ChatGPT or Claude

    Right after saving, CRM Connector helps you add it and shows when it is connected. Planned it in the chat? You go back to that chat.

  3. Step 3

    Ask, and approve a first automation

    Ask a first question in the chat. With AI Agent, approve a first automation there with a yes. Rules that message your customers you approve in CRM Connector.

  4. Step 4

    Switch it on

    One purchase covers everything your saved agents need. 7 day free trial, once per account. Approved automations start at once.

FAQ

Questions about the Zoho Books agent?

The answers about Zoho Books. What every AI agent shares is on the AI Agents page.

All about AI AgentsSync Zoho Books with your other systemsStill not sure? Contact us