AI Agents for Zoho Invoice

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

Connect your Zoho Invoice organisation to ChatGPT and Claude. The assistant reads your customers, invoices, quotes, payments and projects and, with AI Agent, changes them when you ask.

  • Open to every account for Zoho Invoice
  • 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 Invoice agent
Add to ChatGPTAdd to Claude
Zoho Invoice logo

Your Zoho Invoice 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

Built around how you work in Zoho Invoice

Start with the part most teams use first, then everything else it reaches. You choose per record type what the assistant may read or change.

Read and write

Invoices

A write off can be cancelled again. A recorded payment stays.

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 or a comment
  • Mark one sent; email it or send a payment reminder after your click
  • Record a payment, write off or void, after your click

  • Customers

    Read and write
    Reads
    • Search by name, email, phone or any field
    • The invoices, quotes and contact persons of a customer
    • What a customer still owes
    With AI Agent
    • Create and update customers
    • Add and update contact persons
    • Email a customer, with their statement if you like, after your click

  • Quotes

    Read and write
    Reads
    • Quotes with their lines and status
    With AI Agent
    • Make and update quotes, add a line or a comment
    • Make an invoice from a quote
    • Mark one sent, accepted or declined; email it after your click

  • Projects and time

    Read and write
    Reads
    • Projects with their tasks and comments
    • Time entries and the running timer
    With AI Agent
    • Make projects and project tasks
    • Log time on a project
    • Start and stop the timer

  • Reports and the rest

    Read only
    Reads
    • What customers still owe and how late, customer balances and sales per customer
    • Recurring invoices, credit notes and retainer invoices
    • Expenses, products, price lists, taxes and currencies

    Stopping or resuming a recurring invoice waits for your click.

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 comment so somebody follows up.

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

Ask it, in Zoho Invoice

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 customers, invoices and quotes
  • Reads payments, expenses, projects and time
  • 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?
  • How many hours did we log on this project this month?
  • Show the open quotes 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 customers, invoices and quotes
  • Adds lines and comments, and makes an invoice from a quote
  • Logs time on a project
  • Emails, sends reminders and records payments after your click

Ask it

  • Make an invoice from this accepted quote.
  • Add a line of two hours at 65 to this draft invoice.
  • Log three hours on the website project for today.
  • Send a payment reminder for this overdue invoice.

Good to know

How the Zoho Invoice agent behaves

  • One package, one organisation

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

  • Connects with Zoho's own sign in

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

  • Fits in Zoho's daily limit

    Zoho Invoice allows 1,000 calls a day per organisation, so automations check once an hour. When the day's calls are used up, the assistant says so and goes on the next day.

  • Payments only after your click

    The assistant records a payment only on the invoice you name, never more than what is still to pay, and only after your own click. A recorded payment is not undone by the assistant.

  • Tasks live in projects

    Zoho Invoice keeps tasks only inside projects, so a follow up on an invoice or quote goes in a comment.

  • 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

    In Zoho Invoice the assistant never deletes a record, whatever you ask it.

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

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

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 Invoice agent yourself

Nothing to request. Connect Zoho Invoice 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 Invoice agent
Add to ChatGPTAdd to Claude
  1. Step 1

    Set up your Zoho Invoice agent

    Connect Zoho Invoice 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 Invoice agent?

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

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