Zoho Books
Clients ask about invoices, payment status, and estimates. Your AI agent pulls the answers from Zoho Books in real time, creates new invoices on request, and emails them directly to customers. Accounting workflows happen inside the conversation, not after it.
From creating invoices and estimates to managing contacts and items, your AI agent performs core Zoho Books accounting tasks during live conversations with clients and team members.
Zoho Books
Real scenarios where AI agents turn client conversations into completed accounting tasks, saving hours of manual entry and follow-up for small businesses.
A freelancer finishes a project discussion and the client says 'Send me the invoice.' The AI Agent creates an invoice in Zoho Books with the agreed line items, applies the correct tax rate, and emails it to the client, all before the conversation ends. The freelancer moves on to the next task without opening their accounting software.
A business owner messages 'Has Client X paid their December invoice?' Your AI Agent searches Zoho Books, finds the invoice, checks the payment status, and reports that it was partially paid with a remaining balance of $2,400 due in 5 days. The owner gets financial clarity in seconds instead of navigating through transaction reports.
A potential client asks 'How much would a 3-month consulting engagement cost?' Your AI Agent pulls item pricing from Zoho Books, generates an estimate with a breakdown of monthly fees and deliverables, and sends it to the prospect's email. The prospect reviews the quote within minutes while their interest is still high.
Zoho Books
FAQs
Yes. The agent calls Zoho Books' Create Invoice API with full control over line items, quantities, rates, discounts, and tax settings. It can reference existing items from your Zoho Books catalog or create custom line items on the fly. Tax calculations follow the rules configured in your Zoho Books organization settings.
If your Zoho Books organization has multi-currency enabled, the agent can create invoices in any configured currency. It uses the exchange rate from Zoho Books, which can be set to auto-fetch or manually defined. Specify the currency code when creating an invoice, and Zoho Books handles the conversion math.
OAuth grants access to the Zoho Books modules you authorize during setup. This typically includes invoices, contacts, items, estimates, sales orders, and bank accounts. You control the scope during the authorization flow and can revoke access from your Zoho security settings at any time.
No. Every query is a live API call to your Zoho Books organization. Invoice details, contact records, and payment information are fetched in real time and used only to respond to the current conversation. Tars does not maintain a separate copy of your financial records.
Yes. After creating an invoice, the agent can trigger Zoho Books' email invoice function to send it directly to the client's email address on file. The email uses your Zoho Books email template, including your branding, payment links, and terms. Clients receive it as if you sent it manually.
The client portal is self-service but requires clients to log in and navigate. Through Tars, clients get answers in natural conversation, whether on your website, WhatsApp, or SMS. The AI agent looks up their invoices, checks payment status, and even creates new invoices without the client needing portal access.
Invoices created by the agent appear in Zoho Books as drafts by default, giving your team a chance to review before sending. You can also configure the agent to require confirmation before finalizing. If an error occurs, the invoice can be updated or voided through Zoho Books as usual.
In your Tars dashboard, navigate to Tools and select Zoho Books. Click 'Connect' to authorize through Zoho's OAuth flow. Select your organization if you have multiple Zoho Books accounts. Once connected, attach the tool to your AI Agent Gambit. The agent starts handling invoices and accounting tasks during conversations.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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