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Let your phone agent check balances, send invoices and log expenses in Zoho Books.

Connect Zoho Books to AgentCalls and your voice agent can work with your books during a live call. It can look up an unpaid invoice, confirm a payment date, create a new invoice from details the caller gives, or record an expense. Your team sees every change in Zoho Books as soon as the call ends. The connection takes one click from the AgentCalls dashboard.

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What your agent can do with Zoho Books

  • Look up invoice status and outstanding balances for a customer while the caller is on the line
  • Create and send a draft invoice from details the caller provides
  • Record an expense or bill with the amount, date and category you set
  • Answer payment questions and log what the customer says about their account

Zoho Books exposes 265 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Customer asks about an unpaid invoice

  1. Caller

    Hi, I'm calling about invoice 2041. I thought we'd already paid it.

  2. Agent

    Let me check that for you. I can see invoice 2041 from March 3, for $1,280, marked as unpaid. Do you have a payment reference I can add to it?

  3. Caller

    Yes, it was a bank transfer on March 5. Reference is TR-88213.

  4. Agent

    Thanks. I've added that reference to the invoice and flagged it for your accounts team to match against the bank feed.

New order needs an invoice

  1. Caller

    I'd like to order 12 desk lamps and get an invoice sent to my email.

  2. Agent

    Sure. What's the email address for the invoice, and should it go to your billing name at Harper & Co?

  3. Caller

    Yes, billing@harperco.com. Net 14 terms is fine.

  4. Agent

    Done. I've created the invoice for 12 desk lamps with Net 14 terms and sent it to billing@harperco.com.

Logging a vendor expense after a call

  1. Caller

    This is Mark from the site team. I just paid the courier 85 pounds for the parts delivery this morning.

  2. Agent

    Got it. Which category should I use, shipping or site supplies?

  3. Caller

    Shipping, please.

  4. Agent

    Recorded. An expense of £85 for shipping, dated today, is now in Zoho Books for your review.

How to connect Zoho Books

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Zoho Books

    From Integrations in the dashboard, choose Zoho Books and sign in with your account. Connecting takes one click and can be revoked at any time.

  3. 3

    Choose the actions

    In the agent editor, enable the Zoho Books actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

Use cases that use Zoho Books

Use casesPayment remindersThe agent calls customers with overdue invoices, confirms the amount, takes a promise to pay or sends a payment link, and records the outcome in your books.

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All Finance & invoicing integrations

Questions, answered.

Does the agent work with Zoho Books during the call or only afterwards?

Both. Your agent can look up balances and invoices while the caller is on the line, and it can create records or log expenses during the call too. Changes appear in Zoho Books right away.

What do I need to connect Zoho Books?

You need an active Zoho Books account. Sign in to Zoho Books from the AgentCalls dashboard once, and the connection is set up. No technical setup is needed.

Which plan includes the Zoho Books integration?

Integrations, including Zoho Books, are included from the Growth plan.

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Put your agent to work with Zoho Books.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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