Zoho Books is a cloud-based accounting software that helps businesses manage their finances and automate workflows.
Enhance your financial operations with AI Agents that can process invoices, manage expenses, and generate real-time reports.
Zoho Books delivers comprehensive accounting and financial management tools. Relevance AI transforms these capabilities into intelligent AI Agents that can analyze financial data, automate approvals, and generate insights at scale.
Seamless Workflow Orchestration
The agent automates complex workflows, ensuring smooth operations across financial processes.
Intelligent Data Insights
The agent analyzes financial data to provide actionable insights for informed decision-making.
Automated Compliance Monitoring
The agent continuously checks for compliance with regulations, reducing the risk of penalties.
Relevance AI gives you access to Zoho Books' financial management capabilities within your automated workflows.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Relevance AI account
- A Zoho Books account with access to your organization's data
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The integration leverages secure OAuth authentication with Zoho Books, enabling authorized access to your accounting data through Relevance AI's workflow engine. Relevance AI manages all API operations (GET, POST, PUT, PATCH, DELETE) behind the scenes—handling authentication, rate limits, and data formatting automatically.
Built-in validation ensures your accounting workflows run reliably, with automatic handling of data transformations and error cases.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
Best Practices for Non-Technical Users
To get the most out of the Zoho Books + Relevance AI integration without writing code:
- Maintain organized records: Keep your Zoho Books transactions and accounts well-categorized and updated.
- Use proper authentication: Ensure OAuth credentials are correctly configured and permissions are appropriate.
- Follow API guidelines: Respect Zoho Books' API structure when making calls and handling responses.
- Monitor request limits: Stay within API rate limits and implement proper error handling.
- Validate data formats: Ensure all request payloads match Zoho Books' required formats and specifications.
