Payments and financeZoho Books

Zoho Books with Uebfaqe: your items and rates, on your site

Your items and rates are already in Zoho Books. Connect it and the AI builds your pricing and services pages from them and answers questions about your books in the chat.

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What you can do

Pricing from your items

The AI reads the items you sell in Zoho Books and builds a price list or services page with your real rates.

Your finances in the chat

Ask about unpaid invoices or this month's income and the AI answers from Zoho Books. This data stays private.

Invoices after you confirm

Ask the AI to create an invoice, an estimate or a customer. It shows a card with every detail and waits for you to click Confirm.

What you can ask the AI

Examples to type in the chat once the app is connected to your website.

Build a Price list page from my active items in Zoho Books.
Which Zoho Books invoices are overdue, and by how many days?
Create a Zoho Books estimate for Klinika Vita for a new website and 12 months of hosting.

How to connect it

1
Step 1
Open Integrations
In Studio, open Integrations in the website where you want to use Zoho Books and find it in the Browse tab.
2
Step 2
Click Connect
Click Connect, sign in to your Zoho Books account in the window that opens and approve access. The connection applies to this website only.
3
Step 3
Ask the AI
In the chat, say what you need from Zoho Books. The AI reads what it needs and asks for your confirmation before any action in the app.

You stay in control

The AI reads your data directly when it needs it, but anything that sends, changes or deletes something in the app waits until you confirm it in the chat. Your data stays private and never shows up on your website unless you ask for it.

Frequently asked questions

Why does the connect screen ask for my region?

Zoho keeps accounts in separate data centers (such as .com or .eu), so the connect screen asks which one holds yours. The address you use for Zoho Books tells you.