Connector · Finance
An AI coworker for Zoho Books, in Slack.
Check invoices, bills, expenses and bank transactions in Zoho Books from Slack, and have @Doozy record expenses and turn sales orders into invoices.
- Works in
- Slack
- Connects by
- Sign in with Zoho Books
- Can do
- 7 things, each with a switch
- Price
- Included on every plan
What Doozy can do in Zoho Books
Doozy reads invoices, contacts, bills, expenses and reports and creates drafts when you ask. Payments, refunds and bank changes start off. You approve Doozy on Zoho Books's own sign-in screen, with no keys to paste, and each tool has a switch in Doozy.
- Find invoices, estimates, sales orders, bills, expenses and credit notes
- Read contacts, items, projects and the chart of accounts
- Read bank accounts, bank transactions and account transaction reports
- Add contacts, items, expenses, sales receipts and time entries
- Update invoices, estimates, sales orders and bills
- Turn a sales order into an invoice, or set up a recurring invoice
- Apply credits to an invoice or bill, and comment on records
Things people ask
In a thread, after @Doozy. It answers in that thread, with what it did.
@Doozy which invoices are overdue by more than 30 days? Total by customer.
@Doozy record a $48 expense for the Figma subscription under Software, paid today.
@Doozy turn sales order SO-0042 into an invoice, and I'll send it from Zoho Books.
@Doozy every Monday at 9, post last week's expenses by category here and in our Google Sheet.
How to connect Zoho Books
No keys to paste: Zoho Books asks you to approve Doozy, the way it does for any app, and you can revoke that there any time.
- 1
Add Doozy to your Slack and open the Integrations page in the web app.
- 2
Pick Zoho Books and click Connect. Zoho Books's own sign-in asks you to approve Doozy.
- 3
Choose which of its tools Doozy may use, and mention @Doozy in a thread.
What stays off, and what's always true
Doozy works like a teammate, so it doesn't stop to ask. You decide what it can reach.
Off until you say so
- Emailing invoices, estimates and statements to customers, and sending payment reminders
- Payments, refunds and anything that adds, changes or categorizes bank transactions
- Voiding or deleting invoices, bills, contacts, payments and other records
Always
- Every task runs in its own isolated workspace. Credentials stay outside it.
- Every tool has a switch. Tools that delete or overwrite start off.
- Every action it takes is on the audit log, with who asked and what happened.
- Owners and admins connect tools and choose switches. Members can only look.
More in Security and AI & Data Use.
Works well with
One ask often crosses tools: a Sentry error becomes a GitHub pull request and a Linear issue. Doozy uses whichever it needs.
Questions people ask before they connect Zoho Books
- Can Doozy email invoices or send payment reminders?
- Not unless an admin switches those tools on. Emailing invoices, estimates and statements and sending reminders start off, so Doozy prepares the invoice and a person sends it from Zoho Books.
- Which Zoho Books organization does it use?
- It can list the organizations the connected Zoho account belongs to, and you can name the one you mean in the ask.
- Can it record payments or refunds?
- Not unless an admin switches those tools on. Payments, refunds and bank changes start off, since they move or reconcile money.
- Can Doozy see our Zoho Books credentials?
- No. Every task runs in its own isolated workspace, and credentials stay outside it: they're added to each call on its way out. Nothing it reads or writes there can expose a key.
- Will it change things in Zoho Books without asking?
- It works like a teammate, so it doesn't stop to ask, and you decide what it can reach. Tools that delete or overwrite start switched off, you can switch off any other, and every action it takes is on the audit log with who asked.
- Who can connect it?
- Owners and admins of your Doozy workspace. Members see what's connected and can't change it. Everyone in your Slack can ask Doozy once it's connected.
- What does it cost?
- Nothing extra. Every integration is included on every plan, and the 14-day trial needs no card.
Something else? Write to [email protected].
Your next hire is one mention away.
Add Doozy to Slack and hand it the thing that's been waiting on someone all week. It comes back done, and it starts learning how your team works from the first ask.
- 14 days free, no card
- One price for the whole team
- Nothing billed until you pick a plan