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Proposal & Invoice Management

Zoho Invoice, worked by an AI employee

Not another app for your team to learn, and not a set of rules for you to build. You hire an AI employee, you give it access to your Zoho Invoice account, and you ask it for things in Slack or Teams the way you would ask anyone else on the team. There is nothing to map and nothing to maintain.

  • Proposal & Invoice Management
  • Signs in to your account
  • 6 ready-made tools
  • Asked in Slack or Teams
At work

An illustration of how the conversation reads, not a transcript from a client account.

What Zoho Invoice is

Zoho Invoice simplifies billing, recurring payments, and expense management, helping freelancers and small businesses send professional invoices

You sign in with your own Zoho Invoice account, the same way you already do. We never see or hold your password.

How a run works

One message in, the work done in Zoho Invoice.

  1. 01

    You ask

    You message your AI employee in the chat your team already has open, in one sentence, in your own words.

  2. 02

    It works out the step

    It decides what the job needs in Zoho Invoice. You do not pick anything from a menu or wire anything together.

  3. 03

    It does the work

    Signed in to your own Zoho Invoice account, inside the access you granted it, doing the thing you asked for.

  4. 04

    It reports back

    It tells you what it did, in the same thread. If it could not do something, it says so rather than guessing.

6 tools it already has

What it can do in Zoho Invoice

These are the ready-made tools your AI employee already has in Zoho Invoice. It is not limited to them, but it never has to be taught these.

  • Get Zoho Invoice ItemTool to retrieve the details of a specific item by item id. use when you need to fetch an item's data after confirming its existence.
  • List ContactsTool to list contacts. use after obtaining the organization id to retrieve contacts with optional filters and pagination.
  • List ExpensesTool to list all expenses with optional pagination. use when you need to retrieve expenses with simple pagination.
  • List InvoicesTool to list invoices. use when you need to retrieve all invoices with optional filters and pagination.
  • List ItemsTool to list all items. use when you need to retrieve your item catalog with optional pagination and filtering after specifying the organization id.
  • List PaymentsTool to list payments. use when you need to retrieve all payments with optional filters like customer, invoice, date range, and pagination.
Access, and who is in charge of it

You stay the boss of your Zoho Invoice account.

Nothing connects until you approve it. You grant access one app at a time, you can take it back the same way, and everything your AI employee does in there is written down where you can see it.

How we handle your data
  • It signs in to your own Zoho Invoice account. You are not moving anything into ours.
  • You grant access one app at a time, and you can take it back the same way.
  • Everything it does in Zoho Invoice is written down, with what it did and when.
  • Anything you tell it to check with you first, it checks with you first.
Other apps in the same corner of the business

It works in Zoho Invoice and the rest of your software in the same job

A real job rarely stays in one place. Reading a message in one app, checking a record in another and writing the result in a third is one request to your AI employee, not three.

See every app

Questions people ask about Zoho Invoice

Can an AI employee really work inside Zoho Invoice?
Yes. It signs in to your own Zoho Invoice account and works in it the way a new hire would, from the chat your team already has open. Nobody installs anything, and nobody learns a new screen.
Do I have to move anything out of Zoho Invoice?
No. Nothing moves and nothing is replaced. Your records stay in Zoho Invoice, your team carries on in the same screens they used yesterday, and your AI employee works alongside them in there.
How does it get into my Zoho Invoice account?
You sign in with your own Zoho Invoice account, the same way you already do. We never see or hold your password. You approve it before anything connects, and you can take the access back the same way you gave it.
What can it actually do in Zoho Invoice?
It has 6 ready-made tools in Zoho Invoice today, among them Get Zoho Invoice Item, List Contacts and List Expenses. The full list is on this page. It is not limited to those, but it never has to be taught them.
Can it use Zoho Invoice and the rest of my software in the same job?
Yes, and that is usually the point. Reading a message in one app, checking a record in Zoho Invoice and writing the result somewhere else is one request to your AI employee, not three separate ones you stitch together.
Who decides what it is allowed to do in Zoho Invoice?
You do. You grant access one app at a time and can withdraw it at any time, anything you ask it to check with you first it checks with you first, and everything it does in Zoho Invoice is written down with what it did and when.