Zoho Books, without opening Zoho Books.
The full ledger, from quote to payment.
“@Ray which bills are due this week?”
What Ray can and cannot do in Zoho Books
Reading is free, because reading changes nothing. Everything that writes waits for you. The rest is not on Ray’s list.
Runs on its own
What Ray reads in Zoho Books
- Invoices, bills, expenses, payments, credit notes, and orders
- Contacts, projects, bank transactions, and the chart of accounts
Reading changes nothing, so Ray never stops to ask whether it may look something up.
Asks first, every time
What waits for your approval
- Update an invoice, an estimate, or a bill
- Add a contact, an item, an expense, or a project
- Email an invoice, an estimate, or a statement, to an address you name
- Send a payment reminder for one invoice
- Comment on the records it reads
Ray posts a card showing exactly what it is about to do. Nothing happens until someone clicks approve, and no setting turns that off.
Not on the list
Things Ray is never handed
These are left out during curation, so they are not something Ray could do and decides against. They are not in front of it at all.
- Read the employee roster
- Pay vendors or move money from bank accounts
How Ray works with Zoho Books
No workflow to build, and nothing to maintain when the work changes.
- 01
Connect Zoho Books
One click, right where you asked. Ray posts a connect card, you authorise Zoho Books with your own account, and the work you asked for picks up where it left off.
- 02
Ask in plain words
In the conversation you were already having. Nothing to build, no trigger to map, no tab to open.
- 03
Approve, and it lands
Reading runs on its own. Anything that creates, sends or spends stops first and shows you the exact content.
Priya
@Ray the checkout bug is back. Take a look in Zoho Books, and tell Dana it is being looked at.
Comment on Zoho Books bill
- Waiting on
- your approval
What does connecting Zoho Books to Ray actually do?
Ray is an AI teammate that works in your team chat, on Slack today. Connect Zoho Books and it can do the Zoho Books part of a request without anyone leaving the conversation: read what it needs, draft the change, and post it for approval before anything is written.
It is not a workflow builder. There is no trigger to configure and no automation to repair when your process shifts. You describe the outcome in the thread and Ray picks the actions, including actions in your other connected tools when the request spans more than one.
Every person on the team connects their own Zoho Books account, so Ray can only reach what that person can already reach, and the history in Zoho Books shows who actually asked.
Security and permissions
- You authorise Zoho Books on its own login screen. Your password never passes through Ray.
- Writes are gated in the execution path, not by a prompt. There is no setting that grants blanket approval.
- Each workspace is isolated at the database level, and that isolation is tested by trying to break it.
- Disconnect Zoho Books in a message, or uninstall Ray and every connection it held is revoked.
More finance, billing & signatures integrations
Ray uses them together in a single run when a request spans more than one.
Put Ray to work in Zoho Books.
Free to start, no credit card, and it asks before it acts.