# Ray and Zoho Books

> The full ledger, from quote to payment.

Source: https://heyray.io/integrations/zoho-books

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. 37 reads run without asking. 25 actions wait for a human approval.

## What Ray reads in Zoho Books

Reading changes nothing, so Ray never stops to ask whether it may look something up.

- Invoices, bills, expenses, payments, credit notes, and orders
- Contacts, projects, bank transactions, and the chart of accounts

## What waits for your approval

Every one of these posts an approval card in the thread showing exactly what is about to happen. Nothing runs until someone clicks approve, and no setting turns that off.

- 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

## 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

## Ask it like this

- "@Ray which bills are due this week?"

## Connecting Zoho Books

Every person on the team connects their own Zoho Books account on Zoho Books's own login screen, so Ray can only reach what that person can already reach, and the history in Zoho Books shows who actually asked. Passwords never pass through Ray. Disconnecting Zoho Books or uninstalling Ray revokes the connection.

## More

- This page for people: https://heyray.io/integrations/zoho-books
- Every integration: https://heyray.io/integrations.md
- Install Ray: https://heyray.io/install.md
- Pricing: https://heyray.io/pricing.md