Zoho Books, without opening Zoho Books.
The full ledger, from quote to payment.
In your channel
Ask Ray for something in Zoho Books and it posts this card in the thread. One click, and the task you asked for carries on where it left off.
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
- Get bill
- Get contact
- Get credit note
- Get estimate
- Get expense
- Get invoice
- Get organization
- Get project
- Get purchase order
- Get recurring invoice
- Get sales order
- List bank accounts
- List bank transactions
- List bills
- List bill comments and history
- List bill payments
- List chart of accounts
- List contacts
- List contact comments
- List contact persons
- List contact refunds
- List credit notes
- List credit note refunds
- List customer payments
- List customer payment refunds
- List estimates
- List estimate comments and history
- List expenses
- List invoices
- List purchase orders
- List recurring invoice history
- List sales orders
Reading changes nothing, so Ray never stops to ask whether it may look something up.
Asks first, every time
What Ray answers with
Ray reads Zoho Books and answers from it in the thread. Writing to Zoho Books is not switched on yet, so there is nothing here to approve.
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.
- Delete bank account
- Deactivate bank account
- Delete bank transaction
- Disable contact payment reminder
- Delete bill
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
Ray answers where you asked
Ray only reads Zoho Books, so there is nothing here to approve. It looks up what it needs and replies in the thread.
Priya
@Ray the checkout bug is back. Take a look in Zoho Books, and tell Dana it is being looked at.
Ray
Checked Zoho Books. The spec was last edited on Tuesday and the open question about refunds is still unanswered.
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.