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ZOHO BOOKS

AI Bookkeeper for Zoho Books

Connect Zoho Books and keep it as your ledger. AI Bookkeeper handles the first pass — reading documents, coding transactions, matching the two, preparing the reconciliation — and every item waits for your approval before it is final.

Zoho Books — connected
Zoho Books
System of record · unchanged
Synced
Chart of accountsyours
Vendors & contactsyours
Approved entriestwo-way

Zoho Books stays the ledger

No migration, no duplicate books, no new platform to learn. The Zoho Books organisation you already run continues to be the system of record.

Everything AI Bookkeeper does is preparation for an entry you approve, not an entry it makes on your behalf.

Coded against your own setup

Bank transactions are categorized using your Zoho chart of accounts, your vendors and your own coding history, rather than a generic industry default.

Vendor matching is alias-aware, so a supplier whose invoice carries a trading name still lands on the contact record you actually keep them under.

Every value scored and traceable

Each extracted field carries its own confidence score, and each one links back to the exact region of the source document it was read from. Click a total and the document opens with that spot highlighted.

A field the system is unsure about is surfaced where you will see it — never averaged away behind a single document-level number.

Review, then post

Every document reaches a human review queue. You approve or reject with a memo, and only then does anything become final.

The decision is written to an append-only audit trail, so who changed what, when and why stays answerable.