Delegmate for Zoho Books

An AI teammate that works in Zoho Books

An AI teammate with its own Google Workspace account. Connect Zoho Books and it works there as part of the job, alongside its email, calendar and docs, within the rules you set.

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About Zoho Books

Zoho Books handles accounting, invoicing, and expense tracking, offering real-time collaboration and integrations within the Zoho ecosystem

What it does in Zoho Books

Checks Zoho Books for unpaid invoices and chases them
Reconciles payments against what was expected
Answers billing questions with the facts
Builds the weekly numbers report

How it works

1
Add a teammate
It gets its own account in your Google Workspace, with its own email, calendar and Drive.
2
Connect Zoho Books
From its Apps tab in a click, with the Zoho Books account your team chooses. Or just ask it, and it sends you the link.
3
Hand it the work
Email it, message it in Chat or Slack, or mention it in a doc. It asks before anything that matters.

Works with it in gmail

Built for

Operations & Finance Professional services

Questions

How does it connect to Zoho Books?

From the teammate's Apps tab in a click, or just ask it and it sends you the link. It connects with the Zoho Books account your team chooses, and each teammate has its own connections, so you decide exactly what each one can reach.

What does it do in Zoho Books without asking?

The everyday work it is there for: reading, updating and keeping things current. It asks first before contacting someone new, spending money, or anything that can't be undone, and every step is in its activity log.

Does it need its own Zoho Books seat?

No. It works through the connection your team sets up, so there is no extra Zoho Books seat to buy for it.

Is Delegmate made by Zoho Books?

No. Delegmate is independent and is not affiliated with or endorsed by Zoho Books. Zoho Books is a trademark of its owner.