# Zoho Books and Creator integration with AI · Visiona

> Visiona connects Zoho Books and Zoho Creator to AI: supplier bills with their PDF, customers, invoices and banking, simulated first.

Page: https://www.visiona.ca/en/integrations/zoho  
Français: https://www.visiona.ca/integrations/zoho

## Automate Zoho Books and Zoho Creator with AI

Zoho Books keeps your official numbers and your Zoho Creator apps stay in place. The brain connects through Zoho's API: it reads your contacts, invoices and banking, and writes supplier bills to Books already checked, with their PDF.

## What we connect to Zoho

- **Supplier bills** (Reads, writes): Bills created in Books with their PDF attached, after your rules have checked them.
- **Customers and invoicing** (Reads, writes): Contacts and contact persons, draft invoices, recurring invoices, credit notes.
- **Chart of accounts and banking** (Reads): Chart of accounts, bank accounts, bank transactions and taxes.
- **Zoho Creator** (Reads): The reports and records of your Creator apps, read through Zoho's API.

### Possibilities

What we can also connect through Zoho's API, depending on your project.

- Bank transaction matching
- Follow-ups on unpaid invoices
- Zoho Creator forms that trigger rules
- Sync with your CRM

## Solutions that work with Zoho

- [Automated supplier invoices](https://www.visiona.ca/en/solutions/supplier-invoices): Invoices arrive by email, AI reads them, your rules match them to the purchase order and the delivery slip, and a person approves in one click before they reach accounting.
- [Quotes in minutes](https://www.visiona.ca/en/solutions/quotes): Three options in a few clicks, taxes and rebates calculated, a detailed quote with its terms that the customer signs on their phone, deposit included, and the order created.
- [Automated bookkeeping and bank reconciliation](https://www.visiona.ca/en/solutions/bookkeeping-bank-reconciliation): Bank and card statements are read every night; your rules explain each line with its evidence, a person approves the rest, and everything is entered in your accounting.

## How it connects

1. **Simulation first** Every write starts in simulation: you see what would be written, and nothing is. Then last month's data, one team, and finally everyone.
2. **Zoho keeps your official numbers** Your official numbers stay in Zoho. The brain computes beside it and writes back clean, approved data.
3. **Your own access** The integration uses access in your name, limited to what it does, that you can remove in one click. The code is in your repository.

## Frequently asked questions

### Does Zoho Books have an API?

Yes, a full web API. Access is authorised from your Zoho account, with only the permissions the project needs.

### Can we keep our Zoho Creator apps?

Yes. The brain reads their reports through the API; your forms and flows stay where your team uses them.

### What if we have no accounting software yet?

Zoho Books is enough as accounting software for a small business, and the brain connects to it from the first sprint.

### Does the brain write to Books unchecked?

No. Every write goes through one gate, in simulation by default; switching it to live is a decision recorded with a name and a date.

## Let's talk about your Zoho

A conversation with a senior architect: your data, your rules, and what a first sprint would deliver.

Talk with an expert: https://www.visiona.ca/en/contact