Accounting

Vendor Bills from Drive

Reads a supplier PDF in Drive and drafts a Zoho Books bill.

Implement Vendor Bills from Drive.

InterConnecta configures the part Zoho already publishes and builds the API for the step that connection does not cover. OpenAI, Anthropic, or Gemini can run the AI step.

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Workflow

When PDF added to a watched folderFile replaced

View diagram

Solution

Draft the vendor bill from the PDF.

AP retypes vendor, date, number, and lines from PDFs dropped in a Drive folder.

A PDF added to a watched Drive folder becomes a draft Zoho Books bill after the vendor is matched.

Input systems

Google Drive

Origin

Zoho Books

Result

Execution path

Origin PDF added to a watched folder

File replaced

AI processing Extract vendor, bill number, date, currency, and lines from the PDF, match the vendor in Books, and draft the bill. Do not mark it paid and do not call this AI OCR. OpenAI, Anthropic, or Gemini can run this step.

File name and id
Vendor name
Bill number and date
Lines and total

Actions

Match or hold the vendor
Create a draft bill
Attach the PDF
Notify AP when a field is missing

Result AP reviews a draft bill with the PDF attached instead of retyping it.

How this flow runs.

01

Google Drive

Starts when PDF added to a watched folder, File replaced.
02

PDF

Reads File name and id, Vendor name, Bill number and date, Lines and total.
03

Run the AI step

Extract vendor, bill number, date, currency, and lines from the PDF, match the vendor in Books, and draft the bill. Do not mark it paid and do not call this AI OCR. OpenAI, Anthropic, or Gemini can run this step.
04

Zoho Books

AP reviews a draft bill with the PDF attached instead of retyping it.

Zoho modules

Bills
Vendors
Items

Fields updated

Draft bill
Vendor
Bill lines
Attachment

Key benefits

Lines come from the PDF

Unknown vendors wait

Bill stays in draft

PDF stays attached

Ideal for

Accounts payable teams that receive supplier PDFs in Google Drive and record them in Zoho Books.