AI TOOLS - IC One
Zoho Books in IC One
Manage accounting tasks from an AI conversation
Attach a photo or PDF, request an analysis or draft, and review the result before any information is recorded in Zoho Books.
Financial documents
When an accounting task starts with a file, there is still a lot of work to do
A photo of an invoice, a bank statement PDF, or a question about accounts receivable often starts a series of manual tasks.
The team has to open the document, interpret the information, find the related records in Zoho Books, and prepare the required action.
That process takes time and forces the team to move between files, queries, and operational screens.
Zoho Books in IC One lets you start that work directly from a conversation.
Step by step
From document to a prepared task in Zoho Books
01
Attach the file
Upload a photo or PDF directly in the IC One chat.
02
Say what you need
Ask the AI to process the document according to the accounting task you want to complete.
03
IC One prepares the result
The solution combines information from the file with the data available in Zoho Books.
04
Review before recording
Write operations require approval before making changes in Zoho Books.
What you can do
Accounting tasks started from a conversation
Turn invoices into drafts
Attach an image of an invoice and use the extracted information to prepare a draft in Zoho Books.
Reconcile banking information
Upload a bank statement PDF and compare it with the information recorded in Books.
Check accounts receivable
Request periodic reports on accounts receivable from the conversation.
Work with recurring accounting information
Exchange rates, journal entries, purchase orders, and intercompany operations.
Financial control
AI prepares the work, with approval before recording
In financial processes, automation does not mean removing control.
Zoho Books in IC One separates preparation from execution: AI can analyze documents and prepare the result.
Write actions wait for the required approval before recording information in Books.
AI prepares the work
Extracts data, checks Books, and builds a reviewable proposal.
The team approves
Writing to Zoho Books remains subject to prior review.
The team reduces operational tasks without losing control over what gets recorded.
Zoho Books + IC One
The conversational interface connected to your accounting information
Attach financial documents and request the task from the same work environment.
IC One uses file processing and information available in Zoho Books.
The result is ready to review before approving any record.
IC OneZoho Books connected
Chat with file
bank-statement.pdf
Financial document attached in IC One.
Compare this PDF with Zoho Books and prepare a reconciliation proposal.
Pending approval
DocumentBank statement uploaded from chat
MatchesTransactions linked with Books
ResultPrepared proposal, no changes recorded
Writing to Zoho Books waits for team review.
Ideal teams
Designed for teams that work in Zoho Books every day
This solution can be useful for organizations that receive financial documents, query accounting information regularly, and want to bring in AI while keeping approval over write operations.
Receive invoices and other financial documents as photos or PDFs.
Spend time moving information from files into Books.
Need to query financial information on a recurring basis.
Manage reconciliations, accounts receivable, or other accounting tasks.
Want to use AI without losing prior review over writing to Books.
Zoho Books + IC One to turn documents into prepared work
InterConnecta implements this capability inside IC One, combining a conversational interface, file processing, and information available in Zoho Books.
How much time does your team spend turning financial documents into tasks inside Zoho Books?
AI TOOLS - IC One
Zoho Books in IC One
Manage accounting tasks from an AI conversation
Attach a photo or PDF, request an analysis or draft, and review the result before any information is recorded in Zoho Books.
Financial documents
When an accounting task starts with a file, there is still a lot of work to do
A photo of an invoice, a bank statement PDF, or a question about accounts receivable often starts a series of manual tasks.
The team has to open the document, interpret the information, find the related records in Zoho Books, and prepare the required action.
That process takes time and forces the team to move between files, queries, and operational screens.
Zoho Books in IC One lets you start that work directly from a conversation.
Step by step
From document to a prepared task in Zoho Books
01
Attach the file
Upload a photo or PDF directly in the IC One chat.
02
Say what you need
Ask the AI to process the document according to the accounting task you want to complete.
03
IC One prepares the result
The solution combines information from the file with the data available in Zoho Books.
04
Review before recording
Write operations require approval before making changes in Zoho Books.
What you can do
Accounting tasks started from a conversation
Turn invoices into drafts
Attach an image of an invoice and use the extracted information to prepare a draft in Zoho Books.
Reconcile banking information
Upload a bank statement PDF and compare it with the information recorded in Books.
Check accounts receivable
Request periodic reports on accounts receivable from the conversation.
Work with recurring accounting information
Exchange rates, journal entries, purchase orders, and intercompany operations.
Financial control
AI prepares the work, with approval before recording
In financial processes, automation does not mean removing control.
Zoho Books in IC One separates preparation from execution: AI can analyze documents and prepare the result.
Write actions wait for the required approval before recording information in Books.
AI prepares the work
Extracts data, checks Books, and builds a reviewable proposal.
The team approves
Writing to Zoho Books remains subject to prior review.
The team reduces operational tasks without losing control over what gets recorded.
Zoho Books + IC One
The conversational interface connected to your accounting information
Attach financial documents and request the task from the same work environment.
IC One uses file processing and information available in Zoho Books.
The result is ready to review before approving any record.
IC OneZoho Books connected
Chat with file
bank-statement.pdf
Financial document attached in IC One.
Compare this PDF with Zoho Books and prepare a reconciliation proposal.
Pending approval
DocumentBank statement uploaded from chat
MatchesTransactions linked with Books
ResultPrepared proposal, no changes recorded
Writing to Zoho Books waits for team review.
Ideal teams
Designed for teams that work in Zoho Books every day
This solution can be useful for organizations that receive financial documents, query accounting information regularly, and want to bring in AI while keeping approval over write operations.
Receive invoices and other financial documents as photos or PDFs.
Spend time moving information from files into Books.
Need to query financial information on a recurring basis.
Manage reconciliations, accounts receivable, or other accounting tasks.
Want to use AI without losing prior review over writing to Books.
Zoho Books + IC One to turn documents into prepared work
InterConnecta implements this capability inside IC One, combining a conversational interface, file processing, and information available in Zoho Books.
How much time does your team spend turning financial documents into tasks inside Zoho Books?
AI TOOLS - IC One
Zoho Books in IC One
Manage accounting tasks from an AI conversation
Attach a photo or PDF, request an analysis or draft, and review the result before any information is recorded in Zoho Books.
Financial documents
When an accounting task starts with a file, there is still a lot of work to do
A photo of an invoice, a bank statement PDF, or a question about accounts receivable often starts a series of manual tasks.
The team has to open the document, interpret the information, find the related records in Zoho Books, and prepare the required action.
That process takes time and forces the team to move between files, queries, and operational screens.
Zoho Books in IC One lets you start that work directly from a conversation.
Step by step
From document to a prepared task in Zoho Books
01
Attach the file
Upload a photo or PDF directly in the IC One chat.
02
Say what you need
Ask the AI to process the document according to the accounting task you want to complete.
03
IC One prepares the result
The solution combines information from the file with the data available in Zoho Books.
04
Review before recording
Write operations require approval before making changes in Zoho Books.
What you can do
Accounting tasks started from a conversation
Turn invoices into drafts
Attach an image of an invoice and use the extracted information to prepare a draft in Zoho Books.
Reconcile banking information
Upload a bank statement PDF and compare it with the information recorded in Books.
Check accounts receivable
Request periodic reports on accounts receivable from the conversation.
Work with recurring accounting information
Exchange rates, journal entries, purchase orders, and intercompany operations.
Financial control
AI prepares the work, with approval before recording
In financial processes, automation does not mean removing control.
Zoho Books in IC One separates preparation from execution: AI can analyze documents and prepare the result.
Write actions wait for the required approval before recording information in Books.
AI prepares the work
Extracts data, checks Books, and builds a reviewable proposal.
The team approves
Writing to Zoho Books remains subject to prior review.
The team reduces operational tasks without losing control over what gets recorded.
Zoho Books + IC One
The conversational interface connected to your accounting information
Attach financial documents and request the task from the same work environment.
IC One uses file processing and information available in Zoho Books.
The result is ready to review before approving any record.
IC OneZoho Books connected
Chat with file
bank-statement.pdf
Financial document attached in IC One.
Compare this PDF with Zoho Books and prepare a reconciliation proposal.
Pending approval
DocumentBank statement uploaded from chat
MatchesTransactions linked with Books
ResultPrepared proposal, no changes recorded
Writing to Zoho Books waits for team review.
Ideal teams
Designed for teams that work in Zoho Books every day
This solution can be useful for organizations that receive financial documents, query accounting information regularly, and want to bring in AI while keeping approval over write operations.
Receive invoices and other financial documents as photos or PDFs.
Spend time moving information from files into Books.
Need to query financial information on a recurring basis.
Manage reconciliations, accounts receivable, or other accounting tasks.
Want to use AI without losing prior review over writing to Books.
Zoho Books + IC One to turn documents into prepared work
InterConnecta implements this capability inside IC One, combining a conversational interface, file processing, and information available in Zoho Books.
How much time does your team spend turning financial documents into tasks inside Zoho Books?