Zoho Books AI agent for Slack and Teams
Put Wopie to work in Zoho Books.
Wopie creates Zoho Books estimates and invoices, looks up customers and tells you who is paying late.
$100 in credits · No card needed
Rohan in #accounts
@wopie what's the status of Peak Fitness's last invoice?
Wopie Quoted 40 credits before starting
Invoice 1087 for $2,350 was sent on 2 October. It is 12 days overdue and no payment has been recorded.
Used 37 credits·Answered in #accounts
Rohan in #accounts
@wopie draft an estimate for Peak Fitness: 20 yoga mats at $18
Wopie Quoted 125 credits before starting
Estimate for $360 is drafted with tax added and a 30 day expiry. It has not been sent.
Used 115 credits·Waiting for your OK
Rohan in #accounts
@wopie record a $2,350 payment from Peak Fitness for invoice 1087
Wopie Quoted 65 credits before starting
Payment recorded against invoice 1087. The invoice now shows as paid and the customer balance is zero.
Used 60 credits·Updated in Zoho Books
Rohan in #accounts
@wopie delete the old contact for Greenleaf Cafe
Wopie Quoted 60 credits before starting
Greenleaf has 4 past invoices, so deleting would remove their history. I'll wait for your OK first.
Used 55 credits·Waiting for your OK
How Wopie works with Zoho Books.
Wopie is an AI agent that works in Zoho Books for you. You ask in Slack or Microsoft Teams. It looks up customers and invoices, drafts estimates, invoices and sales orders, and records a payment you tell it about. Anything sent to a customer or deleted waits for a person's OK.
- 1Ask in a channelWrite what you need in Slack or Microsoft Teams, the way you'd ask a teammate. No setup in Zoho Books.
- 2Wopie does the workIt tells you the credits first, then works in Zoho Books and your other tools, and posts the result in the thread.
- 3You stay in chargeAnything that reaches a customer, moves money or deletes data waits for your OK.
- Works in
- Slack and Microsoft Teams
- Connects
- Sign in to Zoho Books once
- Category
- E-commerce
- What it can do
- 26 Zoho Books actions: 16 look things up, 10 make changes
- Price
- $100 in free credits, then pay per job
Wopie uses Zoho Books with your other tools.
Ask for a result that needs more than one tool. Wopie pulls from Zoho Books, checks the rest and hands back one finished answer.
Everything Wopie can do in Zoho Books.
26 Zoho Books actions, in plain words. You never pick them yourself: ask for the result and Wopie chooses. 16 only look things up. The rest make changes, inside the access you give it.
- Create customerChanges
Creates a new customer.
- Create customer paymentChanges
Creates a new payment.
- Create employeeChanges
Creates an employee for an expense.
- Create estimateChanges
Creates a new estimate.
- Create invoiceChanges
Creates an invoice for your customer.
- Create itemChanges
Creates a new item.
- Create sales orderChanges
Creates a sales order.
- Delete contactChanges
Deletes a contact.
- Get invoiceLooks up
Gets the details of an invoice.
- Get itemLooks up
Gets the details of an item.
- List Account Id optionsLooks up
Gets available options for the Account Id field.
- List contactsLooks up
Safe in Zoho Books by default.
- Only what you share
Wopie sees only what your Zoho Books connection allows, and never more than the person who asked.
- Asks before it acts
Looking things up runs on its own. Anything that reaches a customer, moves money or deletes data waits for your OK.
- Every step on record
Each change it makes in Zoho Books is logged, with who asked and who approved it.
From owners using it
What owners are saying.
“Wopie.ai has transformed how I run the agency. Enquiries, follow-ups and everyday admin are easier to stay on top of, freeing me to focus on our clients and growth. It's simple to use, and the entire operation now runs more smoothly.”
Harcourts · Real estate
“Wopie.ai has genuinely changed how I run Aster Stayz. It saves me hours on everyday tasks, giving me more time to care for our guests and grow the business. It's simple to use and has made the entire operation feel far more manageable.”
Aster Stayz · Short-term rentals
More E-commerce integrations.
Wopie works in 3,200+ apps, and can use several in one job.
Zoho Books integration
Zoho Books questions, answered.
No. Estimates and invoices wait for your OK before they are sent.
Zoho Books and its logo belong to their owner and are shown only to say the two work together.