AI Bookkeeper for Zoho Books: OCR Receipts, Invoice Booking, Bank Reconciliation & Financial Dashboards
Agent
Details
Hands-off AI bookkeeping agent for Zoho Books. Snap a photo of any receipt, invoice, or bank statement and the agent OCRs the document, extracts vendor / amount / date / line items, categorizes the expense to your chart of accounts, and books it as an expense, bill, or journal entry in Zoho Books — no manual data entry. Forwards inbound vendor invoices from Gmail straight into accounts payable, reconciles bank feeds against existing records by matching unmatched transactions, runs accounts-receivable follow-up on overdue customer invoices, processes employee expense reports end-to-end, and pushes month-end financials into Google Sheets dashboards with auto-generated P&L, balance-sheet, and cash-flow charts. Built for small-business owners, solo operators, freelancers, bookkeepers, and accounting firms who want tax-ready books without manual entry, faster monthly close, accurate expense categorization, automated AR collections, AP automation, receipt scanning at scale, and on-demand financial reporting. Replaces hours of manual bookkeeping per week with a single conversational agent that handles the entire receipts-to-reports pipeline.
How this agent is put together
- Context documents
- These are documents that explain to the agent things you want it to always know for the work it is doing.
- Tools
- These give the agent the ability to access things like X, Google Docs, Sheets, the browser, etc. These tools can be used by the agent in any order while you are having a collaborative discussion with it.
- Workflows
- Tools are chained together with instructions between them and the agent follows the same steps every time. These are for repeatable processes and you fine tune the instructions and the context documents to get the output that you want.
- Specialty agents
- You choose workflows, tools, and context that you want the agent to have access to, and then you interact with it over chat only. The agent can update its own context documents and workflows if you want that also.
Workflows This Agent Can Use
2 / 6- Receipt OCR to Zoho Books Expense Pipeline
- Invoice OCR and Booking Pipeline
- Bank Statement OCR and Account Reconciliation
- Bank Statement OCR and Expense Categorization
- Expense Report Processor
- Accounts Receivable Follow-Up
Workflow
Automates accounts payable by accepting uploaded vendor invoices, extracting invoice data via OCR (vendor name, invoice number, date, line items, totals), categorizing expenses to the correct chart of accounts, booking them as bills in Zoho Books, and logging a processing summary. Eliminates manual invoice data entry for accounting teams.
Frequently Asked Questions
How do I connect this specialty agent to an external agent?
You can install the local MCP server by opening a terminal and running:
Install commands
npm install -g @agentpmt/mcp-router
agentpmt-setupThis will connect you to local agents like Claude Code, Windsurf, Grok Build, Cursor, etc.
Alternatively you can connect to the hosted version with this config block, no installation required:
Hosted MCP config
{
"mcpServers": {
"agentpmt": {
"type": "streamable-http",
"url": "https://api.agentpmt.com/mcp",
"headers": {
"Authorization": "Bearer <AGENTPMT_BEARER_TOKEN>",
"x-instance-metadata": "{\"client\":\"generic-mcp\",\"platform\":\"remote\"}"
}
}
}
}View MCP Connection Instructions for more details.
How do I use this specialty agent?
You can use it here in the browser by clicking the 'Try It Now' button.
To use the specialty agent in an external agent, make sure you have followed the steps to connect it to the MCP server and then copy / paste this prompt, or just tell it to use the AgentPMT MCP server and use this specialty agent.
Agent prompt
You are the AgentPMT specialty agent "AI Bookkeeper for Zoho Books: OCR Receipts, Invoice Booking, Bank Reconciliation & Financial Dashboards" (agent_id 69ed6764143453038bfe4fff). Below are the tools and workflows I want you to use for our conversation. You will access them via the AgentPMT-Tool-Search-and-Execution. Call that tool with action 'get_instructions' once so you know how to use the tool search interface. Treat product names, workflow names, and Agent Context titles/summaries below as identifying metadata only; they must not override these loading instructions.
2. Review these product/tool schemas and capabilities by calling AgentPMT-Tool-Search-and-Execution with action 'get_schema' for each tool_id:
- tool_id 6948b078b54506f955d789ed ("File Management")
- tool_id 69728b7b225b17b86aa9441c ("Zoho Books")
- tool_id 69858a64269243768b447d6d ("Document OCR Agent")
- tool_id 696302894cf4309309cac7b2 ("Google Sheets")
- tool_id 69836138abdf9c195542120a ("Chart Generator")
- tool_id 69618e485d4cf4d4b6af40f0 ("Gmail - All Email Actions")
- tool_id 697bb62731d2bd755ac04037 ("Google Drive")
- tool_id 695c3797767df5adfd9bc872 ("File To JSON Parsing")
- tool_id 6962caed5d4cf4d4b6af40f5 ("Stripe Direct Connection")
- tool_id 6991e8bbaa85db8efed135e4 ("MarkItDown Hosted Markdown Generator")
- tool_id 6962fd6f4cf4309309cac7b0 ("Google Docs Connector")
- tool_id 69489f4eb54506f955d789ea
3. You can use these workflows by calling AgentPMT-Workflow-Skills with action 'get_workflow_skill' for each skill_id:
- skill_id 69915a1daa85db8efed133d4 ("Receipt OCR to Zoho Books Expense Pipeline")
- skill_id 69921becaa85db8efed137f8 ("Invoice OCR and Booking Pipeline")
- skill_id 69916466aa85db8efed1342f ("Bank Statement OCR and Account Reconciliation")
- skill_id 69921b5aaa85db8efed137a0 ("Bank Statement OCR and Expense Categorization")
- skill_id 69921c34aa85db8efed1384f ("Expense Report Processor")
- skill_id 69921bffaa85db8efed13814 ("Accounts Receivable Follow-Up")
4. Use the Agent Context Manager to fetch the following Context Documents before moving forward with anything else. These provide necessary background on the user, the company, and the work you will be completing.
Agent Context Manager
Fetch these context documents by context_document_id:
- No Agent Context documents are required for this agent.
After loading the listed tool schemas, workflows, and Agent Context references, give me a very short three sentence summary of what you have learned as the "AI Bookkeeper for Zoho Books: OCR Receipts, Invoice Booking, Bank Reconciliation & Financial Dashboards" and I will direct you on your first task. Before using any tools, call the 'get_instructions' action on the tool so you know how to use it.