Patricia works your Zoho Books.
Ask her in Slack. She reads the ledger, chases the overdue invoices, and drafts the new ones, but nothing that moves money sends without your yes.
@Pati how did the month land, and who still owes us?
June came in at $68,300 revenue against $46,900 in expenses. Two receivables need a nudge:
- Fernbrook: $4,200 invoice, 29 days overdue
- Northwind: $3,100 invoice, due in 6 days, on track
- Want me to draft a reminder for Fernbrook? I will hold it until you approve.
Draft it, and pull me the P&L for the partners.
Reminder is drafted and waiting for your yes before it goes to Fernbrook. Here is June's profit and loss, income and expenses broken out by account.
Patricia + Zoho books
What she does in Zoho books.
Real actions she takes on your say-so, not a list of API endpoints.
Read the books like a bookkeeper
Profit and loss, balance sheet, and cash position pulled on demand and answered in the channel, so you know where the month stands without opening Zoho Books.
Chase overdue invoices
Aged receivables surfaced in Slack, which client owes what and for how long, so nothing slips past 30 days unnoticed and unpaid.
Draft invoices and estimates
She builds the invoice or estimate from the contact and the amount, ready for your review. It sends only after you approve, never on her own.
Keep contacts and bills current
New customers and vendors added, addresses and details kept accurate, and bills and purchase orders read, so your payables and receivables reflect who you actually work with.
Answer the money questions on the spot
What a client has paid, what a vendor is owed, how this month compares to last, pulled from the ledger without a finance back-and-forth.
Keep money-moving locked behind approval
Sending an invoice, recording a customer payment, or applying a credit note is drafted and shown to you first. Nothing that moves money happens until you say yes in Slack.
Say it like you'd say it
Things to ask her on day one.
How did we close last month on profit and loss?
Which client invoices are overdue, and by how many days?
Draft an invoice for Fernbrook's June retainer for me to review before it sends
What's our cash position right now?
Pull the P&L for the partners with income and expenses by account
Better together
Zoho books is one hand. Give her the other.
Patricia's value compounds when the whole workflow lives with her, not just one tool.
Setup
Zoho books, connected in minutes.
Add Patricia to Slack
She joins your workspace like any teammate. Two minutes, no engineering.
Today at 9:00 AM
Connect Zoho Books
One OAuth click reaches the organization you name. She gets only the access you approve, and you can disconnect her anytime.
Zoho books connected
Ask
Mention @Pati with the question. Reads and reports happen on their own; anything that moves money waits for your yes.
@Pati How did we close last month on profit and loss?
On it.
FAQ
Zoho books questions, answered.
What can Patricia actually do in Zoho Books?
She reads profit and loss, balance sheet, contacts, bills, purchase orders, and bank transactions, and drafts invoices and estimates. Reads and reports are instant; sending an invoice or recording a payment waits for approval.
Will she send an invoice or record a payment on her own?
No. Sending an invoice, recording a customer payment, or applying a credit note is drafted and shown to you in Slack first, and happens only after your explicit yes. Reading the books and chasing receivables run on their own.
Which Zoho Books plan do we need?
Any Zoho Books organization works. She connects through Zoho's official OAuth flow, the same way other approved apps do, and only sees the organization you connect.
We keep separate books per client. Does that stay separate?
Yes, that is the setup she expects at an agency. Connect the books you run for each client and their invoices, bills, and reports stay walled off from every other client.
What does the Zoho Books integration cost?
Nothing extra. Every integration is included, on every plan.
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Everybody deserves a Patricia.
She handles the mess. You keep the clients. See what changes in your first week.
Pick a time that works for you. You get a live walkthrough of Patricia on real agency work, and every question answered.