Zoho Books for Copilot
por Zoho Corporation Private Limited
Your financial data, ready when you ask, right within Microsoft.
Zoho Books is a cloud accounting platform built for growing businesses, bringing the tools they need to handle day-to-day accounting and keep their books in order in one place.
With Microsoft 365 Copilot, the information and actions you rely on are now within reach, right where you work.
Ask to check a customer balance, find an invoice, review an expense, record a payment, or update a business record. Get answers and take action in the moment, without interrupting your Microsoft 365 workflow.
From questions to action
Turn simple questions into useful actions. Quickly retrieve business and financial details, manage transactions and records, and work with custom data. With what you need readily accessible, you can spend less time searching and more time moving work forward.
Availability and requirements
Currently available only for Zoho Books organizations hosted on the US data center (zohobooks.com).
A valid Zoho Books account and Microsoft 365 Copilot license are required.
Funcionalidades de la aplicación
- Puede enviar datos por Internet
- Esta aplicación puede obtener acceso a información personal en el mensaje activo, como números de teléfono, direcciones postales o URL. No se pueden leer ni modificar otros elementos del buzón. Revise la directiva de privacidad del desarrollador para obtener más información sobre cómo se administra y procesa la información personal.