Integrations/Zoho Books
Z

Control what your AI agents do in Zoho Books.

Let your team build AI agents for Zoho Books. Bollard AI controls what each one can do, area by area.

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ZZoho Books
Bookkeeping Agent
Contacts Area of the booksOffReadFull use
Invoices Area of the booksOffReadFull use
Bills Area of the booksOffReadFull use
Delete records and payments
What agents can do

Set what each agent can do in every area of your books.

Each area of Zoho Books, like contacts, invoices, or bills, gets one of three levels: Off, Read, or Full use. Anything not allowed is denied.

Off
No access
The agent can't open that area or see what's in it.
Read
Read-only
The agent can read records in that area, like invoices or contacts. It can't change anything.
Full use
Create and update
The agent can create and update records in that area, like raising an invoice or adding a contact.

Some actions stay off until explicitly turned on

Each one removes records for good or records money, so it could override the limits set on individual areas.

Deleting invoices or contactsRecording or deleting customer paymentsChanging purchase orders
Set up & manage

Connect once. Manage everyone from there.

Connect once, then control access person by person. No new keys to hand out.

Step 1 · Set up

Connect once, company-wide

An admin connects your company's Zoho Books a single time. Bollard AI lays out the areas of your books, and anything you don't allow stays out of reach for every agent.

Step 2 · Manage

Control access per person and agent

From one dashboard, set what every person and their agents can reach. Change it any time, with no new keys for anyone.

OffNo access
ReadRead-only
Full useRead, create, and update records in a single area
Example

A bookkeeping agent.

A bookkeeping agent updates contacts and can read your invoices, but it can't delete records or record a payment.

Contacts Area of the booksOffReadFull use
Invoices Area of the booksOffReadFull use
Bills Area of the booksOffReadFull use

Manage access

ALLOWEDBookkeeping Agent updated a record in Contacts
ALLOWEDBookkeeping Agent read an invoice
BLOCKEDBookkeeping Agent tried to open Bills, denied by default

Monitor activity

The security model

Top-tier security.

Bollard AI is access control for AI agents. It sits between your agents and Zoho Books, so they never hold your Zoho Books keys and never reach Zoho Books directly.

Everything runs through Bollard AI

Agents send their requests to Bollard AI, not to Zoho Books. Bollard AI checks each one against your rules and passes only the allowed requests through.

Denied by default

Every area starts off-limits, and recording payments or deleting records is held back on top of that. An agent gets in only where you've allowed it, and anything Bollard AI doesn't recognise is refused and held for review, never waved through on a guess.

Your keys stay sealed

Your Zoho Books keys are sealed in a vault unique to your company and never shown again. Bollard AI unlocks them only for the instant an allowed request needs it.

Activity you can read

Every attempt is recorded in plain English: who or which agent, what they tried, which contact or invoice, and the decision. The record is readable and can't be edited after the fact.

Questions

Zoho Books, answered.

Does connecting Zoho Books hand Bollard AI your whole books?+
Only the areas you allow. An admin connects your Zoho Books, and you decide which areas, like contacts or invoices, each agent can reach. Bollard AI doesn't browse or copy your books. It sits in front of them and checks every request the agents make, passing or blocking each one.
Can an agent delete records or record payments?+
Not unless you turn it on. Deleting invoices and contacts, and recording customer payments, are held off by default, so an agent can raise invoices and manage contacts without ever removing records or recording money, until you explicitly allow it.
Can an agent see more than the person who owns it?+
No. An agent reaches only what its owner reaches. An explicit Off always overrides an inherited permission.
Where do our Zoho Books keys live?+
Sealed in an encrypted vault, behind a key unique to your company. It's never shown again once connected, and Bollard AI unseals it only for the instant an allowed request needs it.
What happens when an agent tries something it's not allowed to do?+
Bollard AI blocks the request before it reaches Zoho Books, and the blocked attempt lands in the activity record with the reason.
How do we connect Zoho Books?+
An admin connects the company's Zoho Books once. Bollard AI seals the connection and lays out the areas of your books to set rules for. From then on, all management happens in the Bollard AI dashboard.
Early access

Put your team's agents to work in Zoho Books, without the risk.

We're onboarding our first development partners now. Tell us about your setup and we'll be in touch.

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