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Zoho Books · Integration

PaperOffice AI for Zoho Books

Planned: read supplier invoices attached to draft vendor bills in Zoho Books and fill empty bill fields. This extension is still being built.

Coming soonBuilt and not yet published in the store. This page describes how it will work.

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Features

What it does

Planned behavior, not yet available:

  • A button on the bill detail page, "Read with PaperOffice AI", sends the attached invoice for reading.
  • Fills only empty fields of draft vendor bills (supplier, invoice number, date, due date; line items only if the bill has none). Existing values are never overwritten.
  • Shows warnings if net plus VAT does not match the total, if the invoice total differs from the bill total, or if the IBAN differs from the supplier's known bank details.
  • Reading again asks for confirmation first, because it is billed again.
  • Checking the result of a reading adds no further processing.
  • The PaperOffice AI user token is kept in a Zoho connection, not in a field.

Document processing (OCR, extraction, classification) runs on PaperOffice's own hardware in its own data center in Spain (EU), without external AI providers.

Limits: this is a plan, not a release. Details may change, and the extension has not been tested in Zoho yet. Only Zoho organization admins can install extensions, and availability depends on your Zoho Books edition. Zoho data centers differ by region.

Setup

Set up in a few steps

  1. Install the extension as a Zoho Books admin once it is available.
  2. In PaperOffice AI, create a User token (po_ut_…) under Account → API.
  3. Enter the token when connecting the extension.
  4. Turn on reading in the extension settings. It is off by default.
  5. Open a draft bill with an attachment and choose Read with PaperOffice AI.

Planned steps:

FAQ

Questions and answers

Is the extension available yet?

No. It is being built and will only be submitted after testing. PaperOffice AI is an independent product and is not affiliated with Zoho.

Will it change my existing bills?

No. It is designed to fill empty fields only and to report differences as warnings.

What does it cost?

No specific plan is required. Usage is billed to your PaperOffice AI account as usual.

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A personal access link will be sent to the email address provided.

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How would you like to use PaperOffice?

Computer and smartphone are connected: workspace on the computer, capture on the phone.

Where would you like to start?

The full workspace is optimized for the computer. The mobile version is for capturing, reviewing, and approving documents.

Register free app.paperoffice.ai

Start on the computer

A personal access link will be sent to the email address provided.

Open PaperOffice Mobile

Capture and work with documents directly on the smartphone.

Open mobile version