As a certified Zoho Partner, 1 Cloud Consultants is pleased to announce significant enhancements arriving in Zoho Books. We view these new AI capabilities not as passing trends, but as practical, powerful tools that will genuinely elevate and streamline your finance workflows.

Here is a consolidated look at what's currently Live and what's available for Early Access. If you'd like to gain Early Access to any of the features detailed below, please contact us..

Key AI Features: Now Live

These features are already available to help streamline your operations today.

1. Invoicing Agent: Spot Risks, Act Faster 

Status: Live | Plan: Free

You may have noticed a smart summary appearing at the top of your invoice module. This feature uses AI to analyse typical customer payment history and cash collection patterns to provide instant, actionable insights.

• What it does: Notifies you of high-risk customers and provides the total overdue amount.
• How it helps:

• Allows you to prioritise follow-ups with a single click.
• Reduces cash flow blockages by quickly identifying slow payers.
• Facilitates easy bulk reminder emails without manual filtering or navigating to separate reports like the AR aging summary. The email with sample text is ready to send instantly.

2. Email with Zia: AI-Powered Template Creation

Status: Live | Plan: All

Quickly generate professional email content for templates using a simple natural language prompt.

• How it works: Simply type a request, such as: "Create a professional email about an attached invoice for a recent purchase."
• Refinement: If the draft doesn't fully meet your needs, select any line or section to refine it with another instruction (e.g., rephrase, expand, shorten, or adjust the tone).
• Access: Find the “Email with ZIA” button within the email template editor in Settings.

Early Access Features: Sharpen Your Decision-Making

These advanced tools are currently in Early Access and are set to further revolutionise reporting and data management.

Enhanced Reporting and Analysis

These features are accessible within the Reports module, helping you transition from data visualisation to deep analysis, forecasting, and surfacing actionable insights.

Ask Zia [Beta]: Your Virtual Data Assistant

Status: Early Access | Edition: All

Ask Zia is your virtual assistant, providing contextual answers based on your organization's data.

• Ask natural questions: "How does my cash flow look?" or "Which invoices will be overdue in 5 days?"
• Trigger actions: You can initiate operations directly from the response, such as "Create a customer {CustomerName}" or "WriteOff the Invoice - InvoiceNumber."

CoCreate: Natural Language Record Creation

Status: Early Access | Editions/Plans: All

The CoCreate Agent is an AI assistant that creates records (currently invoices and custom reports) from simple prompts.

• Invoice Example: Type "Create an invoice for John for 2 bikes priced at 300000 each," and the AI fills in line items, customer details, and amounts in real-time. You can intervene, edit, and save at any point.
• Custom Reports: Give a prompt, and the agent selects and arranges data into a custom report.

AI in Custom Field Creation

Status: Early Access | Plans: Elite and Ultimate

This feature leverages AI to make using custom fields faster, smarter, and more contextual by performing sophisticated data analysis:

• Keyword Extraction: Pulls key terms from multi-line text.
• Sentiment Analysis: Detects the tone in notes (customer or internal).
• Object Detection/Image Description: Identifies items within uploaded images or produces clear captions.
• OCR: Extracts text from images for searchable, structured data.

Blueprint Generation with AI

Status: Early Access | Plan: Elite and Ultimate | Editions: All

Blueprint, used in custom modules to set up workflow states and transitions, can now be built using a plain language prompt. The AI generates the required states and transitions based on your input.

Bank Reconciliation Agent

Status: Early Access | Editions/Plans: All

Zia-Assisted Transaction Categorization speeds up manual reconciliation.

• How it works: When you start manual categorization for an uncategorised transaction, Zia pre-fills key fields (contact name, amount, type) based on past patterns.
• Control: You can review, edit, and instantly save the auto-filled details, keeping you fully in control while saving time.