HOW IT WORKS

From Invoice Chaos to Automated Bliss

See exactly how ZapBooks AI transforms your invoice processing from manual data entry to automated workflows.

01

One-Time Setup

Connect your accounts and configure your workflow in just 5 minutes.

Sign up with work email
Connect Zoho Books via OAuth
Configure WhatsApp number
Set up email forwarding

💡 Our team helps you with setup - free of charge.

02

Send Invoices Your Way

Multiple input channels to suit your workflow.

Forward via WhatsApp
Forward via Email
Upload to dashboard
Bulk Excel import

💡 PDF, images, voice notes - we handle it all.

03

AI + Human Processing

Our AI extracts data, human experts validate every field.

AI extracts vendor, date, amount, line items
GST details auto-detected
Trained accountant reviews all data
Quality check before approval

💡 Average processing time: 30 seconds to 5 minutes.

04

Review & Approve

Role-based approval workflows ensure proper oversight.

Employee submits
Approver reviews
Accountant finalizes
Full audit trail maintained

💡 Customize workflows to match your hierarchy.

05

Auto-Sync to Books

Seamless integration with your accounting software.

Zoho Books: Auto-sync every 2 minutes
Tally Prime: One-click Excel export
All GST details correctly formatted
Complete audit trail preserved

💡 No more manual data entry. Ever.

INTERACTIVE DEMO

Watch the Complete Workflow

Step through the entire process — from sending an invoice on WhatsApp to seeing it in your books.

Step 1: Send via WhatsApp

Just forward your invoice to the ZapBooks WhatsApp number. No app download needed — works from any phone.

ZapBooks AI

ZapBooks AI

online

Today

invoice_star_electronics.pdf

PDF • 245 KB

10:32 AM

Please process this invoice from Star Electronics

10:32 AM

ZapBooks AI Bot

📄 Invoice received! Processing with AI...

10:32 AM

ZapBooks AI Bot

📊 Extracted Data:

Vendor:Star Electronics Pvt Ltd
Amount:₹67,800.00
GST:27AABCS1234F1ZP
Date:08 Feb 2026
Category:Electronics & Equipment
10:33 AM

ZapBooks AI Bot

✅ Invoice processed successfully! Data has been extracted and is ready for review in your dashboard.

10:33 AM
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ROLE-BASED WORKFLOWS

Built for Every Role in Your Team

Each role gets a customized dashboard with exactly the features they need.

Super Admin

System-wide control and oversight

  • User management
  • Accountant management
  • System statistics
  • Global settings

Accountant / Admin

Full accounting access and control

  • Chart of accounts management
  • Financial reports
  • Multi-company support
  • Full sync control

Approver

Review and approve submissions

  • Approval queue
  • Bulk approve/reject
  • Expense oversight
  • Mobile notifications

Employee

Submit and track expenses

  • WhatsApp submission
  • Track approval status
  • View reimbursements
  • No app needed

Ready to Automate Your Invoice Processing?

Join 50+ accounting teams already saving 40+ hours monthly with ZapBooks AI. Start your free trial today - no credit card required.

30-day free trial. No credit card required. Cancel anytime.

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