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, item list
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
Type a message
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