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DuckyHelper in Zoho books

DuckyHelper sees Zoho books on your screen and, in early access, works in it with its own cursor to create and email invoices, record expenses, track customer payments, categorize bank transactions, and manage contacts and estimates. It's built to ask before it sends or pays, and explains or draws on Zoho books when you want to learn it.

Try asking
  • “List the invoices and add an invoice comment”
  • “Create a contact in Zoho books”
  • “Show me how to create a recurring invoice”

Press fn (Ctrl+Shift+Space on Windows and Linux) and ask out loud. Doing the work for you is early access on Mac.

Download for freeSee how it works
Invoices in Zoho booksDone in 7sExample
List the invoices and add an invoice comment
  1. Listed the invoices in Zoho books
  2. Created a recurring invoice
  3. Add an invoice comment

It's ready in Zoho books. Nothing goes out until you press Send.

Zoho books
7s · 1 app
Zoho booksCommentNeeds your OK
Looks good to me. One question on the second point.

Drawn from Zoho books's own actions · early access on Mac

WHAT TO ASK

Things you can ask it to do in Zoho books

Each one is something Zoho books itself lets you do, said the way you'd ask. Questions about your screen work today; having it do the job is early access on Mac.

Ask about it

Works today

It sees your screen, answers out loud and draws on it.

  • “Explain this invoice to me”
  • “Where do I find the bill payments in Zoho books?”
  • “Show me how to create a recurring invoice”
  • “What does this button do?”
  • “Walk me through this screen”

Read and find

Early access

It opens Zoho books and looks things up for you.

  • List the invoices
  • List the contacts
  • List the bill payments
  • List the vendor payments
  • List the invoice payments
  • List the customer payments
  • List the retainer invoices
  • List the estimates
Show all 97
  • List the expenses
  • List the bank transactions
  • List the contact refunds
  • List the contact comments
  • List the expense comments
  • List the vendor payment refunds
  • List the customer payment refunds
  • List the contact persons
  • List the recurring invoice history
  • List the Estimate Comments & History
  • List the invoice comments and history
  • Look up an invoice
  • List the bills
  • List the items
  • List the bank rules
  • Read an invoice email
  • Look up a contact
  • Look up the matching bank transactions
  • Read an estimate email
  • List the sales orders
  • Look up a recurring invoice
  • List the credit note refunds
  • List the purchase orders
  • List the vendor credit refunds
  • List the bank accounts
  • Look up an estimate
  • List the projects
  • Look up an expense
  • List the locations
  • List the users
  • List the currencies
  • List the recurring bill history
  • List the reporting tags
  • List the vendor credits
  • List the bill comments and history
  • List the project users
  • Read the contact statement mail
  • List the bank account statements
  • List the credit notes
  • List the sales receipts
  • List the employees
  • List the tasks
  • Look up a contact address
  • Look up an invoice attachment
  • List a chart of account transactions
  • List the fixed assets
  • List the item details
  • List the Sales Order Comments & History
  • List the base currency adjustments
  • List the fixed asset types
  • Look up a contact person
  • Look up the sales order email content
  • List the organizations
  • Read a credit note
  • List an invoice credits applied
  • Look up the payment reminder mail content
  • List the invoice templates
  • List the estimate templates
  • Look up all tag options
  • Look up a bill
  • Look up an item
  • List a chart of accounts
  • Look up a sales order
  • Look up a purchase order
  • Look up a bill attachment
  • Look up a vendor credit refund
  • Look up a bank account
  • Export an invoices PDF
  • Export an estimates PDF
  • Look up a sales order attachment
  • Look up a project
  • Look up a currency
  • Look up a user
  • Look up a project user
  • List the journal templates
  • Look up a financial statement
  • Look up a last imported statement
  • Look up a chart of account
  • Look up a journals list
  • Export a sales orders PDF
  • Look up a journal credits list
  • Look up an account transaction report
  • Look up a base currency adjustment
  • Look up an opening balance
  • Look up an organization
  • Look up a detailed general ledger
  • List the taxes
  • List the tax exemptions
  • Look up a template

Write and send

Early access

It's built to ask before anything is sent or paid.

  • Create a contact
  • Create a vendor payment
  • Create a recurring invoice
  • Create an invoice from sales order
  • Create an expense
  • Create a bank transaction
  • Create a recurring expense
  • Update an invoice
Show all 97
  • Send a contact email
  • Update a contact
  • Add a contact address
  • Add an invoice comment
  • Write off invoice
  • Update an estimate
  • Create a customer payment refund
  • Mark an invoice as sent
  • Send a payment reminder
  • Resume a recurring invoice
  • Send a bulk invoice reminder
  • Mark a contact as active
  • Mark a contact as inactive
  • Accept an estimate
  • Create a contact person
  • Update a bank transaction
  • Mark an estimate as sent
  • Add a bill comment
  • Create an item
  • Add a project comment
  • Add a sales order comment
  • Add a bill attachment
  • Add a vendor credit comment
  • Create a recurring bill
  • Add a purchase order comment
  • Create a bank account
  • Update a vendor payment refund
  • Update an invoice shipping address
  • Update an estimate shipping address
  • Create a project
  • Create a currency
  • Create a location
  • Create a user
  • Create a reporting tag
  • Create a vendor credit
  • Update a contact person
  • Create a journal
  • Create a bank account rule
  • Create a sales receipt
  • Create an employee
  • Update an item
  • Enable a contact payment reminder
  • Enable an invoice payment reminder
  • Update a vendor bill
  • Update a sales order
  • Create a chart of account
  • Apply the credits to an invoice
  • Update a credit note refund
  • Update a recurring bill
  • Create a time entry
  • Import the bank statements
  • Update a purchase order comment
  • Create an exchange rate
  • Update a project
  • Update a sales order shipping address
  • Update a currency
  • Update a location
  • Mark an item as active
  • Mark an item as inactive
  • Update a reporting tag
  • Update a journal
  • Copy a project
  • Update an invoice attachment preference
  • Enable a contact portal
  • Mark a retainer invoice sent
  • Apply the credits to a bill
  • Mark a location as inactive
  • Mark a user as inactive
  • Apply a credit note to an invoice
  • Mark a reporting tag as active
  • Mark a reporting tag as inactive
  • Mark a bill void
  • Mark a tag option as inactive
  • Mark a project active
  • Mark a location active
  • Mark a sales order void
  • Mark a tag option active
  • Mark a vendor credit void
  • Convert a purchase order to a bill
  • Mark a reporting tag default option
  • Mark a bill open
  • Update the reporting tag options
  • Update a sales order attachment preference
  • Update an invoice template
  • Update an estimate template
  • Mark a location primary
  • Update a recurring invoice template
  • Update a sales order template
  • Update the custom fields in an item

Manage

Early access

It tidies up and changes things in Zoho books.

  • Void an invoice
  • Delete an invoice
  • Delete a contact
  • Delete a bill payment
  • Delete a vendor payment
  • Delete a customer payment
  • Delete an invoice payment
  • Delete a recurring invoice
Show all 59
  • Delete an estimate
  • Delete the bulk vendor payments
  • Delete the bulk customer payments
  • Delete an expense
  • Delete a bank transaction
  • Delete a contact address
  • Delete an invoice comment
  • Delete a customer payment refund
  • Delete an invoice attachment
  • Delete a contact person
  • Disable a contact payment reminder
  • Disable an invoice payment reminder
  • Delete an expense receipt
  • Delete a bill
  • Delete an item
  • Delete a bill comment
  • Delete a project comment
  • Update a user
  • Delete a credit note refund
  • Delete a purchase order
  • Delete a recurring bill
  • Delete a credit note comment
  • Delete a sales order comment
  • Delete a bill attachment
  • Delete a vendor credit refund
  • Delete a bank account
  • Delete a purchase order comment
  • Deactivate a bank account
  • Update a project user
  • Delete an invoice document
  • Delete a chart of account transaction
  • Delete a currency
  • Delete a location
  • Delete a purchase order attachment
  • Delete a vendor credit
  • Delete a journal
  • Delete the journals
  • Delete a credit note
  • Delete a bank account rule
  • Delete a sales receipt
  • Delete an employee
  • Delete a chart of account
  • Delete a time entry
  • Delete a project task
  • Delete an exchange rate
  • Delete a journal document
  • Update an organization
  • Update an invoice billing address
  • Update an estimate billing address
  • Update a sales order billing address
  • Update a purchase order billing address
BUILT TO ASK FIRST

It's built to wait for your OK in Zoho books.

When a job ends in “Add an invoice comment”, it does the work, and is built to stop with it ready. You see exactly what it wrote and where it goes, then Send, Edit or Deny.

It works in Zoho books signed in as you. If it hits a sign-in, you sign in yourself: it's built not to type your passwords or card numbers.

Zoho booksCommentNeeds your OK
Looks good to me. One question on the second point.

Example draft · early access on Mac

MAKE IT ALWAYS ON

Do it once. Then let it repeat.

When it's done, it offers to keep an eye on Zoho books for you: every weekday morning it looks, then tells you what's new.

Each run is still built to ask before it sends or pays. Turn it off or change it any time in Work › Automations.

Make this automatic?Schedule
New invoices in Zoho books
WhenEvery weekday at 9:00 AM
DoesList the invoices
ThenTells you what's new

Always on · early access on Mac

Guide

Use two Zoho books accounts with DuckyHelper and tell it which window to work in.

Read the guide

Why Use DuckyHelper?

Works in Zoho books like you do

  • Early access: it sees Zoho books on your screen and works in it with its own cursor, while you keep using yours
  • Nothing to set up: it works in Zoho books signed in as you
  • Finishes multi-step jobs across Zoho books and your other apps

Built to ask before it sends or pays

  • Built to ask first before it sends a message or pays for anything
  • Built not to type your passwords or card numbers for you
  • It listens and looks only while the pill is open

Shows you, not just tells you

  • Explains Zoho books out loud and draws right on your screen
  • Works it out with you on a blackboard when you want to learn it

Always there, in every app

  • Press one key in any app and ask out loud: fn on a Mac, Ctrl+Shift+Space on Windows and Linux
  • Runs jobs on a schedule (early access)
  • For Mac, Windows and Linux

Want it in every app you use?

One account works in every app on your computer. Try it for 10 minutes, no card, then pick a plan.

SEE PRICING
FAQ

Frequently asked questions

On your screen, the way a person at your computer would. Press fn (Ctrl+Shift+Space on Windows and Linux) and ask about what you see in Zoho books: it answers out loud and can draw on Zoho books to show you where things are. In early access on Mac it also works in Zoho books with its own cursor, signed in as you, while you keep using yours.

For example: “List the invoices and add an invoice comment” and “Create a contact in Zoho books”. Or ask about what you see: “Show me how to create a recurring invoice”. Doing the work for you is in early access on Mac.

No. Open Zoho books and sign in yourself, the way you always do. DuckyHelper works in the window you have open, signed in as you. It's built not to type your passwords or card numbers for you.

It's built to ask first before it sends a message or pays for anything, and to wait for your yes. It may not recognize every send or payment, so keep an eye on tasks that involve messages or money.

In Zoho books, a job that ends in “Add an invoice comment” is built to stop there for your OK: Send, Edit or Deny.

Yes. Press one key and ask out loud. It answers out loud while you keep working, draws on your screen to show you where things are, or works it out with you on a blackboard.

Yes. DuckyHelper works in any app on your computer, so one job can move between Zoho books and the other apps and pages you use.

Doing the work for you is new and in early access on Mac. Asking out loud, drawing on your screen and the blackboard work today on Mac, Windows and Linux.

No. It listens and looks only while the pill is open. When the pill is closed, nothing is heard or seen.

No, there is no charge per app. Try DuckyHelper for 10 minutes with no card. Plus is $20 a month, $14 a month for your first 3 months. See pricing.

Mac (Apple silicon, macOS 14 or later), Windows and Linux. Download DuckyHelper.

No. DuckyHelper is made by MingLLM, Inc. and is not affiliated with or endorsed by Zoho books. It works in Zoho books the same way you do, on your screen.

Try it in Zoho books.Press one key and ask.

It sees Zoho books, explains it out loud and does the work with you.Try it for 10 minutes, no card.

Download DuckyHelper
Questions and jobs

Do anything

Ask it a question or hand it a job, in any app.

Doing jobs for you is in early access on Mac. Asking works on Mac, Windows and Linux.