Zoho Books
Scope
A clear overview of what data Antei syncs from and sends to Zoho Books, and how it’s used.
Zoho Books – Integration Scope
Antei integrates with Zoho Books to ingest financial, expense, and invoicing data, enabling automated reconciliation, tax mapping, and reporting across jurisdictions.Syncing Scope
The following data is synced securely from Zoho Books into Antei.| Data Type | Description | Frequency |
|---|---|---|
| Contacts | Customer and vendor records with tax IDs and metadata | Every 1 hour |
| Orders | Sales orders, fulfillment status, and associated customer info | Every 1 hour |
| Invoices | Invoice data, due dates, line items, and tax amounts | Every 1 hour |
| Expenses | Organization-level expenses and vendor payments | Every 1 hour |
| Items | Product/service catalog with pricing and tax applicability flags | Every 1 hour |
✓ Note: This is a read-only integration. No data is written back to your Zoho Books account.
Actionable Scope
Antei does not currently perform any outbound actions through Zoho Books.| Action Type | Description | Trigger Source |
|---|---|---|
| – | No outbound actions supported | – |
✓ Info: The Zoho Books integration is used for tax automation and reconciliation analysis only.
Data Access & Security
Antei uses encrypted, tokenized API access with Zoho Books. Only read-only scopes are requested, and no sensitive billing credentials or bank-level data is accessed.All sync operations are logged and traceable via Antei’s internal audit log system. You can revoke access from Zoho at any time.→ Review our Data Privacy Policy