AITA Collections for Zoho Books
Collections that
move on their own.
AI Agent to automate accounts receivable.
83%
of the operational process automatedCollections that
Impact
10 of 12 stages automated
ProcessWithout AITAWith AITA Collections
Identify accountsManual✓ Automated
Review invoice and balanceManual✓ Automated
Select accountsManualTeam intervention
Assign accountsManualTeam intervention
Prepare contactManual✓ Automated
Make callManual✓ Automated
Manage conversationManual✓ Automated
Log resultManual✓ Automated
Define next contactManual✓ Automated
Make new contactManual✓ Automated
Email follow-upManual✓ Automated
Check statusManual✓ Automated
The shift
From executing every stage to managing the process.
Without AITA
Identify
Review
Prepare
Call
Log
Contact again
With AITA Collections
Zoho Books
AITA Collections
Contact
Result
Next action
The solution
AITA Collections
AI Agent to automate accounts receivable.
AITA Collections automates overdue payment follow-up using the information available in Zoho Books.
How it works
From outstanding balance to next action.
Zoho Books
Customer · Invoice · Outstanding Balance
AITA Collections
Assigned accounts and contact rules
AI Voice Call
Call and conversation
Result
Interaction log
Next Call
Next contact
Follow-up
New call or email
The agent
Configured to operate according to your process.
Configuration determines how and when the agent operates.
Operation
Defines the agent's availability and work rules.
Hours
Days
Maximum calls
Queue rules
Conversation
Customize how the agent communicates.
Voice
Language
Prompt
Knowledge Base
Data and integrations
Connect the agent to your data and tools.
Assigned accounts
Call Settings
Webhooks
Zoho Books
Control
Every interaction is recorded.
Accounts
Active accounts3
Follow-ups today5
Upcoming calls3
CustomerTotal DueLast CallLast OutcomeNext CallLast Follow-up Email
Acme Corp.$12,400TodayPromise to payJan 15Today›
Global Industries$8,230Jan 10RescheduleJan 17Jan 10›
Tech Solutions$3,950Jan 9No answerJan 16Jan 9›
Automation to execute. Information to manage.
Integration
Zoho Books + AITA Collections
Account information feeds the follow-up process directly.
Zoho Books
Customer · Invoice · Outstanding Balance
AITA Collections
AI Agent
AI Voice
Contact + conversation
Payment Follow-up
Follow-up
Next Call
Next action
Operating model
AITA executes. The team decides.
AITA Collections
ContactsCallsManages conversationsLogsSchedulesSends follow-ups
Team
Selects accountsAssigns accountsIntervenes when needed
Collections that move on their own.
AITA Collections for Zoho Books
10 of 12 stages automated.
Automate follow-up. Keep control.
Let's talk about AITA Collections →
AITA Collections for Zoho Books
Collections that
move on their own.
AI Agent to automate accounts receivable.
83%
of the operational process automatedImpact
10 of 12 stages automated
ProcessWithout AITAWith AITA Collections
Identify accountsManual✓ Automated
Review invoice and balanceManual✓ Automated
Select accountsManualTeam intervention
Assign accountsManualTeam intervention
Prepare contactManual✓ Automated
Make callManual✓ Automated
Manage conversationManual✓ Automated
Log resultManual✓ Automated
Define next contactManual✓ Automated
Make new contactManual✓ Automated
Email follow-upManual✓ Automated
Check statusManual✓ Automated
The shift
From executing every stage to managing the process.
Without AITA
Identify
Review
Prepare
Call
Log
Contact again
With AITA Collections
Zoho Books
AITA Collections
Contact
Result
Next action
The solution
AITA Collections
AI Agent to automate accounts receivable.
AITA Collections automates overdue payment follow-up using the information available in Zoho Books.
How it works
From outstanding balance to next action.
Zoho Books
Customer · Invoice · Outstanding Balance
AITA Collections
Assigned accounts and contact rules
AI Voice Call
Call and conversation
Result
Interaction log
Next Call
Next contact
Follow-up
New call or email
The agent
Configured to operate according to your process.
Configuration determines how and when the agent operates.
Operation
Defines the agent's availability and work rules.
Hours
Days
Maximum calls
Queue rules
Conversation
Customize how the agent communicates.
Voice
Language
Prompt
Knowledge Base
Data and integrations
Connect the agent to your data and tools.
Assigned accounts
Call Settings
Webhooks
Zoho Books
Control
Every interaction is recorded.
Accounts
Active accounts3
Follow-ups today5
Upcoming calls3
CustomerTotal DueLast CallLast OutcomeNext CallLast Follow-up Email
Acme Corp.$12,400TodayPromise to payJan 15Today›
Global Industries$8,230Jan 10RescheduleJan 17Jan 10›
Tech Solutions$3,950Jan 9No answerJan 16Jan 9›
Automation to execute. Information to manage.
Integration
Zoho Books + AITA Collections
Account information feeds the follow-up process directly.
Zoho Books
Customer · Invoice · Outstanding Balance
AITA Collections
AI Agent
AI Voice
Contact + conversation
Payment Follow-up
Follow-up
Next Call
Next action
Operating model
AITA executes. The team decides.
AITA Collections
ContactsCallsManages conversationsLogsSchedulesSends follow-ups
Team
Selects accountsAssigns accountsIntervenes when needed
Collections that move on their own.
AITA Collections for Zoho Books
10 of 12 stages automated.
Automate follow-up. Keep control.
Let's talk about AITA Collections →
AITA Collections for Zoho Books
Collections that
move on their own.
AI Agent to automate accounts receivable.
83%
of the operational process automatedImpact
10 of 12 stages automated
ProcessWithout AITAWith AITA Collections
Identify accountsManual✓ Automated
Review invoice and balanceManual✓ Automated
Select accountsManualTeam intervention
Assign accountsManualTeam intervention
Prepare contactManual✓ Automated
Make callManual✓ Automated
Manage conversationManual✓ Automated
Log resultManual✓ Automated
Define next contactManual✓ Automated
Make new contactManual✓ Automated
Email follow-upManual✓ Automated
Check statusManual✓ Automated
The shift
From executing every stage to managing the process.
Without AITA
Identify
Review
Prepare
Call
Log
Contact again
With AITA Collections
Zoho Books
AITA Collections
Contact
Result
Next action
The solution
AITA Collections
AI Agent to automate accounts receivable.
AITA Collections automates overdue payment follow-up using the information available in Zoho Books.
How it works
From outstanding balance to next action.
Zoho Books
Customer · Invoice · Outstanding Balance
AITA Collections
Assigned accounts and contact rules
AI Voice Call
Call and conversation
Result
Interaction log
Next Call
Next contact
Follow-up
New call or email
The agent
Configured to operate according to your process.
Configuration determines how and when the agent operates.
Operation
Defines the agent's availability and work rules.
Hours
Days
Maximum calls
Queue rules
Conversation
Customize how the agent communicates.
Voice
Language
Prompt
Knowledge Base
Data and integrations
Connect the agent to your data and tools.
Assigned accounts
Call Settings
Webhooks
Zoho Books
Control
Every interaction is recorded.
Accounts
Active accounts3
Follow-ups today5
Upcoming calls3
CustomerTotal DueLast CallLast OutcomeNext CallLast Follow-up Email
Acme Corp.$12,400TodayPromise to payJan 15Today›
Global Industries$8,230Jan 10RescheduleJan 17Jan 10›
Tech Solutions$3,950Jan 9No answerJan 16Jan 9›
Automation to execute. Information to manage.
Integration
Zoho Books + AITA Collections
Account information feeds the follow-up process directly.
Zoho Books
Customer · Invoice · Outstanding Balance
AITA Collections
AI Agent
AI Voice
Contact + conversation
Payment Follow-up
Follow-up
Next Call
Next action
Operating model
AITA executes. The team decides.
AITA Collections
ContactsCallsManages conversationsLogsSchedulesSends follow-ups
Team
Selects accountsAssigns accountsIntervenes when needed
Collections that move on their own.
AITA Collections for Zoho Books
10 of 12 stages automated.
Automate follow-up. Keep control.
Let's talk about AITA Collections →