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FINANCE · KELEVO AI AGENT

Bill Capture Agent

Reads vendor bills from email or uploads, matches them to purchase orders and books them in Zoho Books with the right accounts and GST.

Built on Zoho Zia AgentsHuman approval built inWorks 24×7
Bill Capture AgentSample run · live simulationWorking · step 1 of 7
TRIGGER
Vendor bill arrives at the bills inbox as a PDF
Zoho Mail
REASONING
Reading vendor, GSTIN, line items and tax
ACTION
Matched to PO-1187: quantities agree, no price variance
Zoho Inventory
ACTION
Created the bill with accounts and GST mapped
Zoho Books
HUMAN APPROVAL
Bills above ₹1 L sent to the approver
ACTION
Filed the original PDF in the vendor folder
Zoho WorkDrive
RESULT
Bill booked in under a minute, ready for payment
Zoho Books
Zoho BooksZoho MailZoho WorkDriveZoho Inventory
WHAT IT DOES

Less admin. Better decisions.

Reads any billPDFs, scans and photos, with vendor, GSTIN, items and tax extracted.
Three-way matchChecks the bill against the purchase order and goods receipt before booking.
Books it correctlyMaps accounts, GST and cost centres, and routes high-value bills for approval.
HOW IT WORKS

Four steps, fully automated.

The agent follows the same steps your best team member would, every time, at any hour.

1ReceiveEmail or upload
2ReadVendor, items, tax
3MatchPO and receipt
4BookAccounts, GST, approval
FINANCE AI, UNDER THE HOOD

The AI behind accurate, on-time finance.

Six kinds of AI work together inside the Bill Capture Agent, each handling one part of the process. A person approves anything that matters.

AI TYPES USED
OCR + VisionNLPRules + AIPredictive MLAnomaly detectionHuman in the loop
01Document AIOCR + VisionReads PDFs, scans and photos, including tables, stamps and handwriting.
02Field extractionNLPPulls vendor, GSTIN, invoice number, items, HSN codes and tax amounts.
03Three-way matchingRules + AIMatches the bill to the purchase order and goods receipt, line by line.
04Account codingPredictive MLSuggests ledger accounts, cost centres and GST treatment from past bills.
05Duplicate and fraud checksAnomaly detectionCatches duplicate bills, unusual amounts and changed bank details.
06Approval routingHuman in the loopRoutes high-value or mismatched bills to the right approver.
CONNECTS WITH

Works where your data already lives.

Zoho BooksZoho MailZoho WorkDriveZoho Inventory
Data stays in your ZohoAgents run on Zoho Zia Agents and Zoho Catalyst, inside your Zoho account.
Role-based accessAn agent can only see and change what its Zoho role allows.
Full audit trailEvery step, tool call and approval is logged for review.
You stay in controlPause, adjust or switch off any agent at any time.
RELATED AGENTS

Agents that work well together.

FAQS

Questions we often hear.

Short, direct answers. Still unsure? Talk to our team.

What does the Bill Capture Agent do?

Reads vendor bills from email or uploads, matches them to purchase orders and books them in Zoho Books with the right accounts and GST.

Which Zoho apps does the Bill Capture Agent work with?

It works with Zoho Books, Zoho Mail, Zoho WorkDrive and Zoho Inventory.

Is our data safe?

The agent runs on Zoho Zia Agents and Zoho Catalyst inside your Zoho account, and it can only see and change what its Zoho role allows.

Can it be set up around our process?

Yes. Kelevo designs, builds and deploys each agent around your own rules and hand-offs, and keeps improving it after go-live.

SEE IT LIVE

See the Bill Capture Agent working on your own Zoho data.

Book a 30-minute demo. We show the agent on a process like yours and map what it would take to go live.

Book a live demo →