WhatsApp Invoice Integration

Daily Spend

Daily Spend

Capture expenses via WhatsApp messages - voice or text. AI automatically records expense and payment information for seamless bookkeeping.

• Capture expenses via WhatsApp messages (voice or text)
• AI automatically records expense and payment information
• Seamlessly integrated into Zoho for bookkeeping
• Perfect for on-the-go payments with minimal input

Daily Collection

Daily Collection

Log all incoming collections and income information via WhatsApp. Automatic categorization keeps your financial records accurate in real-time.

• Record collections effortlessly via WhatsApp
• AI logs all incoming collections and income information
• Automatic categorization and Zoho update
• Real-time financial records with zero administrative effort

Expenses

Expenses

Upload invoice photos, PDFs, or documents via WhatsApp. AI extracts all necessary data automatically with human validation for full accuracy.

• Upload invoice photos, PDFs, or documents
• AI extracts all necessary data automatically
• Review and correct any missing information
• Human validation ensures full accuracy

Reimbursement

Reimbursement

Submit reimbursement requests via WhatsApp by sharing invoice copies or entering details manually. Full control to review before Zoho sync.

• Submit reimbursement requests via WhatsApp
• Share invoice copies or enter details manually
• AI extracts and captures all essential data
• Human validation ensures accuracy before Zoho sync

Purchase

Purchase

Share invoice copies or enter purchase details via WhatsApp. Creates purchase entries linked to correct vendors with accurate, timely tracking.

• Share invoice copies or enter purchase details
• AI automatically extracts all relevant data
• Review and correct before confirmation
• Creates purchase entries linked to correct vendors

Debit Note

Debit Note

Create debit notes for returned goods or adjustments. AI retrieves invoice details and interprets information for consistent audit-ready accounts.

• Create debit notes for returned goods or adjustments
• AI retrieves invoice details and interprets information
• Review and edit details before confirming
• Recorded in Zoho ensuring audit-ready accounts

Recurring Expenses

Recurring Expenses

Set up recurring payments via WhatsApp for subscriptions, rent, utility bills. AI creates entries in Zoho at appropriate intervals automatically.

• Set up recurring payments via WhatsApp
• Perfect for subscriptions, rent, utility bills
• AI saves information for creating recurring entries
• Creates entries in Zoho at appropriate intervals

Sales

Sales

Submit transaction details instantly via WhatsApp. AI creates customer records, generates invoices, and updates accounts receivable automatically.

• Submit transaction details instantly via WhatsApp
• Share customer name, sale amount, and items
• AI creates customer records and generates invoices
• Updates accounts receivable in Zoho automatically

Credit Note

Credit Note

Submit credit note requests with invoice details via WhatsApp. System adjusts customer balance in Zoho automatically after human validation.

• Submit credit note requests with invoice details
• Share credit amount and specific line-items
• Review and correct information before confirmation
• System adjusts customer balance in Zoho automatically

Recurring Invoices

Recurring Invoices

Set up recurring invoices via WhatsApp with customer billing details and frequency. AI automatically generates invoices at set intervals.

• Set up recurring invoices via WhatsApp
• Share customer billing details and frequency
• Complete control over customer and invoice details
• AI automatically generates invoices at intervals

Receipts

Receipts

Upload receipt details via WhatsApp - notes, screenshots, or documents. AI extracts amount, invoice number, and customer name automatically.

• Upload receipt details via WhatsApp
• Share receipt notes, screenshots, or documents
• AI extracts amount, invoice number, and customer name
• Automatic processing and Zoho integration

Payments

Payments

Upload payment details via WhatsApp - UPI screenshots or payment documents. AI extracts all details for automatic processing and Zoho integration.

• Upload payment details via WhatsApp
• Share UPI screenshots or payment documents
• AI extracts amount, invoice number, and vendor name
• Automatic processing and Zoho integration