Accounting assistance on WhatsApp
Use the configured WhatsApp channel for supported conversations, document submission and notifications when you are away from the web workspace.
These guides describe the shared FOR:CEO company engine. FOR:AGENT uses MCP for supported operations; examples involving browser forms refer to the included FOR:CEO human workspace. Check live capabilities and authorization before an agent runs a task.
Keep a useful accounting channel in your pocket
WhatsApp gives authorized users another way to interact with the assistant and send supported documents, such as a clear receipt image. The conversation uses the relevant company context instead of creating a separate set of books. Configured notifications can bring useful outcomes back to the same channel without requiring you to keep the website open.
Match the channel to the task
A short question or document submission fits a messaging conversation. Detailed order editing, warehouse execution and interactive report exploration are better handled in their web workspaces. The WhatsApp path does not open a browser form inside the conversation; supported actions and file delivery use the channel's own business workflow.
What to know before you start
Account linking, permissions and messaging-channel conditions apply. WhatsApp is not a substitute for every web form or a guarantee of unrestricted outbound messages.
Practical questions
Can I send a photo of a receipt?
Supported images can enter document processing. Use a readable complete image and inspect the resulting accounting outcome.
Will the assistant open an order-editing form in WhatsApp?
No. Operational forms belong in the web workspace. Messaging uses the supported non-interactive tool paths.
Continue the workflow
AI invoice and receipt processing
Turn supported invoice, bill and receipt files into an accounting workflow with document extraction, record matching and the original attachment kept with the result.
Proactive accounting workflows
Configure remembered instructions and supported background activities so recurring accounting work can continue without repeating the same request every time.
PDF, Excel and legal-format report exports
Export supported reports with the selected company, view and period, choosing the appropriate paginated legal output rather than assuming a visual download contains everything.