WHATSAPP INTEGRATION

Send Invoices via WhatsApp. Get Instant Processing.

No app download needed — just chat with ZapBooks AI. Capture expenses, submit invoices, record collections, and manage all your bookkeeping workflows directly through WhatsApp.

Daily SpendExpensesSalesPurchasesReceiptsPaymentsReimbursementsCredit & Debit NotesRecurring Transactions
HOW IT WORKS

As Simple as Sending a Message

Register your WhatsApp number once, and start submitting invoices in under a minute.

STEP 1

Snap a Photo

Take a photo of your invoice, receipt, or payment proof using your phone camera.

STEP 2

Send to ZapBooks Chatbot

Forward the photo or document to the ZapBooks AI WhatsApp number — or just type the details.

STEP 3

AI Extracts Data

Our AI instantly extracts vendor, amount, GST, and all relevant fields. Human experts validate accuracy.

STEP 4

Get Confirmation

Receive instant confirmation on WhatsApp. Data syncs to Zoho Books automatically.

12 WORKFLOWS

Everything You Can Do via WhatsApp

From daily expenses to recurring invoices — handle every accounting workflow without leaving WhatsApp.

EXPENSE TRACKING

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
INCOME TRACKING

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
BILL MANAGEMENT

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
EMPLOYEE CLAIMS

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
PROCUREMENT

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
ADJUSTMENTS

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

Ready to Automate Your Invoice Processing?

Join 50+ accounting teams already saving 40+ hours monthly with ZapBooks AI. Start your free trial today - no credit card required.

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