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WhatsApp finance assistant

Hesabo: a WhatsApp assistant for statements and payment confirmations

Customers request statements, invoice copies and payment confirmations on WhatsApp. The assistant answers from your accounting system; accountants approve anything sensitive.

Screenshot of the Hesabo live demo

The live demo runs in your browser on sample data. Company names, people and figures are fictional.

The problem

Accountants spend hours answering the same balance and invoice questions, and payment receipts arrive as photos in personal chats that are easy to miss.

What we build

A WhatsApp assistant connected to your existing accounting system. It verifies the customer's number, sends statements and invoice copies, reads payment receipts from photos, and queues confirmations for an accountant's approval.

Business value

Routine requests are answered at once. Accountants review only what needs judgment, and every action is logged.

Features

Verified numbersOnly registered contacts get account data
Statements & invoicesPDFs generated from your ledger
Receipt readingAmount, bank and date read from photos
Approval queueNothing is confirmed without a person
PermissionsChoose what the assistant may do alone
Audit logEvery request and decision recorded

How the workflow runs

  1. TriggerCustomer requestWhatsApp
  2. VerifyMatch the numberCustomer account
  3. AnswerStatement / invoiceFrom the ledger
  4. ReviewReceipt to approvalAccountant decides
  5. CloseConfirmation sentBalance updated

Works with

WhatsApp Business PlatformAccounting system APIDocument OCRn8nWeb console

Frequently asked questions

Can anyone request a customer's statement?

No. The assistant matches the WhatsApp number against the numbers registered on the customer's account and sends account data to no one else.

Do we need to change our accounting system?

No. Hesabo connects to the accounting system you already use. In the discovery call we review your system and the right way to connect to it.

Does the assistant confirm payments on its own?

No. It reads the amount, bank and date from the receipt photo and puts them in the approval queue. An accountant approves before the confirmation is sent and the balance is updated.

How long does it take?

We start with a free 30-minute discovery call, build an interactive prototype on your workflow in 1–2 weeks, then pilot and launch with one team in 2–6 weeks.

Which languages does it answer in?

Arabic and English.

Can we review what the assistant did?

Yes. Every request and every decision is recorded in the audit log and can be traced and reviewed.

Need something like Hesabo?

We map your current process and show you a working prototype built on your own workflow.

Chat on WhatsAppTry the live demo