Run your books from WhatsApp and Slack: ask questions, send bills, get alerts
Run your books from WhatsApp and Slack: ask questions, send bills, get alerts
SmartAgents connect SmartLedger to the chat apps your team already uses. On WhatsApp, ask SmartAuditor about your books, or send a photo of a bill and it lands in SmartUploads for review. On Slack, compliance reminders and alerts arrive in the channel you choose.
Ask about your books from your phone
Text a question to SmartLedger on WhatsApp and SmartAuditor replies with figures from your own books, just as it does on the web.
- Ask about GST owed, overdue invoices, cash or top clients in plain words
- Every connected number chats as you, with your SmartLedger login
- Conversations are saved under Smart Auditor → WhatsApp chats on the web
- A new chat starts after 24 hours of quiet, so threads stay tidy
- Text, photos and documents are read; voice notes are not
Send a bill on WhatsApp, review it later
Send a photo or PDF of a bill, invoice, receipt or bank statement to SmartLedger on WhatsApp and it goes straight into SmartUploads.
- SmartLedger replies once it's read, with the type, number, party, date and amount
- The reply carries a link to check the document and approve or reject it
- A document already in SmartUploads is flagged as a duplicate, not added twice
- Nothing is booked until you approve it in SmartUploads
- If a file can't be read, you're asked to send a clearer copy
Verify each number with a WhatsApp OTP
Add an Indian mobile number in Smart Integrations, confirm it with a six-digit code sent on WhatsApp, and it's ready to chat.
- Enter a name and the 10-digit number; SmartLedger adds +91
- The code is checked the moment you type the sixth digit
- Add more numbers for partners or your accounts team
- Filter by Connected or Pending OTP Verification, and remove a number any time
- WhatsApp is included on the Pro plan and above
Compliance reminders in your Slack channel
Connect Slack and pick a channel, and SmartLedger posts your team's alerts there, each with a button that opens the record.
- GST filing reminders, overdue invoice alerts and system notices, as they happen
- Open in SmartLedger takes you straight to the screen the alert is about
- Choose the categories to send: Compliances, System and Support Services
- Switch in-app, email, SMS and Slack alerts on or off in Preferences
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