Is this just sharing invoices to WhatsApp, like other apps?

No. Sharing a PDF to WhatsApp is one-way export. HelloBooks runs a two-way AI assistant connected to your books — it creates invoices, captures bills from photos into draft entries, and answers questions from your live data, all recorded in the same ledger your accountant uses.

Does it post entries to my books automatically?

No — it is draft-and-confirm by design. The assistant reads a bill or builds an invoice and proposes the entry; you approve before anything posts. Nothing is booked silently, which keeps the audit trail clean and your accountant comfortable.

How does it connect to my accounting data, and is it secure?

A WhatsApp number is linked (authenticated) to a HelloBooks user, and the assistant only acts within that user’s permissions. It is not an open bot — sensitive answers are returned only to the linked account, and credentials are never shared over chat.

The assistant is metered on credits — a usage meter that covers the AI work such as OCR, drafting and answering — rather than charged per user. You can start on the Free Plan; heavier WhatsApp use draws down credits you can top up.

Does it handle GST correctly on WhatsApp invoices?

Yes. Invoices created through WhatsApp use the same engine as the web app — CGST/SGST or IGST derived by place of supply, HSN/SAC, and your number series — so a WhatsApp invoice is as compliant as one raised on the desktop.

Is WhatsApp the only channel?

No. The same authenticated, credit-metered assistant also works over Slack and email, so a team can invoice, capture bills and query the books from whichever channel they already use.

WhatsApp Accounting

Run your books from WhatsApp

HelloBooks puts an AI accounting assistant on WhatsApp — the channel your business already lives on. Send a GST-compliant invoice from a chat, photograph a bill to draft a bookkeeping entry, or ask “what’s my GST due this month?” in plain language. It’s linked to your HelloBooks account, the AI drafts the work, and you confirm before anything posts to your ledger.

Start free See the AI bookkeeping engine

Free Plan with 5,000 AI credits/month — no credit card.

WhatsApp accounting is more than a “share to WhatsApp” button

Most billing tools let you share a finished PDF invoice to WhatsApp. That is a one-way export — useful, but it is not accounting. HelloBooks runs a two-way AI assistant on WhatsApp that is connected to your real books: it can create the invoice, capture a supplier bill, answer a question about a customer balance, and draft the journal entry behind it.

Because the assistant is tied to your HelloBooks workspace, the work it does lands in the same ledger your accountant and your dashboard use — not a separate WhatsApp silo you have to reconcile later.

Send a GST-compliant invoice from a chat

Type or dictate the customer, item, and amount, and the assistant prepares a GST-compliant invoice — correct CGST/SGST or IGST by place of supply, HSN/SAC, and your number series — then shares the PDF straight to the customer on WhatsApp once you approve it.

Place-of-supply tax heads derived automatically (CGST + SGST intra-state, IGST inter-state)
Your invoice number series and branding preserved
Shared to the customer’s WhatsApp as a PDF, or as a payment link
The same invoice is recorded in HelloBooks — no double entry

Snap a bill, get a draft entry

Forward or photograph a supplier bill or expense receipt to the WhatsApp number, and the assistant runs OCR, reads the vendor, amount, tax and date, and drafts a categorized bookkeeping entry. You review the draft and confirm — the AI proposes, you approve, and only then does it post. Nothing is booked behind your back.

Vendor, amount, GST and date extracted from the photo
A suggested expense category and ledger account, learned from your history
Draft-and-confirm by design — no silent auto-posting
Confirmed entries flow into GST returns and reports automatically

Ask your books anything, in plain language

Ask “what’s outstanding from Sharma Traders?”, “what’s my GST liability this month?”, or “show me this week’s sales” and the assistant answers from your live data — because it is authenticated to your workspace, not guessing from a generic model. Sensitive answers are only returned to the account the WhatsApp number is linked to.

Authenticated, and metered on usage — not per seat

The WhatsApp assistant is authenticated: a number is linked to a HelloBooks user, and it only acts within that user’s permissions. There is no open bot that anyone can message to read your books.

It is billed on credits — a usage meter that covers the AI work (OCR, drafting, answering) — rather than a per-user licence, so a small team is not penalised for letting everyone send the occasional invoice. WhatsApp is one of three channels for the same assistant; Slack and email work the same way.

How it works

How to do accounting on WhatsApp with HelloBooks

Link WhatsApp to your HelloBooks account and invoice, capture bills, and query your books from a chat.

Step 1
Link your WhatsApp number to HelloBooks
In Settings → Integrations, connect the WhatsApp assistant and link your number to your HelloBooks user. The assistant then acts within your permissions only.
Step 2
Send your first invoice from a chat
Message the customer, item and amount. The assistant prepares a GST-compliant invoice, you approve it, and it shares the PDF or payment link to the customer on WhatsApp — and records it in HelloBooks.
Step 3
Capture a bill by photo
Forward or photograph a supplier bill. The assistant runs OCR, drafts a categorized entry with vendor, amount, GST and date, and waits for your confirmation before posting.
Step 4
Ask a question about your books
Ask about an outstanding balance, your GST liability, or recent sales. The assistant answers from your live, authenticated data.

FAQ

Frequently asked questions

Is this just sharing invoices to WhatsApp, like other apps?: No. Sharing a PDF to WhatsApp is one-way export. HelloBooks runs a two-way AI assistant connected to your books — it creates invoices, captures bills from photos into draft entries, and answers questions from your live data, all recorded in the same ledger your accountant uses.
Does it post entries to my books automatically?: No — it is draft-and-confirm by design. The assistant reads a bill or builds an invoice and proposes the entry; you approve before anything posts. Nothing is booked silently, which keeps the audit trail clean and your accountant comfortable.
How does it connect to my accounting data, and is it secure?: A WhatsApp number is linked (authenticated) to a HelloBooks user, and the assistant only acts within that user’s permissions. It is not an open bot — sensitive answers are returned only to the linked account, and credentials are never shared over chat.
What does it cost?: The assistant is metered on credits — a usage meter that covers the AI work such as OCR, drafting and answering — rather than charged per user. You can start on the Free Plan; heavier WhatsApp use draws down credits you can top up.
Does it handle GST correctly on WhatsApp invoices?: Yes. Invoices created through WhatsApp use the same engine as the web app — CGST/SGST or IGST derived by place of supply, HSN/SAC, and your number series — so a WhatsApp invoice is as compliant as one raised on the desktop.
Is WhatsApp the only channel?: No. The same authenticated, credit-metered assistant also works over Slack and email, so a team can invoice, capture bills and query the books from whichever channel they already use.