FinBaze on WhatsApp

Message your books, get answers straight away

Ask what's in the bank, who still owes you or what's outstanding. FinBaze answers from your live books, and a photo of your receipt goes straight into your bookkeeping.

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On every plan, from £35 a month + VAT.

What you can ask

Ask it the way you'd ask your accountant

Plain English is enough. FinBaze looks the answer up in your books as they are right now.

Who still owes me money?

Open invoices by customer, with anything overdue at the top.

What do I need to pay this week?

The bills falling due soon, with the total.

How's this month going?

Revenue, costs and your profit to date.

What's still outstanding?

The same tasks you see in FinBaze, such as documents waiting to be booked.

Has invoice 0142 been paid?

Yes or no, with the payment date if there is one.

Receipts

Send your receipt as a photo, FinBaze books it

Take a photo or attach the PDF, just as you would to a colleague. The document lands in your FinBaze inbox, where it's read and set up as a booking for you to check.

  • Photos and PDFs, as an ordinary attachment
  • Lands in the same inbox as your uploads and forwarded emails
  • FinBaze suggests the booking, you approve it
How FinBaze books your documents

Attached

Attach

receipt-shell.jpg · Photo · just now

Safe and clear

How you stay in control of what happens on WhatsApp

Only you get answers, and anything that changes your books, you confirm in FinBaze.

Only your number

Only the phone number linked to your FinBaze account gets a reply. Other numbers see nothing.

Confirm in the app

Ask for a change and FinBaze prepares it. You confirm it in the app with one tap.

Live from your books

Every answer comes from your books as they are now, not last week's export. Your bank feed is real-time, through one of ~5,000 banks on Open Banking.

Several companies

Send "profile" and pick the company your question is about. The chat remembers your choice.

Your plan's AI credits

Questions use the AI credits included in your plan. Basic includes 5,000 a month.

For accounting practices too

Practices can set up their own WhatsApp number, so clients send documents and ask about their own business.

Up and running in three minutes

1

Add your mobile number to FinBaze

Add it to your account details. Only this number gets answers.

~1 min

2

Save the FinBaze number

You'll find it in your document inbox, with a button to copy it.

~1 min

3

Send your first question or photo

Ask what's in the bank, for example, or send a receipt.

~1 min

Questions about FinBaze on WhatsApp

Another question? Get in touch

Anything about your own books: your bank balance, revenue and costs, who owes you, what you owe, your invoices and contacts, your chart of accounts and what's in your inbox and task list. Just type the way you talk.

Put your bookkeeping in WhatsApp

Try FinBaze free for 14 days. Connect your bank, add your number and ask your first question.

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