WhatsApp quotation automation
Price enquiries on WhatsApp turned into accurate quotes in minutes, from your own price list.
How it worksWhatsApp Orders to Tally & GST Reconciliation
Orders taken on WhatsApp entered into your books, with GST mismatches caught early.
Tally & GST sync
The problem
Where the time goes.
Orders are agreed on WhatsApp, then keyed into Tally by hand. GST reconciliation is left for the end of the month, when mismatches are hardest to trace.
Built for
How it works
Six steps. AI only where it's messy.
AI reads the message and writes the draft. The facts come from your systems, and a person approves before anything is sent.
- 01
Trigger
An order is confirmed, or a new purchase record comes in.
- 02AI
Understand
Party, items, quantities, rates and GST details are extracted.
- 03
Look up
Party and item masters and GST numbers are matched against your books.
- 04AI
Draft
A voucher or entry is prepared, and mismatches are listed with reasons.
- 05Person
Approve
Your accountant reviews the entries and the mismatch list before anything is posted.
- 06
Act & log
Approved entries are posted and the reconciliation list is kept up to date.
What changes
The day after launch
- Less double entry between WhatsApp and the books
- GST mismatches surfaced during the month
- Your accountant reviews rather than retypes
Connects to
Systems you already use
- Tally — by export or connector, confirmed during the audit
- WhatsApp Business
- GST portal data
The exact connections are confirmed during the audit, once we have seen your data.
Built for
Industries it fits.
Does it replace our accountant?
- No. It prepares entries and a mismatch list; your accountant reviews and approves them before anything is posted.
How does it connect to Tally?
- Through Tally exports or a connector, depending on your setup. We confirm the route during the audit.