WhatsAppWhatsApp Integration

From a WhatsApp messageto a filed invoice

Forward a PDF or snap a photo of any receipt, right inside WhatsApp. Gennai's AI extracts the supplier, amount, tax ID and date, then files it in your dashboard, ready to export to Xero, QuickBooks or Holded.

Works with any WhatsAppAI data extraction10 free invoices/month
Gennai

Gennai Invoice Bot

online
WhatsApp
Today
9:41 AM
Gennai
Receipt processed
BusinessStarbucks Coffee
Amount$48.20
DateMay 14, 2026
View in dashboard
9:41 AM
0
Apps to install
99%
Field accuracy
100+
Invoice languages

Invoices have a habit of disappearing

Long before they reach your books, invoices and receipts get lost in the one place you look at most, your phone.

Buried in the chat

A supplier sends a PDF straight to WhatsApp. A few messages later it has scrolled out of sight, and by month-end you're combing through weeks of conversations to find it.

Stuck in the camera roll

You photograph a paper receipt meaning to deal with it later. It sits between screenshots and holiday photos until the expense is too old to claim.

Bookkeeping turns into a hunt

With documents scattered across chats, photo galleries and downloads, closing the books becomes a scavenger hunt instead of an accounting task.

How it works

From message to filed invoice in three steps

1Step 1

Connect WhatsApp in your dashboard

Open Integrations → WhatsApp in your Gennai dashboard and add your phone number. It's connected straight away. There's no app to download and nothing else to set up.

Dashboard setupNo app to installUnder 2 minutes
WhatsApp

WhatsApp

Invoice capture

Connected
+1555 012 3490
+Add another number
2Step 2

Send any invoice or receipt

Forward a PDF invoice or take a photo of a paper receipt, right in your WhatsApp chat with the bot. Send them one by one or in a burst. The bot handles each on its own.

PDF invoicesPhoto receiptsSend any time
Today

invoice.pdf

248 KB · PDF

9:41 AM
3Step 3

Find it filed in your dashboard

Within seconds the bot replies with the supplier, amount and date it extracted. The invoice is already in your dashboard, deduplicated and ready to review or export to your accounting tool.

AI extractionDuplicate detectionReady to export
Invoices3 recent
WhatsApp

Starbucks Coffee

May 14

$48.20New

Adobe Inc.

May 13

$59.99

Uber

May 12

$23.40

Every field, pulled automatically

Send a polished PDF or a photo of a crumpled receipt. Gennai's AI turns either one into the same clean, structured data. No typing, no copy-paste.

You send
Photo of a receipt
invoice.pdf
Gennai
Gennai extracts
Supplier
Amazon Web Services
Tax ID / VAT
GB 527 1293 07
Total amount
$1,247.83
Currency
USD
Invoice date
2026-05-12
Invoice number
INV-2026-0847
Description
Cloud hosting, May

The original PDF or photo is stored with every invoice and attached automatically when you export to Xero, QuickBooks or Holded.

Built to make capture effortless

Every detail is designed so that sending the invoice is the only thing you have to do.

PDFs and photos, both

Send a formal PDF invoice or simply snap a photo of a paper receipt. The same AI reads either one and returns clean, structured data.

It replies with the data

The bot confirms the supplier, amount and date right inside your chat, so you know an invoice landed without opening the dashboard.

Credits only for real invoices

Send something that isn't an invoice, or a document you've already submitted, and Gennai spends no credit. You only pay for invoices that count.

Replies in your language

The bot answers in English or Spanish, automatically matching the language of your WhatsApp.

Simple chat commands

Type status to see your usage and credits, help for instructions, or disconnect to unlink, all without leaving the chat.

Your whole team, their own WhatsApp

Connect a number for each teammate so everyone files invoices from the WhatsApp they already use. The number of connections grows with your plan.

One inbox for every invoice

WhatsApp is one of several ways invoices reach Gennai. However they arrive, they are extracted, deduplicated and synced straight to the accounting and storage tools you already use.

WhatsApp
WhatsAppPDFs & photos
Gennai
XeroXero
QuickBooksQuickBooks
OneDriveOneDrive
Google SheetsGoogle Sheets

Works wherever WhatsApp does

No new tool to learn and no app to install. Gennai works inside the WhatsApp you already use every day.

Any device, any account

  • Personal WhatsApp or WhatsApp Business
  • iPhone, Android and WhatsApp Desktop
  • No Gennai app to install
  • Connected in under two minutes

Formats and limits

  • PDF documents up to 16 MB
  • Photos in JPEG, PNG and WebP up to 5 MB
  • Invoices and receipts in 100+ languages
  • Three-layer duplicate detection built in

Frequently asked questions

Ready to automate your
invoice workflow?

Stop wasting hours on manual invoice collection. Let AI do the work while you focus on what matters.

Free forever plan
No credit card required
Setup in 2 minutes
Gennai

Invoice management, automated.

Invoice management, simplified.

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