Message Your Books from Apps You Already Use
Snap receipts in WhatsApp. Ask questions in Slack. Your AI CFO meets you where you work — no login required.
WhatsApp and Slack available now
Your Favourite Apps, Now With Accounting Superpowers
Already live. Forward documents and they're processed automatically.
- Forward invoices and receipts
- AI extracts supplier, amount, date, VAT
- Auto-categorised to your books
- Works with any email client
Example:
"Forward a supplier invoice from your inbox"
Claude Desktop
Live now. Chat with your books directly from Claude Desktop via MCP.
- Query your accounts from Claude Desktop
- Ask tax questions naturally
- Create transactions via chat
- Get balance and deadline info instantly
Example:
"Ask Claude 'What's my VAT liability this quarter?'"
The app you already have open. Now it's your AI CFO too.
- Snap and send receipts instantly
- Forward invoices from your phone
- Ask questions in plain English
- Get expense reminders
Example:
"Snap a coffee receipt at the cafe"
Slack
Your AI CFO joins your workspace. Ask anything, anytime.
- Direct message your AI CFO
- Upload documents from any device
- Get instant answers to tax questions
- Deadline notifications in Slack
Example:
"Ask "What's my VAT bill this quarter?""
Microsoft Teams
For businesses on Microsoft 365. Your accounts, in your workflow.
- Chat with your AI CFO in Teams
- Share documents from OneDrive
- Get deadline alerts in your channels
- Ask tax questions without leaving work
Example:
"Ask "How much have we spent on travel this quarter?""
How It Works
Connect Your Account
Link WhatsApp or add the Slack app to your workspace
Message Anytime
Send photos, documents, or questions in plain English
AI Does the Work
Data extracted, categorised, and added to your books
Why Message Your Books?
Always Available
Your AI CFO never sleeps. Ask questions at 2am or 2pm.
Instant Processing
Receipts and invoices processed in seconds, not days.
Voice Support
Send voice notes to log expenses hands-free while driving.
Secure & Private
End-to-end encryption. Your data stays your data.
Frequently Asked Questions
How does WhatsApp integration work?
Connect your phone number in Settings. Send photos of receipts, forward invoices, or ask questions in plain English. Our AI processes everything and adds it to your books automatically.
How does Slack integration work?
Install the AccountsOS app in your Slack workspace from Settings → Integrations. DM the bot to chat with your books, upload documents, or ask questions about deadlines and balances.
How does Microsoft Teams integration work?
Add the AccountsOS app to your Teams workspace. Chat directly with your AI CFO, upload documents from OneDrive or SharePoint, and get deadline notifications in your channels. Perfect for businesses already using Microsoft 365.
Will my data be secure?
Absolutely. All messages are encrypted in transit and at rest. We never store your conversations longer than needed for processing, and your financial data is protected with bank-grade security.
Can I use voice messages?
Yes! Send voice notes via WhatsApp and our AI will transcribe and process them. Perfect for logging expenses while driving or when you can't type.
How do I get access to messaging integrations?
Messaging integrations are included with AccountsOS. Sign up for an account and connect WhatsApp or Slack from Settings → Integrations.
Accounting That Fits Your Life
You're busy running a business. You shouldn't have to stop and log into another app.
Use apps you already know
Do accounting where you already work
Your AI CFO never sleeps
The best accounting software is the one you actually use. We're building AccountsOS to meet you where you are.
Start Messaging Your Books Today
Sign up for AccountsOS and connect WhatsApp or Slack from your settings in minutes.
Get Started FreeFree during Early Access • No credit card required