Every payment receipt, verified against the bank. Every posting, traced.
Your customers keep sending receipts over WhatsApp. The agent receives them at any hour, extracts amount, date, bank and reference in under 3 seconds, verifies them against the statement and posts the payment to your ERP. Anything that doesn't match goes to your team.
From the photo on WhatsApp to the payment recorded and reconciled.
We connect your number to the official WhatsApp Business API. Your customers install nothing and keep the same channel: the agent replies, processes and routes to your team whatever doesn't match.
- 01
Answers WhatsApp 24/7
Receives the receipt as image or PDF at any hour, confirms receipt to the customer and logs it with date, time and sending number.
In the example Andina Distributors Inc. · 10:47 PM Attachment: transfer-receipt.jpg ✓ Authorized number · receipt confirmed - 02
Extracts the payment data
Amount, date, issuing bank, account number and reference, with 99.7% accuracy in under 3 seconds. Any bank, any format.
In the example Bank transfer · $185,400.00 Date 10/06 · ref. TRF 4471 Customer: Andina Distributors Inc. - 03
Matches against the bank
Compares against your statements and receivables. Tells which payments have landed, which are still pending and which come from a customer or phone number that isn't authorized.
In the example Statement 10/06 · TRF 4471 · $185,400.00 ✓ Amount and reference match ✓ Authorized customer · no duplicates - 04
Records and routes exceptions
Posts the validated payment to your ERP or the format you use, and routes to your team the receipts that don't match, look duplicated or exceed the amount you set.
In the example SAP · receivables · Andina Distributors Inc. ✓ Payment applied to INV 11890 ✓ Action logged · customer notified
Every action the agent takes, measured and logged in one panel.
Processed volume, accuracy, exceptions and cycle times, in real time and with alerts. Your team sees the same data we do.
- Receipts today
- 2,120
- Accuracy
- 99.3%
- To review
- 15
- Reply time
- 3 s
Latest activity
- 15:42 Transfer $185,400.00 · Andina Distributors Inc. WhatsApp Matched with the bank
- 15:42 Deposit $64,000.00 WhatsApp Matched with the bank
- 15:42 Unreadable screenshot WhatsApp Asked to resend
- 15:41 Transfer $12,300.00 WhatsApp Matched with the bank
- 15:41 Transfer $250,000.00 WhatsApp Unauthorized number · to review
Volume per hour
15 were routed to your team for review or approval
Illustrative view with sample data
From discovery to production, with controls at every stage.
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Process discovery
In an initial 30-minute call we map the real flow: what comes in, through which channel, which system it lands in and which rules and controls apply. With your team we define what the agent resolves on its own and what needs approval.
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Design with permissions and controls
We connect your number to the official WhatsApp Business API (we are Meta partners), your bank accounts and your ERP, and load the authorized customers and phone numbers. The agent works only with the permissions your IT team grants in each system, with approval thresholds your team defines and every action logged.
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Production with monitoring
It goes live gradually, with human review at critical points. We measure accuracy, exceptions and cycle times every day, tune it every week, and every change is tested before it reaches production. One monthly fee per agent.
Collections up to date, with every payment verified against the bank.
Processed today for a single customer, without adding staff.
From received image to validated, reconciled data.
Amount, date and reference verified against the bank.
Collection peaks absorbed without hiring.
- Your customers keep using WhatsApp, on Meta's official API.
- Your team manages authorized customers, phone numbers and banks from a panel.
- Duplicate and altered receipts caught before they reach your ERP.
- Every payment traced: who sent it, when, which bank movement it matched and who approved the exceptions.
“The rollout transformed our collections operation. We went from processing receipts by hand to having everything automated over WhatsApp. The time savings are impressive.”
What we get asked most about the Payment Receipt Agent.
Does it work with low-quality photos or screenshots?
Yes. It processes phone photos, home-banking screenshots and PDFs. When quality isn't enough to read a field with confidence, the agent asks the customer to resend it or flags it for review. It never loads it with errors.
Do we need to change our WhatsApp number?
No. We connect your current number to the official WhatsApp Business API. As Meta partners the connection is direct, with no middlemen, and your team can keep using it for customer support.
Who can send receipts, and what happens with large amounts?
Only the customers and phone numbers your team authorizes in the panel. A receipt from an unauthorized number, a duplicate or one above the threshold you set isn't posted: it goes to a person. Every case is logged with its source, the rule applied and who approved it.
Does it integrate with our ERP and core systems?
Yes. We work via API with the most common ERPs and accounting systems: SAP, Tango, Holistor, Bejerman and others. Where a direct integration isn't possible, we exchange CSV, XLS or JSON files in the format your operation uses today. Access runs on the permissions your IT team defines, and we never ask you to migrate a system.
What does the monthly fee include?
The agent in production, the infrastructure, the integrations with your systems, daily monitoring, weekly tuning under change control and support from our team. No hidden setup costs and no separate licenses.
Other agents we have built.
Let's assess your collections process.
In 30 minutes we show you the agent processing real receipts and review the controls with your team: authorized customers, thresholds and exceptions. No cost.