Document understanding
Reads receipts and business cards
CUSTOM CLIENT APPLICATION · LIVE WORKFLOW
Accounting work, completed through a WhatsApp conversation.
We customized an AI assistant that connects WhatsApp to a client’s live accounting system—turning document images and everyday instructions into customer records, bookkeeping entries, quotations, invoices, receipts and business information.
Used in a real client operationDedicated client environmentEnglish · BM · Chinese
AI-ccountLIVE · CONNECTED
Business card image
Create this customer and prepare an invoice for business services.
Customer profile created. The invoice is prepared for review.
Draft invoiceCustomer + line item readyUpdate the description, then issue it.
Done. The invoice is issued and the system record is updated.
Invoice.pdfIssued · recorded · auditableCustomer recordAccounting entryAudit history
THE ORIGINAL WORKFLOW
One request moved through two applications and many manual steps.
01
Receive details in WhatsApp
02
Inspect the image
03
Open the accounting system
04
Search or create customer
05
Copy the information
06
Prepare and issue document
07
Return to WhatsApp with PDF
A VERIFIED LIVE JOURNEY
From a business card to an issued invoice.
01Business card sent
02Information extracted
03Customer created
04Draft prepared and amended
05Human instruction received
06Invoice issued · PDF returned
WHAT IT CAN DO TODAY
Not a chatbot. A connected accounting operator with human authority.
Customer records
Creates, finds and updates customer information
Bookkeeping
Prepares entries and expense categories
Business documents
Prepares quotations, invoices and receipts
Payments
Records payments and returns issued documents
Business information
Retrieves customer, account and sales data
Multilingual instructions
Understands English, BM and Chinese
System write-back
Records completed actions in the connected system
HUMAN CONTROL
Automation moves quickly. Authority stays with people.
AI-ccount follows the user’s explicit instruction and the configured client workflow. It can prepare work for review or execute an authorized action. Important actions require clear human instruction, records can be corrected where supported, and activity remains visible in the system history.
Explicit instruction for important actionsEditable and reversible records where supportedAudit history for accountabilityDedicated client data environment
OPERATIONAL PROOF
What changes—even before formal time studies.
Less repeated data entry
Less switching between WhatsApp and accounting screens
Customer and document records updated during the conversation
Documents returned through the tool staff already use
Multilingual instructions for real Malaysian teams
Human approval and auditability retained
What repetitive workflow should your business remove next?
Show us one real process. We’ll help you find the safest and most valuable place to start.
Discuss your workflow