iMessage

Capture

Use the CashPanel assistant on the go — upload receipts, track expenses, create invoices, and manage your finances directly from iMessage.

Take CashPanel with you. Connect iMessage to access the full CashPanel assistant from your iPhone.

CashPanel Assistant Ask questions about your finances, get spending summaries, check outstanding invoices, or look up any transaction — all through a natural conversation in Messages.

Upload Receipts & Invoices Snap a photo or forward a receipt and CashPanel extracts the details automatically. It matches documents to the right transactions so your books stay up to date.

Create & Track Invoices Draft and send invoices, check payment status, and get notified when invoices are paid or overdue — without opening the app.

Easy Setup Scan a QR code to connect your phone number. Works with any iPhone — just send a message to get started.

Key Features

  • Use CashPanel directly from iMessage
  • Forward receipts from your iPhone
  • Create invoices in chat
  • Real-time invoice and transaction notifications

Get started

Connect iMessage to your CashPanel account and start automating your workflow.

Connect iMessage

Related integrations