Capture
Use the CashPanel assistant on the go — upload receipts, track expenses, create invoices, and manage your finances directly from WhatsApp.
Take CashPanel with you. Connect WhatsApp to access the full CashPanel assistant from your phone.
CashPanel Assistant Ask questions about your finances, get spending summaries, check outstanding invoices, or look up any transaction — all through a natural conversation.
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 WhatsApp number. No app installation required — just start chatting.
Key Features
- QR code setup - no app needed
- Forward receipts on the go
- Smart document matching
- One-tap approve or decline
Get started
Connect WhatsApp to your CashPanel account and start automating your workflow.
Connect WhatsApp