WhatsApp automation for accounting and ERP

Give your accounting a voice on WhatsApp.

When an invoice is issued, a payment arrives or a balance changes, your customer shouldn't have to call you: WappNeo tells them within minutes with a short WhatsApp message and a PDF slip carrying your logo.

Stop spending month-end on the phone: send reconciliations in one click, let the customer tap YES, keep the answer with a digital signature. Queue bulk notifications and see delivered and read status for every message.

No card required, 10-minute setupYour own WhatsApp account, your own computerYour chats never reach us, guaranteed

This is the actual application

These are not mock-ups; they are full-screen captures of WappNeo running. Click a thumbnail to enlarge.

Your customer sees a short message; the details live on the slip

Long WhatsApp messages go unread. WappNeo sends a clear three-line message; amount, balance, document number and description sit on a PDF slip with your logo and contact details. One layout for sales, purchases, returns, collections, payments, statements, dispatch notes and quotes.

The message as seen on WhatsApp
Northwind Trading Ltd. Dear John Smith, Sales transaction was recorded on 02/10/2026. Document No: INV-2026-000123 Amount: £12,500.00 Current balance: £17,500.00 Debit The information slip with the transaction details is attached. Reply to this message with any questions. Kind regards, Northwind Trading Ltd. This message was sent using WappNeo.14:32 ✓✓

📎 Attached SF-2026-000123-Sales.pdf: identical to the slip on the right. Optionally an "unsubscribe" link is appended; a customer who opts out leaves with one tap.

NORTHWIND
TRADING LTD.
John Smith · 0800 000 0000 · [email protected]
VAT No. GB123456789
Date: 02/10/2026  Time: 14:31Document No: INV-2026-000123
TO
Steel & Stone Building Supplies Ltd. · Emily Carter
+44 7700 900000
ADDRESS
12 Market Street, Manchester M1 1AA
SALES TRANSACTION INFORMATION SLIP
This document is for information only; it has no fiscal value.
Transaction: Sales
Description: Your sales invoice INV-2026-000123 has been issued.
Previous balance£5,000.00
Amount£12,500.00
Current balance£17,500.00DEBIT
This slip was generated automatically by our accounting system; it does not replace an official invoice, receipt or statement.
WappNeo created with · www.wappneo.com

Your daily work, now automatic

Even if you buy WappNeo for one feature, the rest come along. Same application, same WhatsApp accounts, same reports.

ERP NotificationsAutomatic
Your accountant issues an invoice; your customer learns about it on WhatsApp within minutes. Sales, purchases, returns, collections, payments, statements, dispatch notes, quotes and reconciliations are queued from your ERP with one API call; WappNeo picks the template, removes empty fields, builds the PDF slip and sends.
Digital ReconciliationDigitally signed
Choose the period, tick your customers, send. The customer taps YES / NO / REQUEST DETAILS; the answer is stored with date, time and record number and you are notified on WhatsApp.
WhatsApp ChatsLive
Manage several WhatsApp accounts in one window: reply, edit, delete, media. No read receipts are sent. Tick contacts to send the same message in sequence and watch the ticks live.
Bulk MessagesExcel and contacts
Map Excel columns to fields like [Name], [Balance], [Due]; everyone sees their own figures. Sent with at least half a second between messages to protect your account; results reported per batch.
Auto RepliesRule based
Corporate answers to after-hours questions, specific templates for specific keywords, per-account rules. A cooldown stops repeated replies to the same person.
Saved MessagesTemplates
Write your texts once. Fields like [ContactName] [Amount] [CurrentBalance] are filled from the ERP; empty fields disappear with their line.
Reminders and TasksPlanning
Due cheques, customers to call, tasks assigned to the team; as Windows notifications and optionally WhatsApp messages.
Reports60 days
Message history, ERP records, bulk batches, auto replies, reconciliation activity and every step of your team, with tick status.

Set up during a lunch break

No IT staff needed. On first launch the app guides you step by step; the full guide is on the How to use page.

1

Download and link WhatsApp

Unzip, run the app, create your company account. Scan two QR codes from your phone: one for WhatsApp Web, one for the background link.

2

Enter your company details

Logo, name, tax and contact details. Slips and customer pages are built from them.

3

Connect your ERP or start right away

Create an API key in Settings and hand it to your ERP vendor; or start with reconciliation and bulk messages without waiting for the ERP.

Half a day of work for your ERP vendor

Whatever your ERP is, all it has to do is send one HTTPS request to WappNeo when a transaction is created. No signature maths: two headers, one JSON. Full documentation inside the app.

# ERP → WappNeo: add a transaction to the queue
POST https://wappneo.com/api/erp/queue/add
X-Erp-Key:    wn_3f9a1c2b4d5e6f70a1b2c3d4
X-Erp-Secret: ••••••••••••••••••••••••
Content-Type: application/json

{
  "messageTypeId": 7,
  "recipientPhone": "05321234567",
  "contactFirstName": "Ahmet",
  "contactLastName": "Yılmaz",
  "companyName": "Yılmaz Ticaret Ltd. Şti.",
  "amount": "5.000,00 TL",
  "previousBalance": "17.500,00 TL",
  "currentBalance": "12.500,00 TL",
  "balanceStatus": "Borçlu",
  "documentNo": "TM-2026-000210",
  "transactionDate": "02.10.2026",
  "messageBody": "Tahsilatınız hesabınıza işlenmiştir."
}
  • 14 transaction types ready: sales, sales return, purchase, purchase return, quote, dispatch note, collection, payment, statement, reconciliation, new account, cash and stock transfer, general notice.
  • Nothing is lost when the app is closed: the transaction waits on the server and is sent when the app opens. The ERP can query the result at any time.
  • No empty-field worries: a field the ERP didn't send disappears from the message and the slip together with its line.
  • Reconciliation API: push your customer list from the ERP and read answers and digital signatures back.
  • Shared blacklist: a customer who opts out is visible both in WappNeo and in the ERP.

Your conversations never reach us; that is a promise

Messages leave from your own WhatsApp account on your own computer. WappNeo does not read, store or upload your chat content. Our servers only hold the ERP queue, reconciliation records and your licence.

Install today, close this month's reconciliation with WappNeo

All features for 3 days, no card required. When the trial ends usage is limited but nothing is deleted; with a licence you continue where you left off.

Pricing depends on company size and modules. Write to us on WhatsApp or send an e-mail; we reply the same day and can set it up with you over screen share.

Download WappNeo

⬇ Download for Windows (free)
Windows 10 or 11 (64-bit) · Internet connection · A phone with WhatsApp
Unzip to a folder and run WappNeoPlus.Desktop.exe. Later versions update themselves.

What can you do with WappNeo?

You can find us for these topics; each one is a feature of the app:

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