Do your bookkeeping over WhatsApp, no app required.
WhatsApp#
Prefer WhatsApp to Telegram? AgentBook has one shared number you message to link your account — after that it works exactly like chatting with the agent anywhere else.
Connect WhatsApp#
-
Go to Settings → Chatbots and open the WhatsApp card. It shows the AgentBook WhatsApp number and a one-time code just for you.
-
Open WhatsApp, message that number, and send your code. You'll get a confirmation reply right away — that number is now tied to your AgentBook account.
-
The Chatbots card now shows your linked number, and you're ready to go.
From WhatsApp you can log an expense — "log $12 parking" — or ask a question about your books, same as Telegram. WhatsApp is currently text-only; for receipt photos and inline buttons, use Telegram or the web app.
Tip: Disconnecting just unlinks your phone number — your code stays the same, so you can relink anytime without going through setup again.
Next: Ask the agent