Let clients send receipts by WhatsApp, no credits used

Most clients aren't going to log into a portal or install new software to send a receipt. What they will do is take a photo and send it on WhatsApp, the same way they already talk to their accountant.

The result is receipts scattered across chat threads, forwarded late, or never sent at all because there was no easy way to track what had and hadn't come in.

A client sends a photo or PDF of a receipt over WhatsApp, and Krani captures it and matches it to the right client file automatically, no separate upload step required.

Capturing the receipt this way costs nothing. Reading it with OCR to pull out supplier, date, amount and tax costs the standard 1 credit per receipt, exactly the same as a receipt uploaded any other way. See how that extraction works on the receipt OCR page.

Setup is one step: add Krani's WhatsApp number to the group chat you already share with a client, or to an internal group for a team or department. Staff and directors keep sending photos or PDFs of receipts into that chat, exactly as they do today.

When Krani picks up a receipt, it acknowledges it in the chat with a tick, so whoever sent it knows it arrived and has been filed. That ends the month-end round of “did you get my receipt?” messages, and nobody has to scroll back through weeks of chat to find what was sent.

You can add Krani to a separate group for each client or department. Everything it captures lands in one dashboard, filed under the right client, ready for review.

Not every document in a group chat is the same kind of record. A director paying for a client lunch on a personal card, a petrol receipt paid in cash, and a supplier's invoice that still has to be paid all need different treatment in the books.

Krani sorts each document into a cash purchase, a supplier (accounts payable) invoice or a director claim, so it lands in the right place instead of being lumped together. Supplier names on each document are matched against the client's own supplier list, so entries come out with the right creditor code rather than a name someone has to look up.

For how each of these should be recorded, see our guide to director claims vs supplier invoices.

Once captured, a receipt goes through the same OCR and chart-of-accounts matching as any other, then posts into AutoCount, SQL Account or another supported system. See the full list on the integrations page, or how captured receipts get matched against bank transactions during bank reconciliation.