Busy Accounting Integration

Turn Busy data into instant WhatsApp responses

Automate report & voucher delivery from Busy and offer a 24/7 ERP chatbot for balance, bill-by-bill ledger, receipts, and bilty status.

Official WhatsApp Cloud API
Secure, Permission-based
Quick Onboarding
W91

Whats91

Online • Verified Business

What you get with Whats91 + Busy

Two powerful capabilities that transform how you interact with customers

Automated Busy Outputs on WhatsApp

  • Auto-send invoices, receipts & reports
  • Faster collections with instant delivery
  • PDF attachments for all documents
  • Reduce manual follow-ups by 80%

WhatsApp has 98% open rates vs 42% for email—your customers will see every message.

24/7 ERP Chatbot with Buttons

  • Customer sends 'Hi' → gets action menu
  • Self-serve balance, ledger, receipts
  • Works 24/7, no human needed
  • Reduce support calls by 50%

WhatsApp interactive messages & flows enable guided, button-based experiences.

Chatbot Menu

Every action your customers can take

A simple 'Hi' triggers this menu. Customers tap a button and get instant answers.

Check Balance

Instant outstanding balance

Source: Ledger dataText message

Bill-by-Bill Ledger

Complete transaction history

Source: Account ledgerText + PDF

Last Receipt

Most recent payment receipt

Source: Receipt voucherPDF attachment

Bilty Status

Transport document details

Source: Bilty recordsText message

Download Statement

Period-wise statement

Source: Statement reportPDF attachment

Talk to Team

Connect with accounts

Source: Human routingChat transfer

How the integration works

A simple 4-step process from Busy data to WhatsApp response

1

Busy Generates Data

Reports, vouchers, ledgers, bilty created in Busy

2

Whats91 Picks It Up

Scheduled sync or real-time trigger

3

WhatsApp Sends Message

PDF + interactive buttons via Cloud API

4

Customer Gets Answers

Instant response, 24/7 self-service

Technical Note: We use WhatsApp Business Platform capabilities like interactive messages and flows for guided customer actions.

Common automations customers ask for

Auto-send Invoice/Receipt

After every entry in Busy

Outstanding Reminders

Daily or weekly schedules

Ledger on Request

Customer self-service 24/7

Delivery/Bilty Updates

Transport status alerts

Overdue Notifications

Internal team alerts

Payment Confirmations

Auto-send receipts

Important: BUSY's built-in WhatsApp sending is manual—users must click to send each message. Whats91 adds true automation with Cloud API + 24/7 chatbot capabilities.

Reports & Vouchers Supported

Reports

  • Outstanding / Balance Summary
  • Bill-by-Bill Ledger
  • Sales Summary
  • Stock / Dispatch Reports

Vouchers

  • Sales Invoice
  • Receipt
  • Payment Voucher
  • Credit/Debit Notes
  • Bilty / Transport Docs
Security & Compliance

Built for accounting-grade security

Role-Based Access

Control who can request what data

Audit Logs

Track every request and response

Data Minimization

Send only what's required

Template Compliance

Opt-in required for outbound

Who this is for

Distributors & Wholesalers

High-volume invoices & collections

Manufacturing

Complex billing & dispatch tracking

Logistics & Transport

Bilty tracking & delivery updates

Retail Chains

Multi-location account management

Quick setup, fast results

1

Connect WhatsApp Cloud API

We help you set up your official WhatsApp Business account

2

Map Your Busy Data

Configure which reports, vouchers, and data points to sync

3

Approve Chatbot Menu

Review and customize the customer-facing menu options

4

Go Live

Start automating and let customers self-serve instantly

Typical timeline: 3-5 business days from signup to go-live

Requirements: Busy software access, data export capability, WhatsApp Business number

Frequently Asked Questions

See Busy + WhatsApp automation in action

Get a personalized demo of how Whats91 can automate your Busy workflows.