Integration Guide

WhatsApp Integration with BookKeeper App

Connect BookKeeper App — the popular mobile-first accounting app for Indian SMBs — to WhatsApp Business API via Zaptilo. Send invoices, GST returns, account statements, and payment reminders to your customers automatically on WhatsApp.

Why connect BookKeeper to WhatsApp Business API?

BookKeeper's built-in "Share via WhatsApp" works for individual invoices sent manually. For automation — bulk delivery, scheduled reminders, status-triggered messages — you need WhatsApp Business API. Benefits:

  • Bulk send invoices to all customers in one click
  • Auto-reminders for overdue payments
  • WhatsApp-only customer communication (instead of email)
  • Send via approved templates from a verified Business Account
  • Track delivery, read receipts, and replies in your Zaptilo dashboard
  • GST-compliant INR billing with no monthly subscription

Common use cases

Invoice delivery

Send each new invoice as a WhatsApp media message with PDF + amount + due date.

Payment reminders

Daily job sweeps for overdue invoices and WhatsApps customers.

Receipts on payment

Customer pays — receipt PDF goes via WhatsApp with thank-you message.

GSTR summaries

Send monthly GST return summaries to clients who use you for compliance.

Statements of account

Quarterly customer statements as WhatsApp PDF.

Quote follow-up

Quote sent → next-day WhatsApp follow-up for confirmation.

How to integrate

  1. Sign up at web.zaptilo.ai and submit a Utility-category invoice template.
  2. Enable BookKeeper Cloud sync (or use desktop export-to-folder).
  3. Build a small bridge — script in Node.js / Python / Power Automate — that watches for new invoices.
  4. For each invoice: fetch customer phone, upload invoice PDF to a public URL (S3 / Cloudinary), call Zaptilo's /api/send/template.
  5. For payment reminders: schedule the same script to run daily and filter by "outstanding > 7 days."

See Python or Node.js guides for the bridge code.

Frequently asked questions

Can BookKeeper App send invoices on WhatsApp?

Yes. BookKeeper App has built-in 'Share via WhatsApp' for individual invoices, but for automated bulk delivery to multiple customers and template-based reminders you need WhatsApp Business API. Zaptilo connects BookKeeper to the official Business API.

How does BookKeeper integrate with WhatsApp Business API?

BookKeeper exposes invoice and customer data via export (CSV / PDF) and via cloud sync (BookKeeper Cloud). You set up a small bridge that watches new invoices, fetches the customer's WhatsApp number, and posts to Zaptilo's API with the invoice PDF and amount as a Utility-category template message.

What's the cost of sending invoices on WhatsApp?

About ₹0.16 to ₹0.24 per invoice — Meta's Utility conversation rate (~₹0.12) plus Zaptilo's per-message markup (₹0.04-0.12 depending on volume). No monthly subscription. INR billing with GST invoice.

Can I send GST returns or balance sheets via WhatsApp from BookKeeper?

Yes. Any PDF generated by BookKeeper — GSTR summaries, balance sheets, P&L statements — can be sent as a WhatsApp media message via Zaptilo.

Will payment reminders work automatically?

Yes — set up a daily / weekly job that queries BookKeeper for outstanding invoices and triggers WhatsApp reminders to overdue customers. Common cadences: 7 days, 15 days, 30 days overdue.

Is BookKeeper integration suitable for Indian SMBs?

Very much so. BookKeeper is Made-in-India and popular with traders, retailers, and small distributors who do invoicing on mobile. Pairing it with Zaptilo's INR-billed WhatsApp API keeps the entire stack India-native.

Connect BookKeeper to WhatsApp

Free signup. INR pricing. GST invoice. India-based support.

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See also: Busy Accounting · Tally · Zoho Invoice · All integrations