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Accounts & Finance Agent

Accounts & Finance Agent

Accounts team submits delivery notes, invoices, cash transactions, and fund movements via WhatsApp. Auto-generates weekly finance summaries for management review.

Data Captured via WhatsApp

Invoice number & amount
Delivery note reference
Cash transaction details
Funds received / paid
Party name & date
Payment mode

Weekly GM Report

Weekly finance summary — invoices raised, payments received, outstanding balances, and cash flow movements.

Who Uses This Agent

Accounts & Finance Team

Live Demo

See a real WhatsApp conversation and the Excel report it generates.

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