Book receipts via WhatsApp
Photograph the receipt in the shop, send it to the assistant and the purchase booking is ready in Moneybird, with the file attached. You check what it read and say yes.
No credit card. After the trial you drop back to the free plan.
- AI assistant, not an accountant
- Confirms first
- STOP stops it at once
- 30 days free, no credit card
An AI assistant, not an accountant. It can make mistakes, so you always check the preview and say yes before anything lands in Moneybird.
From camera roll to books
Receipts are the work that piles up. They sit in a coat pocket, a tray or a folder on your phone, and the books only get them when the VAT return approaches. With the WhatsApp assistant you do it on the spot: take a photo, send it, done.
The assistant reads the receipt, pulls out the supplier, date, amount and VAT and proposes a booking. You see that booking first. If it says something wrong, you tell it in plain language and it adjusts before anything is in Moneybird.
What happens to your photo
A receipt that is already paid becomes a receipt booking. An invoice that still has to be paid becomes a purchase invoice. The file is attached to the booking, so your supporting document sits with the booking and you do not have to search for it later.
VAT is read per rate on the receipt (21, 9 or 0 percent). The supplier's country decides how input VAT is treated, the assistant does not guess that. Send a receipt twice and it tells you it is already in Moneybird. For purchases the assistant proposes a project and category, and says explicitly that it is a proposal. Earlier bookings from the same supplier serve as a guide.
- Purchases above 450 euro excl. VAT go on the balance sheet and are depreciated over 5 years.
- If there is no receipt for an expense, say so. The assistant then stops asking.
- A payment you made privately can be booked as a private withdrawal. That asks for your yes too.
Several receipts at once, and missing receipts
Got a pile? Send them in quick succession, they are bundled into one request. You can also send a zip file of invoices: at most 10 documents and 15 MB in total, no zips inside zips.
If the assistant sees a payment on your bank with no receipt, it asks for it with amount, counterparty and date. With no reaction, a reminder follows after 7 days (adjustable). If there really is no receipt, you say so and the asking stops. If you connected Gmail, it first searches your mailbox for the invoice itself, read only.
Booking a receipt in four steps
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Take a photo
Preferably from straight above and legible. A PDF with text works too. Optionally add a word, such as the project or "private". That applies to that one booking only.
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Send it to the assistant
Reading a photo takes about 25 seconds. You first get a short acknowledgement.
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Check what it read
Supplier, date, amount, VAT, project and category are in the preview. If something is off, say so.
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Say yes
Then the booking is in Moneybird with the photo attached.
This works
- Photos (jpg, png, webp, gif) and PDFs with a text layer.
- VAT per rate on the receipt and according to the supplier's country.
- Spotting duplicate receipts.
- Attaching the file to the booking.
- Processing a zip of up to 10 invoices in one go.
Where it runs into limits
- A scanned PDF without a text layer cannot be read, and you are told so.
- HEIC photos are refused. Set your phone to jpg or send a screenshot.
- Files above 5 MB, Word and Excel do not work.
- An illegible or crumpled receipt can be misread. That is why the preview comes before the booking.
Frequently asked questions
What if a receipt is misread?
You notice in the preview, before anything is booked. Say what is wrong, for example the amount or the date, and the assistant adjusts it. Only after your yes does it go to Moneybird. If an error still ends up in your administration, you correct it in Moneybird like any other booking.
Do I still have to keep the receipt?
The file is attached to the booking in Moneybird. Which retention duty applies to your situation, and whether a digital copy is enough, is something to ask your accountant or the tax authority. Schakel gives no advice on that.
Can I send several receipts at once?
Yes. Files that arrive shortly after each other are bundled into one request. A zip with at most 10 invoices and 15 MB in total works too.
How does it know which project or category a receipt belongs to?
For purchases it makes a proposal and shows that it is a proposal. Earlier bookings from the same supplier and your knowledge cards (short notes about your business) help. You confirm or adjust.
Does it work without WhatsApp?
Yes. In the chat in your dashboard you can drag files in and you get the same preview. Voice messages only work on WhatsApp.
Try the assistant on your own Moneybird
Connect Moneybird, send a first receipt and see the preview. 30 days free, no credit card.