Works with Xero

Your Xero business, through WhatsApp.

ChatBook connects to your existing Xero business and gives you a simple way to work with your financial information through WhatsApp. Record sales, expenses, request reports and work with invoices without constantly opening Xero.

Start through WhatsApp. Your Xero connection remains at the centre of your accounting workflow.
How ChatBook fits into your business
WhatsApp Send a request or business transaction.
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ChatBook Understands the request and handles the workflow.
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Xero Your accounting data stays in your existing Xero business.
Built around your existing Xero account

Keep Xero. Just make it easier to work with.

ChatBook is not another accounting platform. It sits between your everyday conversations and your Xero business, giving you a more convenient way to interact with the information already there.

Your Xero data

Xero remains the accounting system where your business records are maintained.

Your WhatsApp

Use a familiar conversation to send requests and record business activity.

ChatBook

ChatBook connects the two and handles the interaction between WhatsApp and Xero.

What you can do

Business tasks without the busywork.

Use ChatBook when you need to interact with your business information quickly.

01

Record expenses

Send your expense through WhatsApp and let ChatBook process it into your connected business workflow.

02

Record sales

Capture business transactions from a WhatsApp conversation instead of manually entering everything from scratch.

03

Work with invoices

Create and manage invoice workflows while keeping your accounting records connected to Xero.

04

Ask for reports

Request business summaries and financial information through the same WhatsApp interface.

Inside ChatBook

See the workflow.

A simple conversation can become a structured business action, with Xero remaining at the centre.

Text your expense
Text your expense
Approve the transaction in WhatsApp
Approve the transaction in WhatsApp
Synced to Xero
Synced to Xero
Ask for a report
Ask for a report
Invoice ready in Xero
Invoice ready in Xero
Getting started

Connect once. Work from WhatsApp.

ChatBook is designed around your existing Xero business rather than asking you to rebuild your accounting workflow somewhere else.

1

Start your trial

Send ChatBook a WhatsApp message and start your 3-day free trial.

2

Connect Xero

Authorize ChatBook to connect with your existing Xero business.

3

Use ChatBook

Ask questions and perform supported business tasks directly through WhatsApp.

Your business already runs on Xero. Start using it from WhatsApp.

Try ChatBook free for 3 days and see how a WhatsApp-first interface fits into your existing Xero workflow.

Start 3-Day Free Trial