Every Invoice, Every Book,One Finance System
Invoices, payments, GST, reports and agents — Beyond Account turns whatever your business runs on into predictable, reconciled revenue. All from a single WhatsApp thread.
Optimize Performance with Data Insights
Unlock hidden potential by transforming raw books data into actionable financial intelligence — invoicing, AR, GST and reports orchestrated from one chat.
Trusted by 6,500+ finance teams · Works with
Zoho
Shopify
WhatsApp
RazorpayRaise a GST invoice in 12 seconds.
Type the customer, amount and description. Beyond Account drafts a tax-compliant invoice in your accounting platform, attaches a Razorpay or Stripe payment link, and delivers it on WhatsApp and email — all from a single chat.
- One-line creation“invoice acme 24500 retainer” — done.
- Recurring invoicesDaily, weekly, monthly or custom intervals with an end date or N occurrences.
- Multi-channel deliverySent on WhatsApp + email to customer and you, with the payment link inline.
- Books-of-record syncLands in Zoho Books, Xero or QuickBooks as a real invoice, not a copy.
Stop chasing. Start collecting.
Beyond Account watches your receivables and chases overdue customers on WhatsApp — politely, persistently, and always with a payment link attached.
Daily AR digest
Every morning, see what's overdue — bucketed 0-30, 30-60, 60+ days, with one-tap actions.
Auto-reminders
Polite, escalating WhatsApp + email reminders fire on day 3, 7, 14 — or your own schedule.
Promise-to-pay tracking
When a customer commits a date, Beyond Account parks the reminder and revives it the day after.
Auto-reconciliation
Razorpay webhooks mark invoices paid the moment money lands. Bank deposits sync from your books.
Capture every rupee going out.
Forward a vendor bill from email, snap a receipt on WhatsApp, or post a manual journal with a debit / credit picker against your full chart of accounts. Beyond Account handles the rest.
- AI bill extractionVendor, GST breakdown, line items and due date — read from PDF, image or email.
- Vendor payoutsApprove a single payout or batch via Razorpay Route, straight from chat.
- Manual journalsPick debit and credit accounts from your full COA. Multi-line, multi-currency.
- Credit & debit notesAdjust sales or purchase invoices with proper notes that flow into your books.
Boardroom-grade statements, on tap
Pull P&L, Balance Sheet, Trial Balance or General Ledger for any period — monthly, quarterly or yearly — with multi-year comparisons. Download as Excel or PDF.
Profit & Loss
Any period, monthly / quarterly / yearly, with prior-year comparisons.
Balance Sheet
Point-in-time snapshot with side-by-side comparison columns.
Trial Balance
Account-level debits and credits, exportable in one click.
General Ledger
Full GL for any range — filter by account, drill into every line.
One place for every finance workflow
Sales invoicing
GST / VAT-ready invoices with Razorpay or Stripe links — raised in seconds from chat or web.
Recurring invoices
Daily, weekly, monthly or custom schedules with an end date or fixed occurrences.
AR & collections
Daily overdue digest, polite auto-chasers and promise-to-pay tracking, all via WhatsApp.
Expenses & bills
Snap a receipt or forward a vendor bill. AI extracts vendor, GST, line items and posts it.
Payouts
Approve vendor and salary payouts from chat. Razorpay Route handles the rail.
Manual journals
Post multi-line journals with debit / credit pickers across your full chart of accounts.
Credit & debit notes
Adjust sales or purchase invoices with proper notes that flow into your books.
Financial reports
P&L, Balance Sheet, Trial Balance and General Ledger — any period, monthly / quarterly / yearly, with multi-year comparisons.
GST e-invoicing & returns
Push invoices to NIC IRP for IRN + QR, and generate GSTR-1, 3B, 2B and 9 in the GSTN-ready format — straight from WhatsApp or the dashboard.
Excel & PDF exports
Download every report as a branded Excel workbook or print-ready PDF.
Voice & photo input
Talk to the bot or send a photo. We transcribe, understand and act on it.
Multi-currency
INR, USD, GBP, EUR and AUD with live FX. Localized pricing and tax labels.
Books-of-record sync
Two-way sync with Zoho Books — Xero & QuickBooks next. No CSV gymnastics.
Three steps to a quieter finance stack
Connect
Plug in Zoho Books, Razorpay, Shopify and WhatsApp Business in minutes.
Automate
AI drafts invoices, chases dues, reconciles statements and answers customers.
Grow
See live MRR, AOV and runway — or list your business on the marketplace.
Connects to the tools you already trust
ZohoShopifyWhatsAppRazorpayOne flat plan. Wallet for optional actions.
Save ~37% with yearly
- Unlimited WhatsApp invoicing
- Zoho Books / Xero / QuickBooks sync
- Automated AR reminders & chase runs
- UPI + card payment links (Razorpay)
- AI CFO on WhatsApp
- GST-aware invoice creation
- Bank statement import & reconciliation
- Recurring invoices & digests
Prepaid balance for optional actions. Auto-refunded if an action fails.
- List your business on marketplaceone-time per listing₹999
- Accept NDA (buyer side)per NDA₹100
- Extra document storageper month₹199 / GB
- Minimum wallet top-up₹500
Outbound WhatsApp Business API conversations to your customers may incur Meta charges beyond the Beyond Account subscription and are shown transparently in billing. Wallet actions that complete successfully are non-refundable; failed actions are auto-refunded.
New · Beyond Account Marketplace
Sell your business — with numbers buyers can trust.
If your Shopify, Razorpay, or Zoho Books is already on Beyond Account, list your business in one click. Buyers see live, verified revenue — not screenshots. Sign NDA, share diligence, take offers from serious acquirers and investors.
- Revenue verified live from your connected stack.
- Direct offers from serious acquirers.
- NDA-gated chat with vetted buyers.
Sunrise Coffee Roasters
Profitable 4-year Shopify roastery
MRR
₹2,40,000
TTM rev.
₹2.9 Cr
Growth
+18%
Sample listing shown for illustration.
Questions, answered
Do I need a Zoho / Xero / QuickBooks account?+
If you already use one, just connect it. If not, we'll help you create a fresh organisation during onboarding.
Which regions are supported?+
India is live with Zoho Books and Razorpay. US, UK and Australia (with Xero, QuickBooks and Stripe) are launching soon.
Is the WhatsApp number official?+
Yes. Beyond Account uses the WhatsApp Cloud API from Meta on +91 97127 90520, with verified business templates.
How does payment tracking work?+
Invoices include a Razorpay link — we mark them paid via webhook the moment money lands. For other channels, we sync from your accounting system's bank feed.
Can I set up recurring invoices?+
Yes. From WhatsApp or the dashboard, schedule daily, weekly, monthly or custom intervals with an end date or fixed occurrence count.
Run your books from the app you already check.
Stop logging into accounting software. Start collecting faster, with less effort.