Guides Finance
Send a photo of an invoice on WhatsApp: your agent files it, adds it to a spreadsheet ledger and keeps your year-end numbers ready.
Bookkeeping is mostly typing numbers off paper. Here your agent does that part: you photograph an invoice in WhatsApp, it reads it, files the original, adds a row to a real spreadsheet and keeps the totals ready for your accountant. Three free kits set it up.
Updated 3 November 2026 · first published 10 July 2026
What to install
Kits install onto your POCKETCORP from Extensions, and each adds its own setup page to your server page.
WhatsApp BridgeFreeYour agent in WhatsApp: the chat you send the invoices to.Get it in Extensions
LibreOfficeFreeA real spreadsheet program on your server that your agent can use: the ledger is an .xlsx you can open anywhere.Get it in Extensions
Google DriveFreeOptional: the originals and the ledger in your Google Drive as well.Get it in ExtensionsSet it up
Open Extensions from your server page and install WhatsApp Bridge, LibreOffice and, if you want your files in Google Drive too, Google Drive (all free). Each kit installs onto your POCKETCORP and adds its own page to your server page.
Open the WhatsApp Bridge page, choose your own number and scan the code in WhatsApp → Settings → Linked devices. Your agent now answers in your “Message yourself” chat, and nobody else can reach it.
On the Google Drive page, create the Google OAuth client with the values the page shows (each has a copy button), paste its ID and secret and press Connect. Choose read & write, so your agent can save files. The Test button lists your newest files.
Send your agent the first prompt below. It sets up the ledger and keeps the routine in its memory, so from then on a photo of an invoice is all it needs.
Then just ask
Send these to your agent in the chat on your POCKETCORP page, or from Telegram or WhatsApp. Change the details to yours.
Create a ledger at ~/Documents/ledger-2026.xlsx with the columns date, vendor, net, VAT rate, VAT, gross, category and file. From now on, when I send you a photo of an invoice or receipt: save the original to ~/Documents/receipts/YYYY/MM/, read it, add one row and reply with a one-line summary. Never guess a number: leave it empty and ask me.
What did I spend on software and hardware this quarter, and which were the five biggest invoices?
Save this month’s ledger as a PDF in my Google Drive folder Accounting and share the folder with my accountant at office@kanzlei-huber.at.
Take it further
The same setup, doing more: ask for these once it runs.
On the first of every month at 8:00, send me a WhatsApp summary of last month: the total, the five biggest categories and anything unusual.
At the end of every quarter, add a sheet to the ledger with the VAT I paid per rate, ready for my VAT return.
On 2 January, export the whole year as statement-2026.xlsx and a PDF, grouped by category, and save both to Google Drive.
The result
A year of receipts in one spreadsheet, every original filed by month, and the numbers your accountant asks for one message away.
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