AI-powered accounting made easy: generating quotes and invoices via WhatsApp

The client was operating with a manual system for generating quotes and invoices, relying on isolated documents with no structured process. This approach significantly slowed down daily operations, caused frequent errors, and required constant effort on low-value administrative tasks. Additionally, there was growing pressure to comply with the new Veri*factu regulation, which includes potential fines. However, the company lacked both the technical and human resources to manage this transition efficiently.

The overall objective was to automate quote and invoice management in order to reduce operational workload, improve administrative accuracy, and free up time for higher-value tasks. Specifically, the client needed to accelerate document generation, minimize errors, and leverage AI without requiring technical expertise.

To achieve this, IAhoy was implemented a tailored AI platform designed for SMEs and freelancers. The solution enabled end-to-end digitalization of the workflow in a simple and accessible way. With features like quick actions, intelligent assistants, WhatsApp integration, and a visual control panel, the client was able to adopt AI smoothly and without the need for advanced training.

IAhoy not only enabled automation, but also ensured traceability and compliance with Veri*factu requirements, helping the client proactively meet legal standards and avoid future financial penalties.

After adopting IAhoy, the client saw a significant boost in operational efficiency. Administrative tasks that previously consumed a large part of the workday were now completed in a fraction of the time, thanks to automation and contextual intelligence.

The tool streamlined the entire quotes and invoicing process, which had previously been handled manually through WhatsApp conversations. Now, these documents are automatically generated from within the same application, fully compliant with the Veri*factu regulation, without requiring a change in the client’s preferred communication channels.

Moreover, the client was able to handle other key tasks faster such as interpreting official notifications, replying to emails, or reviewing legal documents. This resulted in quicker decision-making, a more autonomous team, and a smoother day-to-day management. Time and effort were reallocated to higher-value activities like client engagement, strategic planning, and business growth.

IAhoy enabled the client to save time and reduce errors by automating quote and invoice management. The ability to generate these documents directly from WhatsApp streamlined daily operations without altering existing communication habits, all while ensuring full compliance with the Veri*factu regulation.