WAAC

Process automation

Automated billing via WhatsApp

Automate billing, payment notifications and status updates via WhatsApp to reduce manual follow-ups.

Companies handling high volumes of billing and financial follow-ups often face inefficiencies caused by manual processes. Integrating billing automation with WhatsApp helps transform operations into a streamlined, connected and predictable system, reducing manual effort and improving customer communication.

Benefits

  • Lower operational costs by eliminating repetitive billing tasks.
  • Standardized communication with consistent reminders and notifications.
  • Better financial visibility with automated payment status updates.
  • Faster collection cycles through timely message triggers.
  • Improved customer experience via real-time communication.

How WAAC delivers

WAAC starts by mapping the current financial process, identifying manual steps and automation opportunities. Business rules are defined to trigger messages based on events such as due dates or payment confirmations.

The solution integrates existing systems like ERPs, CRMs or payment platforms using APIs and webhooks. Automated flows are built to send messages via WhatsApp aligned with customer journeys.

Each implementation is tailored to the company’s operations, tools and desired level of automation, allowing gradual evolution.

Use cases

Companies can automate payment reminders before due dates, reducing late payments. Businesses receiving online payments can instantly notify customers upon confirmation.

Another common use case is automated overdue notifications, ensuring structured communication escalation. All interactions can be logged for tracking and auditing purposes.

Frequently asked questions

How to integrate billing with WhatsApp?

Integration starts by mapping the billing process and connecting financial systems or ERPs with WhatsApp. WAAC builds tailored workflows.

Can payment status trigger messages?

Yes. Events like invoice creation, payment confirmation or delays can trigger automated messages.

How are financial notifications recorded?

Notifications can be stored in internal systems, CRMs or databases for full traceability.

How to reduce manual follow-up?

Automation replaces repetitive tasks with predefined workflows, freeing up teams.

Does automation replace finance teams?

No. It enhances productivity while keeping human control over complex cases.

Can it integrate with existing systems?

Yes. WAAC evaluates APIs and integration options to connect current systems.

If your company wants to streamline billing operations and reduce manual effort, the next step is to assess your current process and explore automation opportunities with WAAC.

Frequently asked questions

How to integrate billing with WhatsApp?

It starts with mapping the billing process and connecting financial systems or ERPs to WhatsApp using APIs.

Can payment status trigger messages?

Yes. Payment events like confirmation or delay can automatically trigger messages.

How are financial notifications recorded?

They can be stored in CRMs, internal systems or databases for tracking.

How to reduce manual follow-up?

By automating repetitive communication tasks through predefined workflows.

Does automation replace finance teams?

No. It supports teams by reducing operational workload.

Can it integrate with existing systems?

Yes. WAAC evaluates integration options based on available APIs and systems.

Does your finance team waste hours on manual billing follow-ups?

  • •Excessive time spent by the finance team on manual calling and messaging for collections.
  • •Constant payment delays due to ineffective communication of invoices and due dates.
  • •Inconsistent contact history, making it difficult to track collection efforts.
  • •Difficulty managing payment reminders and status updates at scale.

The cost of manual operations

  • •High operational costs due to repetitive, low-value administrative tasks.
  • •Increased delinquency rates caused by a lack of proactive and consistent collection workflows.

The WAAC Transformation

Before

Manual collections via email or generic WhatsApp messages.

After

Automated, personalized workflows that trigger intelligent reminders on the channel your clients actually use.

Before

Reactive team focused solely on chasing payments.

After

Strategic finance team focused on complex case resolution and cash flow optimization.

How we automate your billing

1

Collection Cycle Mapping

We define triggers and message templates for every phase (pre-due, due date, overdue).

2

System Integration

We connect your ERP or payment gateway to WhatsApp for automated, event-driven messaging.

3

Tracking & Response

Automated capture of payment confirmations and real-time status updates.

Benefits for your finance team

Drastic Delinquency Reduction

Proactive reminders ensure clients never miss a due date.

Financial Productivity

Eliminate manual follow-up and focus your team on high-value analysis.

Superior Customer Experience

Clear, fast, and integrated communication reduces friction in the collection process.

WAAC vs. Traditional Collection

Feature / DifferentiatorWAAC approach
Operational IntelligenceOur approach automates the entire collection cycle, eliminating human error and standardizing your brand's voice.

Full connectivity with your ecosystem

ERPPayment GatewaysWhatsApp Business APICRM

Why choose WAAC?

  • Specialists in critical financial process automation.
  • Robust integrations that guarantee data security and compliance.
  • Dedicated support to transform financial journeys into automated flows.

Results that drive agility

85%+

Reduction in operational effort for follow-up routines.

24/7 Efficiency

Notifications triggered at the exact right moment, with no human intervention required.

Our delivery methodology

1

Diagnostic

Assessment of your business rules and data sources.

2

Implementation

Configuration of system integrations and message flows.

3

Maintenance

Fine-tuning for maximum collection success rates.

Frequently Asked Questions

How do I ensure WhatsApp billing is secure?

We use only the official API, ensuring high security and compliance for sensitive financial information exchange.

Does the automation know if the client has already paid?

Yes. Real-time integration with your ERP identifies payments and automatically halts collection flows.

Ready to transform your billing operation?

Speak with our consultants and request a diagnostic on how to automate your receivables.

Request a Free Diagnostic

Solution line

Process automation