Finny and WhatsApp
Asking Finny and sending it documents in the app, connecting Finny on WhatsApp, and setting what Finny may do.
Tutorials
Ask Finny and send it documents
Answers to finance questions, and documents processed without opening each module.
4 steps
Connect WhatsApp to Finny
Your WhatsApp number is linked to your Finday account, so Finny on WhatsApp recognises you.
4 steps
Connect the company's data to Finny on WhatsApp
Finny on WhatsApp can read the company's data, with the owner's approval.
3 steps
Authorize a company WhatsApp group
Finny answers in the team's WhatsApp group with one company's data, without being able to change anything.
3 steps
Set Finny controls and limits
The company decides what Finny may read, prepare, approve and execute, with amount limits.
4 steps
Something still unclear?
Ask us on WhatsApp. The Finday team replies during office hours and can walk you through it in your own account.