Bookkeeping Queries

System Connected

Client Settings

Client Mobile Number

Auto-Post Replies to Xero

Automatically adds client replies as notes to Xero transactions.

Onboarding Status: 🔴 Not Onboarded

Xero Connection: Checking...

Unreconciled Transactions (Xero)

Date	Description	Amount	Action
Loading transactions...

Client Replies (Needs Review)

Date	Transaction	Client Reply	Action
Loading reviews...

How to use the Bookkeeping Query Bot

Step 01

Connect the Client (One-Time Setup)

Before you can ask questions, you must connect the business owner's phone number to the system.

1. Go to the Bookkeeping Queries tab.
2. Type the Client's Phone Number (+44...) in the box.
3. Click Send Welcome Message.
Important: Wait for the client to reply "YES" on WhatsApp to turn the system on.

Step 02

Ask a Question

Pick any payment that needs an explanation and click the green 'Ask Client' button.

"We instantly WhatsApp the client: 'What was the payment to Amazon for £24.99?'"

Step 03

Getting the Answer

When the client replies (like 'Office Supplies'), we save it for you to check:

Manual Mode (Default)

Answers appear in the Pending Review section. You check them, then click Post to Xero.

Automatic Mode

If turned on, answers are immediately sent to Xero and the job is finished automatically.

Professional Advice

We suggest using Automatic Mode for clients who give clear answers. Use Manual Mode for clients who might send confusing replies that need extra checking.