AI agents that run
your invoice-to-cash
Move invoices to cash faster. Beyond Account acts across WhatsApp, Zoho Books and Razorpay — raising invoices, chasing collections and reconciling payments.
Under your approval. Live in a day.
Evening, Priya
Beyond Account is handling receivables across 342 customers and 1,909 invoices.
Receivables worked
₹18.4 Cr
across 1,847 invoices
Invoices raised
4,312
Reminders sent
12,840
Median response
17m
Actions completed
8,941
Days sales outstanding
51d
- 1m ago
Raised GST invoice #INV-0421
Acme Traders
- 7m ago
Matched Razorpay payment to 3 invoices
Sunrise Roasters
- 17m ago
Sent polite overdue reminder on WhatsApp
Nova Textiles
- 29m ago
Extracted vendor bill from email
Uber India
- 45m ago
Posted bank statement lines to Zoho
HDFC · 4412
- 1h ago
Scheduled monthly P&L digest
Finance team
Zoho
Shopify
WhatsApp
RazorpayAI that does the work.
ROI you can measure.
Reduction in DSO
baseline dependent
Saved per finance operator
per week
Median time to raise an invoice
on average
Problem
Manual work is the bottleneck between invoices and cash.
Tasks pile up across disconnected systems — accountants, spreadsheets, bank portals and WhatsApp threads — leaving teams overloaded and payments delayed.
Solution
Beyond Account keeps every case moving so nothing is delayed.
Agents handle the work, gather context across your books, payment gateways and bank feeds, and resolve blockers before they become backlog.
- Raises and delivers GST-ready invoices from a chat message
- Chases overdue customers politely, with a payment link attached
- Reconciles gateway settlements and bank lines into your books
Invoicing
Raise a GST invoice in 12 seconds.
Type the customer, amount and description. Beyond Account drafts a tax-compliant invoice in your accounting platform, attaches a payment link, and delivers it on WhatsApp and email — all from a single chat.
- One-line creation“invoice acme 24500 retainer” — done.
- Recurring invoicesDaily, weekly, monthly or custom intervals with an end date.
- Books-of-record syncLands in Zoho Books, Xero or QuickBooks as a real invoice.
AR automation
Stop chasing. Start collecting.
Beyond Account watches your receivables and chases overdue customers on WhatsApp — politely, persistently, and always with a payment link attached.
- Auto-remindersEscalating WhatsApp + email nudges on day 3, 7, 14 — or your schedule.
- Promise-to-pay trackingCommitments are parked and revived the day after they lapse.
- Auto-reconciliationGateway webhooks mark invoices paid the moment money lands.
Receivables ageing
Updated 2m agoExpenses, bills & journals
Capture every rupee going out.
Forward a vendor bill from email, snap a receipt on WhatsApp, or post a manual journal against your full chart of accounts. Beyond Account handles the rest.
- AI bill extractionVendor, GST breakdown, line items and due date from PDF, image or email.
- Vendor payoutsApprove a single payout or a batch, straight from chat.
- Manual journalsMulti-line, multi-currency debit / credit across your COA.
Financial reports
Boardroom-grade statements, on tap.
Pull P&L, Balance Sheet, Trial Balance or General Ledger for any period — monthly, quarterly or yearly — with multi-year comparisons. Download as Excel or PDF.
- Excel & PDF exportsBranded workbooks and print-ready statements in one click.
- Scheduled digestsDaily, weekly or monthly summaries delivered where you work.
- Multi-year compareSide-by-side columns across periods and entities.
Every invoice, reconciled
From a chat message to money in the bank.
Each invoice carries its own payment link, GST treatment and audit trail. When the payment lands, the invoice closes itself and your books stay clean.
Invoice
#INV-0421
Bill to
Acme Traders
+91 98200 12345
Due
In 7 days
Net 7
Platform
One quiet workspace for every finance workflow.
Sales invoicing
GST / VAT-ready invoices with Razorpay or Stripe links.
Recurring invoices
Daily, weekly, monthly or custom schedules.
AR & collections
Overdue digests, auto-chasers, promise-to-pay tracking.
Expenses & bills
AI reads vendor, GST and line items from any bill.
Payouts
Approve vendor and salary payouts from chat.
Manual journals
Multi-line debit / credit across your full COA.
Credit & debit notes
Adjustments that flow straight into your books.
GST e-invoicing
IRN + QR via NIC IRP, GSTR-1, 3B, 2B and 9.
Voice & photo input
Talk or snap. We transcribe, understand and act.
Multi-currency
INR, USD, GBP, EUR and AUD with live FX.
Bank & PG reconciliation
Statements and gateway settlements matched for you.
Books-of-record sync
Two-way Zoho Books sync. Xero & QuickBooks next.
How it works
Live in a day, not a quarter.
Step 01
Connect
Plug in Zoho Books, Razorpay, Shopify and WhatsApp Business in minutes.
Step 02
Automate
AI drafts invoices, chases dues, reconciles statements and answers customers.
Step 03
Grow
See live MRR, AOV and runway — or list your business on the marketplace.
Integrations
Connects to the tools you already trust.
ZohoShopifyWhatsAppRazorpayBusiness pricing
One flat plan. Wallet for optional actions.
Finance OS
3 months free trialSave ~37% with yearly
- Unlimited WhatsApp invoicing
- Zoho Books / Xero / QuickBooks sync
- Automated AR reminders & chase runs
- UPI + card payment links (Razorpay)
- AI CFO on WhatsApp
- GST-aware invoice creation
- Bank statement import & reconciliation
- Recurring invoices & digests
Wallet add-ons
Prepaid balance for optional actions. Auto-refunded if an action fails.
- List your business on marketplaceone-time per listing₹999
- Accept NDA (buyer side)per NDA₹100
- Extra document storageper month₹199 / GB
- Minimum wallet top-up₹500
Outbound WhatsApp Business API conversations to your customers may incur Meta charges beyond the Beyond Account subscription and are shown transparently in billing. Wallet actions that complete successfully are non-refundable; failed actions are auto-refunded.
Beyond Account Marketplace
Sell your business — with numbers buyers can trust.
If your Shopify, Razorpay or Zoho Books is already on Beyond Account, list your business in one click. Buyers see live, verified revenue — not screenshots.
- Revenue verified live from your connected stack
- Direct offers from serious acquirers
- NDA-gated diligence with vetted buyers
Example listing — illustrative
Sunrise Coffee Roasters
Profitable 4-year Shopify roastery
MRR
₹2,40,000
TTM rev.
₹2.9 Cr
Growth
+18%
FAQ
Questions, answered.
Do I need a Zoho / Xero / QuickBooks account?+
If you already use one, just connect it. If not, we'll help you create a fresh organisation during onboarding.
Which regions are supported?+
India is live with Zoho Books and Razorpay. US, UK and Australia (with Xero, QuickBooks and Stripe) are launching soon.
Is the WhatsApp number official?+
Yes. Beyond Account uses the WhatsApp Cloud API from Meta on +91 97127 90520, with verified business templates.
How does payment tracking work?+
Invoices include a Razorpay link — we mark them paid via webhook the moment money lands. For other channels, we sync from your accounting system's bank feed.
Can I set up recurring invoices?+
Yes. From WhatsApp or the dashboard, schedule daily, weekly, monthly or custom intervals with an end date or fixed occurrence count.