Send a bill, type an expense, ask for an invoice or put a question to Copilot - from the chat you already use. New bills wait as drafts until you check them.
FROM THE CHAT YOU CAN
The bot speaks the product's own language: what it saves goes to the same places, with the same checks, as anything you do on the web.
Photos and PDFs go through the same AI reading as uploads. New bills wait in Needs review for you.
Type the amount and what it was for. Nothing is saved until you tap Confirm expense.
Search by vendor or invoice number, or tap Pending invoices. Tap View invoice to get the saved original.
Copilot reads your books without changing them. Replies stay short - tap Continue on longer ones.
Owners and admins with a linked number get a WhatsApp reminder the day before a subscription renews.
Each member links their own number. Numbers stay masked, and revoking stops access at once.
SEE IT IN ACTION
HOW IT WORKS
Link your number once, say hi, and choose Upload bill, Add expense or Find invoices - or just type a question.
Link your number once; the menu is one 'Hi' away.
Send a photo or PDF. AI reads the vendor, GSTIN, tax and total. The bill is saved as a draft for review.
A clear photo or PDF is enough. It waits in Needs review.
Write "500 spent on fuel today". Check the details, add a receipt if you like, then tap Confirm expense.
Nothing is saved until you tap Confirm expense.
Ask by vendor or invoice number, or tap Pending invoices. Tap View invoice and the saved original comes back as a PDF.
Ask by vendor or invoice number, or tap Pending invoices.
Ask about your spend or dues. Copilot answers from your books without changing them; longer replies continue on tap.
Answered from your books · read-only.
A BILL FROM THE CHAT
Tap Upload bill and send a photo or PDF. AI reads the vendor, GSTIN, tax and total the same way an upload does, replies with what it found, and saves the bill as a draft in Needs review - never straight into your books.
AN EXPENSE IN A SENTENCE
Write it the way you would say it. The bot reads the amount, the category and the date, shows you the claim it is about to raise, and waits. Add a receipt if you like, then confirm - it goes to Approvals, not straight to the books.
REMINDERS, INVOICES AND ACCESS
KhataPilot messages you too - the day before a subscription renews. Ask for an invoice and the saved original comes back as a PDF. And every number on the account is one a member linked themselves.
WHAT HAPPENS AFTER YOU SEND
WhatsApp makes capture quick, and the checking happens in KhataPilot. New bills arrive as drafts, expenses wait for approval, and Copilot only reads - it never writes entries.
GOOD QUESTIONS. CLEAR ANSWERS.
A few things to know before you start.
See all featuresIn the KhataPilot sidebar, tap the link icon (Connections) and choose WhatsApp to get a connection code. Scan the QR code and tap Send in WhatsApp. The code expires after 10 minutes, so make a new one if it runs out.
Bills and receipts as a photo or PDF, expenses as a short message like "500 spent on fuel today", and questions about your books. Other files, such as voice notes, aren't read.
No. AI reads a new bill and saves it as a draft for you to review and publish. If it belongs to an entry you already have, such as a receipt for a booked bill, it's attached there and can mark it paid. Expenses from the chat go to approvals first.
Anyone on your team who signs in to KhataPilot can link their own number. Owners and admins see every connection in Settings and can revoke one at any time. Each member only sees the actions their role allows.
No. You message KhataPilot's business number. Copilot answers from your books without changing them, and a bill or expense sent from the chat is only saved once you confirm it in KhataPilot.
Each member links their own number from their profile. Numbers stay masked in KhataPilot, and an owner or admin can revoke a number at any time - access stops at once.
LESS PAPERWORK. MORE POSSIBILITY.
See what your everyday bills can become.
Try KhataPilot Request access for your business.