Connect VelvetPlan to WhatsApp and manage your finances without leaving your conversations. Send a photo of a receipt, ask about your cash flow, create an invoice — VelvetPlan handles it all through natural conversation.
Getting started
- 1
Open Apps in VelvetPlan
Go to the Apps section in your VelvetPlan dashboard and find WhatsApp. Open in VelvetPlan
- 2
Connect WhatsApp
Scan the QR code or copy the connection link to start a chat with the VelvetPlan WhatsApp number.
- 3
Start chatting
Send your first message — try forwarding a receipt or asking "What did I spend this week?"
Notifications
Once connected, you'll receive notifications for:
- New transactions from connected bank accounts
- Invoice status changes (paid, overdue)
- Receipt match suggestions
- Recurring invoice reminders
All notifications are on by default. To manage them, go to Apps → WhatsApp → Settings in VelvetPlan.
What you can do
- Send receipts and PDFs — just snap a photo or forward a document
- Create and send invoices through conversation
- Track time by telling VelvetPlan what you worked on
- Ask questions about your finances in plain language
- Get real-time notifications for transactions and invoices
Everything you need to run your business
Invoicing, transactions, time tracking, customers, and files — all connected in one system.
Pricing that matches how you run your business
Start simple, upgrade when your workflow gets more complex.
Starter
Everything you need to get going
$180/year · billed annually
Best for getting started
Pro
More power as your business grows
$468/year · billed annually
Best value for most businesses
14-day free trial · 30-day money-back guarantee · / · Excl. tax