A chat that books
what the team tells it
The team writes in Slack or Telegram, and a person presses once to book it. Bank details never come from a chat.
Papers and payees
What the team says in its chats comes back here as a card with its button.
- Contacts
- Invoices
- Proposals
- Pay links
- Documents
- Chats
#northline-spendSlack
Ask- SASam · taxi to the client, $42 on the cardCompany expense · card 1184RecordChange account
- ALAlex · my own $64, lunch with HalcyonExpense claim · goes to MiraSubmitEdit
- MIMira · Alex's claim, $64In Mira's own chatApproveReject
- NWNorthwind · more time on invoice 1042From the client's chat · seven more daysMove the due dateOpen
Each line said in the room comes back as a card with its button. A client's request arrives in the team's channel, and a person presses.
How it works
Chats
in four lines
- Four things a team says
- A company expense, an expense claim, a supplier bill or an invoice to a client. Each comes back as a card, and the press books it once.
- Approvals in their own chat
- A claim goes to the approvers with Approve and Reject in their own chat. The permissions of the cabinet are checked again at the press.
- A chat per client
- The invoice arrives in the client's chat with Pay, PDF and Ask for more time. Their questions land in your channel, and a person answers them, never the AI.
- Receipts asked where people are
- A request for a receipt arrives with Attach a receipt under it. A photo sent without it is asked about first, so it never becomes a second copy.
Questions
Chats
the short answers
Can someone order a payment from the chat?
No. The chat books what a person says about their own money, and a payment still goes through the Inbox and the signatures your rules ask for. An order quoted from someone else is asked about, not done.
What do we need to set up?
Add the Slack app or the Telegram bot and link the channel to the space; rooms are part of every paid plan. Only members of the space get its data in the room.
Read next
- In the cabinetAML screening Wallets and companies checked, before money moves either way
- In the cabinetAnti-fraud monitoring Payouts watched for fraud, a finding says who and why
- In the cabinetOrla for Slack Answered in the channel it was asked in
- In the cabinetInside the cabinet Every section, place by place
See your own cabinet
on a thirty minute call
We open it on your books and show what the machine would do by itself in your first week.