Getting started
ScaleFlow in 45 seconds
Invoices arrive from e-mail and WhatsApp, you see against the bank statement what is missing — and we ask the supplier for it.
Tutorial video — coming soon
Meanwhile, the steps below explain everything.
Step by step
- 1Invoices arrive by themselves: from e-mail (forwarding) and WhatsApp (photo, PDF or link).
- 2Upload the month’s bank statement — every payment gets a status: has an invoice, missing, or not needed (fee, tax, salary).
- 3The home screen shows how many payments already have an invoice; 'See the list' shows what is missing.
- 4For each gap: 'Ask the supplier' — we contact the supplier in your business’s name.
- 5On the day you choose, your accountant gets a closed month, including a list of what is still missing.
- Sign up — no credit card
- First setup: your business
- Forward invoices from Gmail — set it once
- Older invoices from Gmail — up to 4 years back
- Outlook: a forwarding rule
- Business Outlook blocks forwarding? Here’s what to do
- On iPhone: invoices from iCloud Mail
- Connect WhatsApp
- Send an invoice on WhatsApp: photo, PDF or link
- When the bot isn’t sure: duplicate, unreadable, not an invoice
Didn’t find an answer? Write to us on WhatsApp or by e-mail and we’ll get back to you.