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AI CHATBOT

Billing Saathi Chat: Answers for Your Business, Instantly

The smart chat assistant inside your billing software. Ask for today's sales, this month's profit or your total outstanding, get help with any task, and open the right report in one click.

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  • Sales & profit answers
  • Step-by-step help
  • Reports in one click
Billing Saathi Chat window answering a sales question
Sales & profit in chat
Open the report in one click
8 help topics
Send chat to WhatsApp
THE BASICS

What Is Billing Saathi Chat?

Billing Saathi Chat is a chat assistant built into your billing system. Instead of searching through menus and reports, you type a question the way you would ask a colleague, and it replies right away.

It can tell you how your business is doing, such as today's sales, this month's profit and your total outstanding. It can also explain how to do things in Billing Saathi, like recording a payment or sending a reminder, and take you straight to the right screen.

Billing Saathi Chat can make mistakes. Always double-check replies before you act on them.

Billing Saathi Chat at a glance

AskSales, profit and outstanding, in plain words.
LearnReady-made how-to questions on 8 topics.
JumpOpen the exact report from the answer.
ShareSend the chat to WhatsApp.
ASK ABOUT YOUR BUSINESS

Get Your Numbers in One Message

Ask a question and see the answer with the dates and amounts, plus a button to open the full report.

What's today's sales?
You haven't recorded any sales today yet.
Open Sales Report →
What's this month's sales?
2026-10-01 → 2026-10-15₹ 14,000.00 across 1 invoice(s)
Open Sales Report →
What's this month's profit?
2026-10-01 → 2026-10-15Sales: ₹ 14,000.00
Purchases: ₹ 0.00
Profit: ₹ 14,000.00
Open Profit & Loss →
What's today's profit?What's my total outstanding?How do I share an invoice on WhatsApp?How do I chase pending payments?How do I create my first invoice?
BROWSE TOPICS

Help for Every Part of Billing Saathi

Not sure what to ask? Pick a topic and tap a ready-made question to get step-by-step help.

For You5 questions
Reports7 questions
Invoice7 questions
Products6 questions
Purchase5 questions
GST6 questions
Payments6 questions
Data6 questions

Example: questions under Payments

Each topic has its own list of questions, so help is always a tap away.

  • How do I record a payment?
  • How do I chase pending payments?
  • How do I send a payment reminder?
  • What's my total outstanding?
  • How do I pay a vendor?
  • What payment modes are supported?
How do I send a payment reminder?
From Report ▸ Pending Payment, click Send Reminder on any overdue row. Sends the customer a WhatsApp/email with the outstanding invoice PDF attached. Templates configurable under Settings.
Open Pending Payment →
FEATURES

Everything Inside Billing Saathi Chat

Simple to open, quick to use, and easy to double-check.

Instant Business Answers

Ask for today's sales, this month's sales, profit or your total outstanding and get the answer in the chat.

One-Click Reports

Answers come with a button such as Open Sales Report, Open Profit & Loss or Open Pending Payment.

Browse by Topic

Pick a topic like Reports, Invoice, GST or Payments and tap a ready-made question for step-by-step help.

Suggested Questions

Tap a suggestion instead of typing, and get follow-up questions that fit the answer you just read.

Chat History

Go back to earlier chats from the History tab or the recent chats list, or clear them all when you like.

Send Chat to WhatsApp

Share a conversation on WhatsApp straight from the chat, so your team sees the same answer.

Quick or Full View

Use a small chat window while you work, or open the full view with topics and history on the side.

Built to Be Double-Checked

Every reply reminds you to double-check, and the report button makes that check one click away.

HOW IT WORKS

From Question to Answer in 3 Steps

No setup and no special commands.

  1. 1

    Open the chat

    Open Billing Saathi Chat inside your billing software, as a small window or in full view.

  2. 2

    Ask or tap

    Type your question, tap a suggested question, or pick one from the topics list.

  3. 3

    Check and act

    Read the answer, then open the linked report to see the full details or take the next step.

SEE IT IN ACTION

A Look at Billing Saathi Chat

Use it as a quick chat window, or open the full view with topics and history.

Billing Saathi Chat window answering today's sales
Paste chat window screenshot linkChat window · about 438 × 654 px
Quick chat window
Billing Saathi Chat full view with topics and chat history
Paste full view screenshot linkFull view · about 1917 × 940 px
Full view with topics and history
AND MORE

Smart Help That Fits Your Way of Working

Even more ways Billing Saathi Chat saves you time.

PHOTO TO INVOICE

Create an invoice from a bill photo

Skip typing every line. Share a photo of a bill and get a draft invoice to review.

  • Upload a photo of a bill
  • Details are read into a draft invoice
  • You review and edit before saving
MULTI-LANGUAGE

Chat in the language you prefer

Ask in your own language so everyone on your team feels comfortable using it.

Englishहिन्दीગુજરાતીHinglishAnd more
WHY IT HELPS

Less Searching, More Running Your Business

Get what you need without clicking through screens.

Save time every day

Get sales, profit and outstanding figures in seconds instead of opening several reports.

Verify with one click

Each answer links to the full report, so you can check the details yourself.

Easy for your whole team

Anyone can ask a question or tap a topic. No training needed.

FAQ

Frequently Asked Questions

What is Billing Saathi Chat?
It is a chat assistant inside Billing Saathi. You can ask about your sales, profit and outstanding, or get how-to help on topics such as reports, invoices, products, purchase, GST, payments and data.
What can I ask it?
For example: What's today's sales? What's this month's sales? What's today's profit? What's my total outstanding? How do I send a payment reminder? You can also pick a ready-made question from the topics list.
How can I check an answer?
Answers include a button, such as Open Sales Report, Open Profit & Loss or Open Pending Payment, that takes you to the full report in Billing Saathi.
Does it keep my old chats?
Yes. Your earlier conversations appear under History and in your recent chats. You can start a new chat at any time, or clear all chats.
Can I share a chat on WhatsApp?
Yes. Use Send chat to WhatsApp to share a conversation.
Can it make mistakes?
Yes. Like any AI assistant, it can get things wrong, so please double-check replies, especially before you act on figures. The report button helps you verify.
Can it create an invoice from a photo, and does it work in other languages?
Billing Saathi Chat can help you create an invoice from a photo of a bill, and you can chat in the language you prefer. Please review any draft invoice before you save it.

Ask your first question today

Open Billing Saathi Chat and get your sales, profit and outstanding in seconds.

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Billing Saathi Chat can make mistakes, so please double-check replies and figures before you rely on them. Sample amounts and dates on this page are for illustration. Billing Saathi is software and does not provide tax, legal or financial advice. Features may change.