Integrations / Accounting
Raise Altoviz invoices and credit notes from WhatsApp
Yes. Connect Altoviz to Flann and you can ask about a sale invoice, a quote or a customer from WhatsApp, by text or voice note. You can also create invoices, receipts and credit notes from the same chat, without opening the laptop.
67 actions in Altoviz. 41 only look things up, and 26 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Altoviz
You do not need the exact wording. These are the kinds of messages Flann turns into Altoviz actions.
“Show me the last invoice we sent to Dupont”
“Which customers have I added this week?”
“Make a credit note for the Martin invoice”
“Add a new customer, Atelier Rousseau”
Which Altoviz jobs can you do from WhatsApp?
Look up and create customers, products, sale invoices, sale credits, receipts and quotes. Flann also updates or deletes the records you name.
Most invoicing admin is small and scattered. A customer wants a copy of last month's invoice. A job finished, so the invoice is due. A refund needs a credit note. Each one is a minute of work, but only at a desk. Flann reads and writes the same Altoviz records, so you can do these in the gaps between other things.
Because Altoviz groups products and customers into families, you can ask for those too. Say "add a customer family for our trade accounts" and Flann creates it. New customers then land in the right group from day one, and your invoicing reports stay tidy without extra clean-up later.
Why invoicing slips to the end of the day
Invoices wait because creating one means logging in, finding the customer and filling a form. The job is easy, but only at a desk.
The cost shows up as late invoices and slower payment. Nothing is wrong with Altoviz itself. The trouble is that you finish a job at a customer's door, and the invoice is a laptop task that evening. By then you have forgotten the extras. A message sent on the spot, while the details are fresh, gets the invoice right and gets it out.
What Flann can work with in Altoviz
Altoviz gives Flann 67 actions across 21 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Customers | createdeletesearchlook upupdate | 7 |
| Receipts | createdeletesearchlook upupdate | 6 |
| Products | createdeletesearchlook up | 5 |
| Sale invoices | createdeletesearchlook up | 5 |
| Contacts | createsearchlook up | 4 |
| Suppliers | deletelook upupdate | 4 |
| Sale quotes | deletesearchlook up | 3 |
| Purchase invoices | downloadupload | 2 |
Side by side, the two ways of working in Altoviz:
| Compare | Altoviz on its ownEvery step is yours | With FlannThe work comes to your chat |
|---|---|---|
| How you ask | Log in and click through the screens | Text or voice note, in your own words |
| Looking things up about customers | By hand, screen by screen | 41 look-ups, answered straight away |
| Creating and updating | Typed in by hand | 26 changes, made from a message |
| Altoviz records | All of them, one screen at a time | 21 kinds, from one chat |
| Set-up | Nothing new to set up | Your Altoviz API key, once |
YesPartlyNo
Step by step: Altoviz jobs you can hand to Flann
How a request turns into real Altoviz actions, one step at a time.
Create a customer from a voice note
- You message Flann on WhatsApp: “Create a customer in Altoviz with these details.”
- Flann runs
List Customersin Altoviz and shows you what it found. - Flann runs
Create Customerin Altoviz. - Flann creates it in Altoviz and confirms in the chat.
Get answers about your contacts
- You message Flann on WhatsApp: “What is the latest on our contacts in Altoviz?”
- Flann runs
List ContactsandFind Contact by Emailin Altoviz and shows you what it found. - Nothing in Altoviz is changed: these are look-ups, so they run straight away.
Clean up products you no longer need
- You message Flann on WhatsApp: “Which products in Altoviz are out of date? Remove the ones I confirm.”
- Flann runs
Find Product by Numberin Altoviz and shows you what it found. - Flann runs
Delete Productin Altoviz. - Each removal is confirmed in the chat.
Where Flann saves you time in Altoviz
Small jobs, repeated often, are where the time goes. Here is how they change once Altoviz is connected.
Payment queries from customers
Today
Customers message to ask whether their transfer arrived, and each question means logging in to Altoviz to check. Then you reply, then you forget to mark it.
With Flann
“Did Layla’s transfer for the March invoice land in Altoviz?”
It checks Altoviz straight away and tells you whether the payment is in, when it arrived and what is still open.
What you stop doing: Checking a single payment no longer means a trip to the laptop.
Month-end tidy for your accountant
Today
Before the accountant asks, someone has to find the uncategorised transactions, missing receipts and invoices left in draft. That someone is usually you, late on the last day of the month.
With Flann
“What is still loose in Altoviz before I send the month to my accountant?”
Across Altoviz, Flann looks for uncategorised lines, expenses with no receipt, drafts never issued and anything that looks duplicated, then sends you the lot as one tidy list. Obvious fixes come with a suggestion.
What you stop doing: The accountant stops sending you the same questions every month.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Altoviz
- Open Connectors in Flann and choose Altoviz.
- Paste your Altoviz API key into the secure form Flann opens. You will find the key in your Altoviz account settings.
- Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right Altoviz action itself.
Of the 67 Altoviz actions, 41 only read. The other 26 create, update, send or delete. Disconnect Altoviz in Connectors whenever you like.
Ways to use Altoviz with Flann
Your month in one message
Ask “how did we do this month?” and Flann answers from Altoviz in plain words, on your phone, between customers.
Log it while it is fresh
Send Flann a voice note about a payment or an expense. It prepares the entry in Altoviz and shows it to you before saving.
Chase what is owed
Ask Flann who still owes you. It checks Altoviz, lists the open items and drafts a reminder for each customer.
Everything Flann can do in Altoviz
Every Altoviz action Flann can run, split into what it reads and what it changes.
Looks up 41
- Download Purchase Invoice
- Download Sale Credit PDF
- Download Sale Invoice PDF
- Find Contact by Email
- Find Customer by Email
- Find Product by Number
- Find Product by Number or Internal ID
- Find Receipt by Internal ID
- Find Sale Credits
- Find Sale Invoices
- Find Sale Quotes
- Get Colleague by ID
- Get Contact by ID
- Get Current User
- Get Customer by ID
- Get Customer by Internal ID
- Get Customer Contacts
- Get Customer Family
- Get Product by ID
- Get Product Family by ID
- Get Receipt by ID
- Get Sale Credit by ID
- Get Sale Invoice by ID
- Get Settings
- Get Supplier by ID
- Get Supplier Contacts
- Get Units List
- Get VAT Rates
- List Colleagues
- List Contacts
and 11 more
Changes 26
- Create Contact
- Create Customer
- Create Customer Family
- Create Product
- Create Product Family
- Create Receipt
- Create Sale Credit
- Create Sale Invoice
- Delete Colleague
- Delete Customer
- Delete Customer Family
- Delete Draft Sale Credit
- Delete Product
- Delete Product Family
- Delete Receipt
- Delete Sale Invoice
- Delete Sale Quote
- Delete Supplier
- Register Webhook
- Update Colleague Information
- Update Customer Information
- Update Receipt
- Update Sale Credit
- Update Supplier Information
- Upload Purchase Invoice
- Unregister Webhook
More Accounting apps Flann works with
Common questions
Can I connect Altoviz to WhatsApp?
Yes. In Flann, open Connectors, choose Altoviz and paste your Altoviz API key into the secure form. After that you message Flann on WhatsApp, by text or voice note, and it works in your Altoviz account.
What can Flann create in Altoviz?
Flann can create customers, contacts, products, sale invoices, sale credits and receipts. It can also update customer, supplier and receipt details, and delete records such as a draft credit, a quote or an invoice you name.
Can I look up an old invoice from my phone?
Yes. Ask for a customer's invoices or a single sale invoice and Flann reads them from Altoviz and answers in the chat. Look-ups read your records and change nothing in Altoviz.
Is Altoviz included in my Flann plan?
Yes. Every Flann plan includes every app, Altoviz among them, so connecting it adds nothing to what you already pay.
What can Flann do with customers in Altoviz?
Flann can create, delete, search, look up and update customers in Altoviz, using 7 actions (Create Customer, Delete Customer, Find Customer by Email, Get Customer by ID and more). Looking up runs straight away and changes nothing. The other actions create or change customers in Altoviz.
What can Flann do with receipts in Altoviz?
Flann can create, delete, search, look up and update receipts in Altoviz, using 6 actions (Create Receipt, Delete Receipt, Find Receipt by Internal ID, Get Receipt by ID and more). Looking up runs straight away and changes nothing. The other actions create or change receipts in Altoviz.
How does Flann connect to Altoviz?
Open Connectors in Flann, choose Altoviz and paste your Altoviz API key into a secure form. You will find the key in your Altoviz account settings. Once it is connected, Flann can use 67 actions in Altoviz.
Do I need to open Altoviz to use it with Flann?
No. Once Altoviz is connected, you ask Flann on WhatsApp or in the Flann app, by text or voice note, and it does the work in Altoviz.
Does connecting Altoviz cost extra?
No. Altoviz is included in every Flann plan, along with every other app Flann connects to.