Integrations / Payment Processing
Connect Moonclerk to WhatsApp with an AI agent
Flann turns Moonclerk into something you can message. Ask on WhatsApp, by text or voice note, and Flann does the work in Moonclerk for you. Think of Moonclerk as the ledger and Flann as the person who reads it for you. You ask about overdue invoices, tax due or a single customer’s balance, and the answer arrives on WhatsApp in a sentence or two.
5 actions in Moonclerk. All of them only look things up, so nothing in Moonclerk is ever changed. You connect with your API key.
What you can ask Flann to do in Moonclerk
You do not need the exact wording. These are the kinds of messages Flann turns into Moonclerk actions.
“Show me my payments in Moonclerk.”
“Show me my customers in Moonclerk.”
“Show me my discounts in Moonclerk.”
Step by step: Moonclerk jobs you can hand to Flann
How a request turns into real Moonclerk actions, one step at a time.
Get answers about your customers
- You message Flann on WhatsApp: “What is the latest on our customers in Moonclerk?”
- Flann runs
List Customersin Moonclerk and shows you what it found. - Nothing in Moonclerk is changed: these are look-ups, so they run straight away.
Check your payments from WhatsApp
- You message Flann on WhatsApp: “Show me where our payments in Moonclerk stand.”
- Flann runs
List Paymentsin Moonclerk and shows you what it found. - Nothing in Moonclerk is changed: these are look-ups, so they run straight away.
Get answers about your subscriptions
- You message Flann on WhatsApp: “What is the latest on our subscriptions in Moonclerk?”
- Flann runs
List Subscriptionsin Moonclerk and shows you what it found. - Nothing in Moonclerk is changed: these are look-ups, so they run straight away.
Where Flann saves you time in Moonclerk
Small jobs, repeated often, are where the time goes. Here is how they change once Moonclerk is connected.
Invoice the job on the way out
Today
You finish a job, head to the next one and promise yourself the invoice will go out tonight. Often it does not.
With Flann
“Invoice Hassan for the kitchen fit, materials plus labour, usual terms.”
Within Moonclerk, Flann finds Hassan, builds the invoice from the lines you described and applies your standard payment terms. It stays a draft for now.
What you stop doing: Unbilled work stops living in your head.
Receipts without the shoebox
Today
Paper receipts collect in the car, the wallet and the till drawer. At quarter end you key each one into Moonclerk from a crumpled pile.
With Flann
“Here is the fuel receipt from this morning, put it against the Ahmed job.”
Send a photo and Flann reads the supplier, date, amount and tax straight off it. It then prepares the expense in Moonclerk, coded to the job you named, with the image attached so your accountant can see the original.
What you stop doing: Quarter end no longer starts with a pile of faded paper.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Moonclerk
- Open Connectors in Flann and choose Moonclerk.
- Paste your Moonclerk API key into the secure form Flann opens. You will find the key in your Moonclerk account settings.
- Go back to WhatsApp and ask for what you need. Flann chooses the Moonclerk action and fills in the details.
Of the 5 Moonclerk actions, 5 only read. The other 0 create, update, send or delete. Disconnect Moonclerk in Connectors whenever you like.
Ways to use Moonclerk with Flann
Log it while it is fresh
Send Flann a voice note about a payment or an expense. It prepares the entry in Moonclerk and shows it to you before saving.
Check before you promise
A customer asks for credit or a discount. Ask Flann what they have spent with you, straight from Moonclerk, before you answer.
Your month in one message
Ask “how did we do this month?” and Flann answers from Moonclerk in plain words, on your phone, between customers.
Side by side, the two ways of working in Moonclerk:
| Compare | Opening MoonclerkLog in, find it, do it | Moonclerk through FlannAsk and get it done |
|---|---|---|
| Getting started on a job | Log in and click through the screens | Text or voice note, in your own words |
| Looking things up | By hand, screen by screen | 5 look-ups, answered straight away |
| Moonclerk records | All of them, one screen at a time | 5 kinds, from one chat |
| Set-up | Nothing new to set up | Your Moonclerk API key, once |
YesPartlyNo
Everything Flann can do in Moonclerk
Every Moonclerk action Flann can run, split into what it reads and what it changes.
Looks up 5
- List Customers
- List Discounts
- List Payment Forms
- List Payments
- List Subscriptions
Changes 0
None.
More Payment Processing apps Flann works with
QuickBooks
ERPNext
WiseCommon questions
How does Flann connect to Moonclerk?
Open Connectors in Flann, choose Moonclerk and paste your Moonclerk API key into a secure form. You will find the key in your Moonclerk account settings. Once it is connected, Flann can use 5 actions in Moonclerk.
Do I need to open Moonclerk to use it with Flann?
No. Once Moonclerk is connected, you ask Flann on WhatsApp or in the Flann app, by text or voice note, and it does the work in Moonclerk.
Does connecting Moonclerk cost extra?
No. Moonclerk is included in every Flann plan, along with every other app Flann connects to.