Integrations / Payment Processing
PayChasers on WhatsApp: manage clients with an AI agent
Flann turns PayChasers into something you can message. Ask on WhatsApp, by text or voice note, and Flann does the work in PayChasers for you. Most owners open PayChasers only when they have to. Flann changes that habit by bringing invoices, payments and balances into the chat you already keep open all day, so the money side of the business stops piling up for Sunday night.
7 actions in PayChasers. 3 only look things up, and 4 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in PayChasers
You do not need the exact wording. These are the kinds of messages Flann turns into PayChasers actions.
“Show me my chases in PayChasers.”
“Show me my clients in PayChasers.”
“Create a chase in PayChasers.”
“Create a client in PayChasers.”
“Send a Follow-Up from PayChasers.”
What Flann can work with in PayChasers
PayChasers gives Flann 7 actions across 5 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Clients | createlook up | 2 |
| Chases | createlook up | 2 |
How the same client job compares, in PayChasers directly and through Flann.
| Compare | Opening PayChasersLog in, find it, do it | PayChasers 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 about clients | By hand, screen by screen | 3 look-ups, answered straight away |
| Creating and updating | Typed in by hand | 4 changes, made from a message |
| PayChasers records | All of them, one screen at a time | 5 kinds, from one chat |
| Set-up | Nothing new to set up | Your PayChasers API key, once |
YesPartlyNo
Step by step: PayChasers jobs you can hand to Flann
How a request turns into real PayChasers actions, one step at a time.
Create a client from a voice note
- You message Flann on WhatsApp: “Create a client in PayChasers with these details.”
- Flann runs
List Clientsin PayChasers and shows you what it found. - Flann runs
Create Clientin PayChasers. - Flann creates it in PayChasers and confirms in the chat.
Get answers about your chases
- You message Flann on WhatsApp: “What is the latest on our chases in PayChasers?”
- Flann runs
List Chasesin PayChasers and shows you what it found. - Nothing in PayChasers is changed: these are look-ups, so they run straight away.
Check your users from WhatsApp
- You message Flann on WhatsApp: “Show me where our users in PayChasers stand.”
- Flann runs
Get Current Userin PayChasers and shows you what it found. - Nothing in PayChasers is changed: these are look-ups, so they run straight away.
Where Flann saves you time in PayChasers
Small jobs, repeated often, are where the time goes. Here is how they change once PayChasers is connected.
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 PayChasers before I send the month to my accountant?”
Across PayChasers, 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.
Knowing which bills to pay
Today
Supplier bills arrive by email, post and WhatsApp, and only some of them make it into PayChasers. Due dates slip past and late fees follow.
With Flann
“List the supplier bills due before Friday in PayChasers and what we have in the bank.”
Straight from PayChasers, Flann lists the bills falling due, with the supplier, the amount and any that are already late, next to your current balance. You decide what to pay.
What you stop doing: Nobody has to keep due dates on a sticky note by the till.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to PayChasers
- In Flann, go to Connectors and find PayChasers.
- Paste your PayChasers API key into the secure form Flann opens. You will find the key in your PayChasers account settings.
- Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right PayChasers action itself.
Of the 7 PayChasers actions, 3 only read. The other 4 create, update, send or delete. Disconnect PayChasers in Connectors whenever you like.
Ways to use PayChasers with Flann
Your month in one message
Ask “how did we do this month?” and Flann answers from PayChasers in plain words, on your phone, between customers.
Check before you promise
A customer asks for credit or a discount. Ask Flann what they have spent with you, straight from PayChasers, before you answer.
Chase what is owed
Ask Flann who still owes you. It checks PayChasers, lists the open items and drafts a reminder for each customer.
Everything Flann can do in PayChasers
Every PayChasers action Flann can run, split into what it reads and what it changes.
Looks up 3
- Get Current User
- List Chases
- List Clients
Changes 4
- Create Chase
- Create Client
- Mark Chase Paid
- Send Follow-Up
More Payment Processing apps Flann works with
Square
BrexCommon questions
What can Flann do with clients in PayChasers?
Flann can create and look up clients in PayChasers, using 2 actions (Create Client, List Clients). Looking up runs straight away and changes nothing. The other actions create or change clients in PayChasers.
What can Flann do with chases in PayChasers?
Flann can create and look up chases in PayChasers, using 2 actions (Create Chase, List Chases). Looking up runs straight away and changes nothing. The other actions create or change chases in PayChasers.
How does Flann connect to PayChasers?
Open Connectors in Flann, choose PayChasers and paste your PayChasers API key into a secure form. You will find the key in your PayChasers account settings. Once it is connected, Flann can use 7 actions in PayChasers.
Do I need to open PayChasers to use it with Flann?
No. Once PayChasers is connected, you ask Flann on WhatsApp or in the Flann app, by text or voice note, and it does the work in PayChasers.
Which Flann plan do I need for PayChasers?
Any of them. Every Flann plan includes PayChasers and every other app.