Integrations / Taxes
Run Quaderno from WhatsApp: invoices, estimates, expenses and tax rates
You're out, a customer wants an estimate, and a payment has just landed. Both jobs live in Quaderno, and Quaderno lives on your laptop. With Flann connected, you send a WhatsApp message or a voice note instead: list my unpaid invoices, draft an estimate for this client, what tax rate applies to a buyer in France. Look-ups answer straight away and change nothing.
76 actions in Quaderno. 35 only look things up, and 41 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Quaderno
You do not need the exact wording. These are the kinds of messages Flann turns into Quaderno actions.
“Show me my invoices in Quaderno.”
“Look up the estimate in Quaderno.”
“Show me my coupons in Quaderno.”
“Create an expense in Quaderno.”
“Create an estimate in Quaderno.”
“Update the contact in Quaderno.”
For the owner who runs Quaderno between other jobs
Flann is for an owner who already keeps invoices, estimates and expenses in Quaderno and would rather handle them by WhatsApp message than by opening the dashboard.
You already keep the money side of the business in Quaderno. Invoices and receipts go out from it, estimates start there, expenses get logged against it, and the tax rate for each sale comes from its calculation. The records sit in one account: invoices, estimates, receipts, expenses, contacts, products, coupons and credit notes. What you don't always have is the laptop. Flann gives you a way into that account from the phone already in your hand.
The moment usually looks like this. You're between jobs and a customer is waiting on an estimate, or a payment has arrived and you want it recorded before you forget. You type a message to Flann on WhatsApp or in the Flann app, or you send a voice note while walking to the car. Flann transcribes it and replies in the same chat with the Quaderno record you meant.
- Invoices: create, look up, update and record payments
- Estimates: draft one for a waiting customer, then adjust it
- Receipts and expenses: log them while they're still in your pocket
- Contacts: update details the moment a customer tells you
- Products and coupons: create, change or remove
- Credit notes: look up, update or void
What slows down your Quaderno work
Every small Quaderno task needs the laptop: an estimate for a waiting customer, a payment to record, an expense to log, a tax rate to check.
Most Quaderno tasks are quick. The trouble is that each one needs you at a desk. A customer asks for an estimate, or spots a mistake on an invoice and wants a corrected one, and the reply waits until evening. Meanwhile receipts sit in your camera roll and your wallet, because logging an expense means a separate sitting with the dashboard open. None of it is hard. It just never happens at the moment it comes up.
Other jobs get found late. You only learn which invoices are still unpaid when you open Quaderno and search, and a payment that arrived on Tuesday may not be recorded until Friday. A customer changes their billing email, and the contact record stays stale until someone remembers. Then there's tax. A sale to a customer in another country means stopping to run the rate calculation before you can quote or invoice with confidence.
How Flann works with your Quaderno account
Paste your Quaderno API key into a secure form in Flann.
Connecting takes a single paste. You copy your Quaderno API key into a secure form in Flann, and the account is linked. There's no set-up project after that: you start asking in the chat, and a one-off request like 'what has Harbour Studio paid this month' needs nothing prepared in advance. Quaderno is included in every Flann plan, so it doesn't sit behind an upgrade.
Flann has 76 Quaderno actions: 35 look-ups and 41 changes. Look-ups run straight away and change nothing. Ask for your invoices, pull up an estimate, check your receipts or ask what tax applies to a customer in Germany, and Flann answers using actions such as List Invoices, Get Estimate, List Receipts and Calculate Tax Rate. You can see what's unpaid while you wait for a coffee, then decide what to do.
Changes work differently. Tax records deserve that care. You can switch back to Suggest at any time.
What Flann can work with in Quaderno
Quaderno gives Flann 76 actions across 21 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Contacts | createdeletelook upupdate | 6 |
| Coupons | createdeletelook upupdate | 5 |
| Estimates | createdeletelook upupdate | 5 |
| Expenses | createdeletelook upupdate | 5 |
| Products | createdeletelook upupdate | 5 |
| Invoices | createlook upupdate | 4 |
| Credit notes | look upupdatevoid | 3 |
| Receipts | createlook up | 3 |
How the same contact job compares, in Quaderno directly and through Flann.
| Compare | Opening QuadernoLog in, find it, do it | Quaderno through FlannAsk and get it done |
|---|---|---|
| Getting started on a job | Open the app and find the right page | A WhatsApp message, typed or spoken |
| Finding answers about contacts | Filters and searches you run yourself | 35 look-ups, answered straight away |
| Making changes | Typed in by hand | 41 changes, made from a message |
| Quaderno records | All of them, one screen at a time | 21 kinds, from one chat |
| Getting connected | Nothing new to set up | Your Quaderno API key, once |
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Step by step: Quaderno jobs you can hand to Flann
How a request turns into real Quaderno actions, one step at a time.
Create a contact from a voice note
- You message Flann on WhatsApp: “Create a contact in Quaderno with these details.”
- Flann runs
List Contactsin Quaderno and shows you what it found. - Flann runs
Create Contactin Quaderno. - Flann creates it in Quaderno and confirms in the chat.
Fix an invoice without opening Quaderno
- You message Flann on WhatsApp: “Change the invoice in Quaderno: here is what is different.”
- Flann runs
List Invoicesin Quaderno and shows you what it found. - Flann runs
Update Invoicein Quaderno. - Flann makes the change in Quaderno and confirms in the chat.
Clean up products you no longer need
- You message Flann on WhatsApp: “Which products in Quaderno are out of date? Remove the ones I confirm.”
- Flann runs
List Productsin Quaderno and shows you what it found. - Flann runs
Delete Productin Quaderno. - Each removal is confirmed in the chat.
Where Flann saves you time in Quaderno
Small jobs, repeated often, are where the time goes. Here is how they change once Quaderno is connected.
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 Quaderno 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 Quaderno, 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.
Payment queries from customers
Today
Customers message to ask whether their transfer arrived, and each question means logging in to Quaderno to check. Then you reply, then you forget to mark it.
With Flann
“Did Layla’s transfer for the March invoice land in Quaderno?”
It checks Quaderno 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.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Quaderno
- Search for Quaderno in Flann’s Connectors.
- Paste your Quaderno API key into the secure form Flann opens. You will find the key in your Quaderno account settings.
- Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right Quaderno action itself.
Of the 76 Quaderno actions, 35 only read. The other 41 create, update, send or delete. Disconnect Quaderno in Connectors whenever you like.
Ways to use Quaderno with Flann
Find the slow payers
Ask which customers pay late. Flann reads the history in Quaderno and gives you the short list, so you decide who gets a nudge.
Check before you promise
A customer asks for credit or a discount. Ask Flann what they have spent with you, straight from Quaderno, before you answer.
Log it while it is fresh
Send Flann a voice note about a payment or an expense. It prepares the entry in Quaderno and shows it to you before saving.
Everything Flann can do in Quaderno
Every Quaderno action Flann can run, split into what it reads and what it changes.
Looks up 35
- Calculate Tax Rate
- Get Authorization
- Get Estimate
- List Credits
- List Estimates
- List Invoices
- List Receipts
- Retrieve Contact by Processor ID
- List Contacts
- List Coupons
- List Evidence
- List Expenses
- List Products
- List Recurrings
- List Registered Tax IDs
- List Reporting Requests
- List Sessions
- List Tax Codes
- List Tax Jurisdictions
- List Webhooks
- Ping API Service
- Retrieve Contact
- Retrieve Coupon
- Retrieve Credit Note
- Retrieve Evidence
- Retrieve Expense
- Retrieve Invoice
- Retrieve Product
- Retrieve Receipt
- Retrieve Recurring
and 5 more
Changes 41
- Create Estimate
- Create Expense
- Create Receipt
- Create Recurring
- Create Transaction
- Record Invoice Payment
- Update Contact
- Add Expense Payment
- Create Contact
- Create Coupon
- Create Evidence
- Create Invoice
- Create Product
- Create Report Request
- Create Tax ID
- Create Webhook
- Delete Contact
- Delete Coupon
- Delete Estimate
- Delete Expense
- Delete Product
- Delete Recurring
- Delete Tax ID
- Delete Webhook
- Deliver Credit Note
- Deliver Estimate
- Deliver Invoice
- Deliver Receipt
- Mark Invoice Uncollectible
- Remove Invoice Payment
and 11 more
More Taxes apps Flann works with
Common questions
Does Quaderno integrate with WhatsApp?
Yes, through Flann. You connect Quaderno by pasting your API key into a secure form in Flann. After that you ask for invoices, estimates, expenses and tax rates by text or voice note on WhatsApp, and Flann transcribes voice notes and replies in the same chat.
Can I check a tax rate from my phone with Quaderno?
Yes. Ask Flann on WhatsApp, for example what rate applies to a customer in Spain, and it runs Quaderno's tax rate calculation as a look-up straight away. Nothing in your account changes, so you can check before you quote.
How do I connect Quaderno to Flann?
Paste your Quaderno API key into a secure form in Flann. That's the whole set-up. Quaderno is included in every Flann plan, so once the key is in you can start asking for invoices, estimates or tax rates by text or voice note.
What can Flann do with contacts in Quaderno?
Flann can create, delete, look up and update contacts in Quaderno, using 6 actions (Create Contact, Delete Contact, List Contacts, Retrieve Contact and more). Looking up runs straight away and changes nothing. The other actions create or change contacts in Quaderno.
What can Flann do with coupons in Quaderno?
Flann can create, delete, look up and update coupons in Quaderno, using 5 actions (Create Coupon, Delete Coupon, List Coupons, Retrieve Coupon and more). Looking up runs straight away and changes nothing. The other actions create or change coupons in Quaderno.
How does Flann connect to Quaderno?
Open Connectors in Flann, choose Quaderno and paste your Quaderno API key into a secure form. You will find the key in your Quaderno account settings. Once it is connected, Flann can use 76 actions in Quaderno.
Do I need to open Quaderno to use it with Flann?
No. Once Quaderno is connected, you ask Flann on WhatsApp or in the Flann app, by text or voice note, and it does the work in Quaderno.
Is Quaderno included in my Flann plan?
Yes. Every Flann plan includes every app, Quaderno included.