3x
Increased productivity in the accounting sector
WhatsApp Business API for Accounting eliminates repetitive manual tasks and allows your team to focus on managing accounting demands efficiently.
WhatsApp Business API for Accounting: Send Guides from the Office's Official Number
A guide sent from a personal number is one the client distrusts. The verified number separates the office's communication from a fraud attempt.
Our Clients Companies that trust the operation
+180k
Messages and media exchanged every day
+1,200
Companies that trust our solutions
+40k
Automations built on our platform
O que é WhatsApp Business API para Contabilidade
The WhatsApp Business API for Accounting from Nexloo connects your business to the official WhatsApp Business API with a green badge and advanced features, tailored to the specific needs of accounting firms. With a solution developed for the accounting sector, your team automates communication with clients about documents and focuses on what really matters: managing accounting demands.
Companies in the accounting sector face unique challenges in communication and client relationships. The complete Nexloo support platform addresses these challenges with accessible technology, quick setup, and proven results from hundreds of accounting firms across Brazil.
Results
Benefícios do WhatsApp Business API para Contabilidade
What changes in the office when the document comes from a verified sender.
80%
Reduced response time
Serve accounting firms instantly at any time, leaving no message unanswered.
24/7
Full availability for accounting firms
Clients in the accounting sector receive immediate responses even outside business hours.
45%
Increased customer satisfaction
Resolve doubts and demands from accounting firms quickly, enhancing the customer experience.
Features
Funcionalidades do WhatsApp Business API para Contabilidade
Recursos projetados para transformar o atendimento no segmento de contabilidade.
Verified account green badge
Convey credibility with the official WhatsApp Business verification badge on your account.
Unlimited messages without banning
The official API allows a high volume of messages within Meta's policies without the risk of blocking.
Webhooks and native integrations
Connect existing systems like ERP, CRM, and e-commerce via documented RESTful API.
Multi-number and multi-agent
Manage multiple WhatsApp Business numbers with separate teams in a centralized dashboard.
Official WhatsApp API
Direct connection to Meta's official API, ensuring stability, speed, and compliance with policies.
Green verification badge
Assisted process to obtain the verified badge that increases trust and message open rates.
Account verification and official seal
Nexloo handles the business verification with Meta and the request for the badge. The client sees the company's name instead of a random number — and decides in seconds whether to respond.
No limit on connected devices
How many agents do you need at the same number, without a phone on the desk and without the instability of keeping a device connected all day long.
Approval of models accompanied
You write the model, the platform sends it to Meta, and shows the status. Rejections come with a reason, and adjustments are made before the campaign relies on them.
24-hour window controlled
Within the window, the conversation is free and without model costs; outside of it, only approved templates are sent. The platform shows the status of each conversation.
Delivery and read receipt
Sent, delivered, and read come as the status of each message. For billing and mandatory communication, this record is the difference between notifying and proving that you notified.
Click-to-WhatsApp ads
Meta campaigns that open a conversation go directly to the official number, with the source campaign tagged in the contact — and attribution stops being a guess.
Quality monitor of the number
Meta maintains a quality indicator on your number and limits sending when it drops. The platform monitors this indicator and alerts before the limitation.
Sending tier escalation
The daily conversation limit increases according to the number's history. The platform shows what step you are on and what is needed for the next one.
Migration of the number you already use
The current number can be migrated to the API while keeping customer contacts. There's no need to share a new number or restart the database.
Comece a usar WhatsApp Business API para Contabilidade
Peça um diagnóstico gratuito e descubra como o WhatsApp Business API pode transformar seu atendimento.
Segments
Para quem é o WhatsApp Business API para Contabilidade
The accounting office formats that earn the most with the Official API.
escritórios de contabilidade de pequeno porte
Equipes de 2-10 pessoas
Lack of organization in communication with clients about documents leads to missed opportunities and daily rework.
escritórios de contabilidade em crescimento
Equipes de 10-50 pessoas
Increasing volume of demands exceeds the team's capacity to manage accounting demands with quality.
escritórios de contabilidade com múltiplas unidades
Operações com 3+ locais
Standardizing service across branches and maintaining uniform quality is challenging without centralization.
Operations that have been blocked
Starting from 3 users
Lost a number due to unofficial automation and cannot repeat the episode with the current database.
Large teams in one number
Starting from 3 users
They hit the limit of connected devices of the regular WhatsApp Business and the instability of the connected phone.
Anyone who advertises click-to-WhatsApp.
Starting from 3 users
They need the official number to run the cheapest acquisition ad format available today.
Communication with proof of obligation
Starting from 3 users
They need to demonstrate when they notified, to whom, and if the message was received.
Sending outside the 24-hour window
Starting from 3 users
They depend on reaching the client when they haven't initiated contact first — which is only allowed by the approved model.
Integration with proprietary ERP and CRM
Starting from 3 users
They want to send and receive messages from the system itself, without anyone opening a second screen.
Schedules with more than one operation
Starting from 3 users
They need numbers separated by unit or brand, with teams and reports under the same account.
High and seasonal volume
Starting from 3 users
They concentrate sending on specific dates and cannot discover a tier limit on the day of the campaign.
Operations that switched tools
Starting from 3 users
They are already using the API from another provider and want to migrate without changing their number or losing their history.
What sets us apart
Por que escolher Nexloo para Contabilidade
What is already included in the plan with the Official WhatsApp API.
Official Meta Business Partner
Nexloo is an authorized partner of Meta, ensuring direct access to the API without intermediaries.
Accelerated account approval
Simplified verification and approval process with dedicated support throughout setup.
Business scalability
Supports thousands of simultaneous conversations with robust infrastructure and guaranteed SLA.
Specialized technical support
Dedicated team for integration, troubleshooting, and continuous optimization of your operation via API.
Ecosystem
Integrations that simply work.
Connect Nexloo to the tools you already run on, without friction — more than 5,000 apps available to extend your support hub and automate the work around it
Where the conversation flows to
- Parceiro OficialMeta
- Zapier
- HubSpot
- Salesforce
- RD Station
- Pipedrive
- API REST
Where the lead comes from, and where the team works after
- Mais pedidaMeta Ads
- Google Ads
- Meta Lead Forms
- Google Sheets
- Google Calendar
- Shopify
- Slack
What's changing
Guide sent from personal number It's an unpaid guide.
The customer has been trained to distrust charges coming from unknown numbers — and they're right. The office pays the price of this distrust in fines and explanation calls.
In practice
How the office sends document that the client opens
Verified name, utility model, and delivery receipt: the three things that turn a suspicious shipment into an official document.
The office is verified
The name of the accounting firm appears as the sender, and the invoice no longer looks like a scam.
The model is approved
Sending guide and deadline notice are utilities, with their own approval and cost.
The delivery is recorded.
Sent, delivered, and read — the record that ends the discussion about "they didn't notify".
The response opens the conversation.
Inquiries about the guide unlock 24 hours of free support with the right department.
FAQ
Before sending the next guide.
The most common questions about verification, model category, proof, and confidentiality.
How does the WhatsApp Business API for Accounting work in practice?
The WhatsApp Business API for Accounting from Nexloo was specifically developed to meet the needs of the accounting sector. The solution connects your business to the official WhatsApp Business API with a green badge and advanced features, tailored for accounting firms. In practice, accounting firms can set up the tool in minutes, connecting their support channels and customizing flows for communication with clients about documents. The system learns from interactions and becomes more efficient over time, allowing your team to focus on managing accounting demands instead of repetitive operational tasks.
Does the WhatsApp Business API for Accounting have a free plan for accounting firms?
Yes, Nexloo offers a 7-day free trial with full access to the WhatsApp Business API for Accounting for accounting firms. Professionals in the accounting sector can set up the system, connect preferred channels, and test with real communication demands with clients about documents without financial commitment. No payment information is required to get started. After the trial, flexible plans cater to individual firms as well as networks with multiple units, scaling as needed. Our team supports accounting firms throughout the evaluation, ensuring full utilization of the resources available for the sector.
How to connect the WhatsApp Business API for Accounting to the systems I already use?
Connecting the WhatsApp Business API for Accounting with tools used by accounting firms is done without the need for programming. Nexloo provides ready-made connectors via Zapier and webhooks for the most popular systems in the accounting sector, as well as a RESTful API for specific integrations. Accounting management, scheduling, financial, and marketing software can be integrated directly. For accounting firms with proprietary systems, the API documentation allows technical teams to create custom connections. Our technical support assists with each integration at no additional cost.
How long does it take to set up the WhatsApp Business API for Accounting?
The initial setup of the WhatsApp Business API for Accounting for accounting firms takes between 10 and 30 minutes for the basic version. The process includes creating an account, connecting communication channels, and customizing automatic messages for the accounting sector. Advanced features such as complex automations and integrations with specific accounting firm systems may take 1 to 3 days for complete setup. Nexloo provides pre-configured templates for the accounting sector that significantly speed up the initial setup and reduce the learning curve.
Is the WhatsApp Business API for Accounting safe for client data in the accounting sector?
Absolutely. The WhatsApp Business API for Accounting meets specific security requirements for accounting firms, operating in full compliance with LGPD. Communications are protected by encryption at all stages. Granular access control allows defining which employees view sensitive client data in the accounting sector. Features such as automatic consent, opt-out, and data deletion meet regulatory obligations without operational effort. Servers with international certifications provide additional protection for information handled by accounting firms.
Why use WhatsApp Business API for Accounting instead of the WhatsApp Business App?
The basic WhatsApp Business App is limited to one device and basic features, which are insufficient for growing accounting firms. The WhatsApp Business API for Accounting unlocks advanced functionalities such as the green verification badge, unlimited multi-agents, intelligent chatbots trained for communication with clients about documents, integrations with accounting sector systems, and the ability to process hundreds of simultaneous conversations from accounting firms.
How soon will I see results using WhatsApp Business API for Accounting?
Initial results with the WhatsApp Business API for Accounting are visible within the first 48 hours, especially in response speed and organization of service for accounting firms. Productivity metrics and reduction of manual tasks appear in the first week of active use. Impact on revenue and client retention in the accounting sector typically consolidates between 2 and 4 weeks, as the team masters the tool and automations are refined. Positive ROI is often achieved within the first month for operations with a regular volume of interactions.
Last step
Where is your guide is not opened
A short conversation to assess how many of your messages are ignored due to sender distrust.
- No credit card
- Set up in 5 minutes
- Cancel whenever you like
Request your free assessment
No commitment. One conversation to map where your operation is losing sales.
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