workflow

Stop Using WhatsApp to Categorize Client Transactions

Calling clients to ask 'what was this charge?' is the most painful part of accounting. There's a better way.

Every accountant knows this conversation:

“Hi Rajesh, I’m looking at your HDFC statement. There’s a ₹4,500 charge on March 12th from ‘POS/MERCHANT’. What was that for?”

Then you wait. Sometimes hours. Sometimes days. Then you repeat this for the next transaction. And the next.

The WhatsApp workflow is broken

Here’s what the typical categorization workflow looks like today:

  1. Accountant spots an unclear transaction
  2. Sends a WhatsApp message to the client with the date and amount
  3. Client reads it eventually, tries to remember what that charge was
  4. Client replies — sometimes with the answer, sometimes with “let me check”
  5. Accountant maps the response to an accounting category
  6. Repeat for every unclear transaction

For a client with 50 unclear transactions per month, that’s 50 separate WhatsApp conversations. Multiply by 100 clients and you have chaos.

What if clients could do this themselves?

Imagine sending your client a single link. They open it on their phone and see their unclear transactions as swipeable cards — like a dating app, but for expenses.

Swipe right to confirm. Tap to edit the category. Swipe left to skip. Done in 5 minutes instead of 5 days.

That’s Munim’s client review portal. No app to install. No login required. Just a link that works on any phone.

Sign up free and send your first review link.