Taskezy documentation

Step-by-step guides for creating a workspace, connecting Zoho Books and a bank feed, configuring WhatsApp access, and managing billing.

Get started

Create a workspace, add the owner’s WhatsApp number, and forward the first receipt in under five minutes.

Connect your bankLean Tech open-banking or PDF statement upload. Mashreq, ENBD, and RAKBANK are supported today.

Connect Zoho BooksOptional. Sync confirmed expense entries to an existing Zoho Books account via OAuth.

Add your team to WhatsAppInvite members, assign roles, and verify WhatsApp numbers so Tia knows who is asking.

Billing and plansPlans, the 30-day free trial, conversation limits, and the design partner program.

Resources

PricingThree plans for SMBs. USD-displayed, invoiced in local currency with VAT.

InsightsField notes on AI, operations, and the GCC.

Start a free trial30 days, no credit card required.

Talk to the teamEmail support or book a 30-minute walkthrough.