Documentation
Run your business — in the app and on WhatsApp.
Taskezy runs your sales, purchasing, operations and finance — in a full web app, and from WhatsApp through Tia, the agent inside. Your front desk answers your customers from the same records. These guides show you how.
Get started in five minutes
Create a workspace, set up your company, verify your WhatsApp number and record your first receipt — in a few minutes.
What is Taskezy?The app, Tia and your front desk — and what each is for.
How Tia worksDraft-then-confirm, what you can send her, and how she follows your roles.
Run your business
SalesLeads, quotes, sales orders and invoices — from first enquiry to paid, with owners and follow-ups.
Which document to useQuote, proforma, sales order, invoice, delivery note, credit note — what each is for.
PurchasingExpenses from a photo, supplier bills, purchase orders, vendor payments and VAT.
OperationsProjects on a delivery board, the schedule, crews, and what each job is making.
Online bookingsA booking link customers use to book real free times — straight onto your schedule.
InventoryYour catalogue, stock on hand, counts, low stock and what your stock is worth.
FinanceCash across your accounts, what you are owed and owe, and funding.
Reports and taxP&L, balance sheet, the VAT return box by box, and your corporate tax return.
ProductivityYour morning brief, to-dos, reminders, notes, and documents that remind you before they expire.
Front desk — for your customers
What the front desk doesA second agent that answers your customers from your records, and hands over to a person.
Set it upIts name, voice and abilities — and try it before any customer sees it.
Website widgetAdd a chat bubble to your site with one snippet of code.
Your WhatsApp numberAnswer customers on your own WhatsApp Business number.
Connect and manage
Connect your bankA live bank feed through Lean, or statement uploads from any bank.
Import from Zoho BooksMoving from Zoho? Bring your customers, items and documents across.
Card payments with StripeSend customers a link to pay an invoice by card — recorded for you.
Team and rolesInvite your team, give each person the roles they need, and get them on WhatsApp.
Plans and billingUnlimited team members, one monthly usage allowance, and a 30-day free trial.