Run your Swiss SMEfrom WhatsApp.
Sales, purchases, accounting, documents, and follow-ups — from the app you already open dozens of times a day. Same governed Numezis agent runtime as the portal.
- Live company context
- Governed actions
- Swiss compliance
- Audit trail
Live
I can help operate the company, for example:
- ›Sales: quotes, orders, invoices, credit notes, PDFs, sending.
- ›Purchases: suppliers, expense reports, bills, approvals, payments.
- ›Accounting: ledger, journals, VAT, close, reconciliation.
- ›CRM & documents: contacts, tasks, search, linked files.
One conversation reaches the same agent runtime that already operates inside Numezis.
Operate almost 100% of admin from WhatsApp
The channel is conversational. The runtime is the same governed Numezis agent.
Sales
Quotes, orders, invoices, credit notes, PDFs, and customer follow-ups.
Purchases
Supplier bills, expense reports, matching, approvals, and payment status.
Accounting
Ledger questions, VAT context, journals, close status, and reconciliation.
Documents
Send a photo, search files, and link documents to invoices or entries.
CRM
Contacts, tasks, pipeline updates, and activity summaries on the go.
Operations
Status checks, exception summaries, and next-best actions in plain language.
Where WhatsApp fits
Choose the surface that matches the moment — all share the same governed runtime.
| Dimension | Portal | MCP / ChatGPT | |
|---|---|---|---|
| Access | Desktop & full UI | Mobile-first, instant | Agent-native |
| Speed | Deep workflows | Quick queries & actions | Power-user automations |
| Governance | Full | Full | Full |
| Depth | Best for complex forms | Best for daily operations | Best for co-pilot work |
Frequently asked questions
Security, scope, and what you can realistically do from WhatsApp.
Is WhatsApp secure enough for business data?
Linking uses verified identity flows. The agent only accesses data scoped to your permissions. Actions are audited like any portal operation.
Do I still need the Numezis portal?
For daily operations, WhatsApp covers most needs. Complex bulk work, large exports, and multi-step forms are still faster in the portal.
Does it work for Swiss VAT and CHF accounting?
Yes. Country, currency, and compliance context come from AccessMode — the same source as the rest of Numezis.
Can the agent post accounting entries from WhatsApp?
Supervised writes follow your permissions and approval rules. Sensitive actions can require explicit approval.
What happens after the 24-hour WhatsApp window?
Numezis uses approved templates for compliant off-session replies so you can resume the conversation securely.
Put your business in your pocket
Link WhatsApp, keep governance, and operate your Swiss SME from the app you already use.
- Swiss data protection
- Free plan — no credit card needed
- Enterprise security