Send each customer an authorised PDF statement

Transactions for the requested period are verified, converted into a safely named PDF and sent to the correct WhatsApp conversation. Empty or failed results are never presented as a valid document.

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Direct definition

How Do Automatic PDF Statements Work?

Creating a PDF is the easy part. The hard part is protecting customer identity, period accuracy, document integrity and delivery outcome.

Primary source: Meta Reva product and integration documentation.

Connected workflow

Automatic PDF Account Statements

Authorised statement data from the ERP is converted into a PDF, named safely and delivered to the relevant WhatsApp conversation.

Capabilities

What this workflow can do

Convert Base64 or file data into PDF

Whether the source is a file or Base64 payload, type and integrity are checked before output.

Avoid unnecessary files when there are no transactions

When there are no transactions, the customer receives a clear message rather than a misleading empty PDF.

Retry queue for failed operations

Temporary delivery failures retry through a controlled queue without endless loops.

Controlled delivery

How implementation works

We test the statement source, period boundaries, file naming and failed-delivery queue with the finance team.

ScopeDefine data sources, users and permissions.
ConfigureMap WhatsApp steps to ERP and operating rules.
ValidateTest normal, uncertain and failure scenarios.
Go liveRelease with monitoring and agent handoff controls.

Clear answers about boundaries, data and human handoff.

What we clarify before implementation

What data does Automatic PDF Account Statements require?

We test the statement source, period boundaries, file naming and failed-delivery queue with the finance team.

Where should this workflow stop?

Temporary delivery failures retry through a controlled queue without endless loops.

Can it work with our current system?

The workflow needs an API, secure database access, file exchange or an existing service layer. We do not claim automation before a viable technical path is confirmed.

Show us how the work runs today and we will define a practical first scope together.