Share the right account information with the right customer

When a customer asks for a balance or statement, identity and account matching happen first. The authorised period and document are then shared on WhatsApp with a clear explanation.

Scroll down

Direct definition

What Are WhatsApp Account Balances and Statements?

This is not a shortcut that exposes financial data. It requires phone matching, additional verification where needed, customer permissions and a safe stop when no record is found.

Primary source: Meta Reva product and integration documentation.

Connected workflow

WhatsApp Account Balance and Statements

Registered customers can query balances, choose a statement period and receive an eligible statement on WhatsApp under phone-matching and permission rules.

Capabilities

What this workflow can do

Debit, credit and zero-balance explanations

Debit, credit and zero balances are explained with the correct direction and date, not one generic sentence.

Statement periods from 1 to 24 months

Statement periods stay within the range supported by the source system.

Agent routing when no authorised account is found

An unmatched phone or multiple account records route to an agent without exposing data.

Controlled delivery

How implementation works

We define account matching, statement periods, PDF source and handoff cases 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 WhatsApp Account Balance and Statements require?

We define account matching, statement periods, PDF source and handoff cases with the finance team.

Where should this workflow stop?

An unmatched phone or multiple account records route to an agent without exposing data.

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.