Run your business from a chat.

Check how you're doing, chase invoices, record debts, look up customers and manage your team from WhatsApp. No laptop needed.

How to connect

What it can do

Everything you check every day, one message away.

Pick from the menu or just type. The assistant works with the same data as your dashboard, so both stay in sync.

Insights

Money in, money out and what's unpaid for today, the last 7 or 30 days, or this month.

"How did we do this month?"

Invoices

See drafts, unpaid and overdue invoices, create a new one and mark invoices as paid.

"Show my overdue invoices"

Debts

Record a debt, see what's unpaid or overdue and track what has been repaid.

"Who owes me money?"

Customers

Search your customers, open their details and add a new customer on the spot.

"Find Chidi Stores"

Team

See your members and pending invitations, invite someone new or suspend access.

"Invite Tunde as an accountant"

Confirms before acting

Anything that changes your records or emails a customer is shown to you first. Nothing happens until you say yes.

"Yes, send"

How to connect

Linked in under a minute.

You only do this once. After that, just message the assistant whenever you need something.

  1. 1

    Open a Traverse account

    Sign up on the web and set up your business. The assistant works for business owners.

  2. 2

    Message the assistant

    Send a message to the Traverse Assistant on WhatsApp and follow the link it replies with.

  3. 3

    Confirm with a one-time code

    Sign in and confirm the code to link your WhatsApp number to your business securely.

Private by design

Only you can talk to your business.

  • Owner onlyThe assistant only answers the business owner's linked WhatsApp number.
  • One-time code to linkLinking needs you to sign in and confirm a code, so nobody can link your business by guessing.
  • Unlink any timeDisconnect WhatsApp from your account whenever you want.
  • No money moves from chatTransfers stay in your dashboard, behind your transaction PIN.

Assistant FAQ

Good to know.

Does it cost anything?

No. The assistant is included with your Traverse account.

Can my staff use it?

Not yet. The assistant is for the business owner. Team members can use the Traverse dashboard with the access their role gives them.

Can I send money from WhatsApp?

No. Transfers stay in your dashboard where every one needs your transaction PIN.

I have more than one business. Which one does it use?

The assistant works with the business you linked. You can unlink and link again to switch.

Take control of your business money today.

Open a free account in about a minute. Verify when you're ready to receive and send money.

Talk to us
  • No setup fee
  • Your own business account number
  • Works on web and WhatsApp
  • Support from a real person