Piqoai

What is Piqoai?

Piqoai is an AI-powered^[1] business and finance management platform that enables users to track expenses, take notes, manage documents, and generate reports through popular messaging apps such as WhatsApp, Slack, and Telegram. This innovative tool automates the organization and processing of data using advanced AI technologies, providing a seamless experience for individuals and teams looking to streamline their financial management and communication. With its user-friendly interface and multi-channel integration, Piqoai simplifies workflows, making it easier for users to manage their business tasks efficiently.

How to use Piqoai?

1. Sign Up: Register for an account in just 10 seconds using Google or WhatsApp OTP.
2. Connect Your Channel: Link your WhatsApp, Slack, or Telegram account to Piqoai.
3. Send a Message: Start sending text, photos, or voice messages to the bot, and it will process your requests instantly.
4. Manage & Report: Use the dashboard to track your expenses, notes, and documents, and generate reports as needed.

What are the main features of Piqoai?

• Expense Tracking^[2]: Automatically categorize expenses by sending messages.
• Receipt & Invoice OCR: Scan and extract data from receipts and invoices using AI.
• Voice Notes^[3] & Transcription: Leave voice messages that are transcribed for easy access.
• Note Management^[4]: Create, edit, and organize notes directly from messages or the dashboard.
• Document Management^[5]: Upload and manage invoices, contracts, and receipts securely.
• Google Sheets Sync: Automatically sync expenses with Google Sheets for easy tracking.
• Multi-Channel Communication: Integrate with WhatsApp, Slack, and Telegram for streamlined communication.

Who is Piqoai for?

Piqoai is designed for a diverse range of users, including individuals managing personal finances, freelancers and small business owners looking to separate business and personal expenses, and teams within companies that need to collaborate on financial tasks. It is suitable for anyone who wants to simplify their expense tracking, document management, and reporting processes using familiar messaging platforms.

What are the use cases of Piqoai?

1. Personal Finance Management: Users can track daily expenses and generate monthly reports via WhatsApp.
2. Freelancer & SMB Management: Freelancers can scan invoices and export data to Google Sheets for accounting purposes.
3. Team Collaboration: Companies can invite employees to enter expenses through Slack and manage financial data from an admin panel.