Connect SQL Account to WhatsApp, Instagram and AI Chat
Yes. AeroChat works directly with SQL Account. It reads sales invoices, customer payments, customers and stock items, and creates sales invoices and new customers, through the SQL Account API, on WhatsApp, Instagram, web chat and every other channel your customers use.
Your customers and trade buyers message you on WhatsApp, Instagram, Messenger, Telegram, web chat or email. They ask for a copy of last month’s invoice, want to know if you received their payment, or send an order they want billed today. If your books run on SQL Account, AeroChat answers from SQL Account itself and writes the order back as a sales invoice, in the same chat. You describe the workflow in your own words, AeroChat builds it, and SQL Account stays your accounting record.
What you can do with SQL Account and AeroChat
- Send a copy of an invoice in chat. A customer asks for an invoice, AeroChat finds the sales invoice by its document number and sends the PDF from SQL Account in the conversation.
- Answer invoice questions. AeroChat reads the invoice in SQL Account and tells the customer its date, the items billed and the total.
- Turn a chat order into a sales invoice. When a customer confirms an order in chat, AeroChat creates the sales invoice in SQL Account with the items and quantities agreed, then sends the PDF.
- Set up a new customer from the chat. A first-time buyer gives their company name, address and contact details, and AeroChat creates the customer in SQL Account before it bills the order.
- Confirm a payment was received. When a customer asks whether their payment came in, AeroChat reads the customer payments recorded in SQL Account and sends the receipt if it is there.
- Answer product questions from your item list. AeroChat reads your stock items in SQL Account, so it uses the same item codes and descriptions your invoices use when a customer asks about a product.
What it looks like on WhatsApp
Customer: Hi, can you send me invoice IV-00482 again? Our accounts team can’t find it. (example)
AeroChat: Here is invoice IV-00482 dated 3 November for RM 2,140.00. The PDF is attached.
In SQL Account: nothing changes. AeroChat read the sales invoice and downloaded its PDF.
Customer: Please bill us for 20 cartons of the 500ml bottles, same as last time. (example)
AeroChat: 20 cartons of 500ml bottles (item BT-500) at RM 48.00 each, RM 960.00 in total. Shall I issue the invoice to Kedai Maju Sdn Bhd?
Customer: Yes please.
AeroChat: Done. Invoice IV-00517 is attached.
In SQL Account: a new sales invoice for the customer with one line, 20 x BT-500, is created.
Works on every chat channel
The same SQL Account connection and the same workflows run on each of these channels, and SQL Account stays the record whichever one your customer uses.
| Channel | What your customers can do |
|---|---|
| Ask for an invoice copy, check a payment or place an order with your WhatsApp Business number. Voice notes are transcribed, so a spoken order works too. | |
| Do the same by direct message. | |
| Facebook Messenger | Do the same with your Facebook Page. |
| Telegram | Do the same with your business on Telegram. |
| Web chat | Ask from the chat on your website and get the invoice PDF in the conversation. |
| Write to your Gmail or Office 365 address and get the invoice or receipt by reply. |
How the connection works
AeroChat connects through the SQL Account API, documented at sql.com.my/api and in SQL’s own setup guide. The API covers business objects such as sales invoices, customer payments, customers and stock items. Through it, AeroChat lists and reads records, downloads a document as a PDF, and creates new records. Each workflow uses only what its recipe asks for.
- What AeroChat reads from SQL Account: sales invoices with their date, customer, lines and total, invoice and receipt PDFs, customer payments, customer records and stock items.
- What AeroChat writes to SQL Account: new sales invoices for orders confirmed in chat, and new customers.
The API needs SQL Account version 5.2025.1038.875 or later, as of November 2026. To connect, create a dedicated user for the API in Maintain User, then generate an API Secret Key for that user. SQL Account shows an Access Key and a Secret Key. The Secret Key is shown only once, so copy it straight away. SQL notes that a user with an API key can no longer log in to SQL Account directly, which is why a separate user is the right choice.
If SQL Account runs on your own server, SQL’s guide asks you to install the API service from the SQL Account logon screen, keep the server online with a fixed IP address, and set up port forwarding on your router. Use Test Connection in SQL Account to check it works before you switch the workflow on.
You describe the workflow in your own words, for example “when a customer asks for an invoice, find it in SQL Account by its number and send the PDF”. AeroChat builds the workflow as a draft and asks for the SQL Account keys by name. You enter them in the AeroChat dashboard. They never pass through the conversation.
Workflows to copy
Six ready-made workflows for SQL Account. Copy one into AeroChat, add your SQL Account keys, and it runs on every channel.
1. Send a copy of an invoice
Copy this into AeroChat
When a customer asks for a copy of an invoice, ask for the invoice number if they have not given it. Find the sales invoice in SQL Account by its document number. Check that the customer on the invoice matches the person asking. If it matches, download the invoice PDF and send it with the date and total. If it does not match, do not share it and hand the conversation to our accounts team. Reply in the customer’s language.
2. Answer invoice questions
Copy this into AeroChat
When a customer asks what an invoice is for, find the sales invoice in SQL Account by its number and check the customer matches. Tell them the invoice date, each item with its quantity and amount, and the total. If they say an amount is wrong, collect what they expected and hand the conversation to our accounts team with the invoice number. Never change an invoice.
3. Turn a chat order into a sales invoice
Copy this into AeroChat
When an existing customer orders in chat, match each product to a stock item in SQL Account by its code or description and ask if anything is unclear. Read back the items, quantities, prices and total, and ask them to confirm. Once they confirm, create a sales invoice in SQL Account for that customer with those lines. Download the invoice PDF and send it in the chat with the invoice number.
4. Set up a new customer from the chat
Copy this into AeroChat
When someone wants to order and is not yet a customer in SQL Account, ask for their company name, billing address, contact person, phone number and email. Read the details back and ask them to confirm. Then create the customer in SQL Account and continue with their order. If they ask for credit terms, hand the conversation to our accounts team.
5. Confirm a payment was received
Copy this into AeroChat
When a customer asks whether we received their payment, ask for the date and amount they paid. Look for a matching customer payment for that customer in SQL Account. If you find it, confirm the amount and date and send the receipt PDF. If there is no matching payment yet, tell them our accounts team will check it, and hand the conversation over with the date, amount and bank they paid from. Never record a payment yourself.
6. Answer product questions from your item list
Copy this into AeroChat
When a customer asks about a product, find it in our stock items in SQL Account by its code or description. Tell them the item code and description so their order uses the same names as our invoices. Answer questions about the product from our knowledge base. If you cannot find the item, ask them to describe it or send a photo, and hand over to our sales team if it is still unclear.
Who uses it
Distributors, wholesalers and online sellers in Malaysia whose accounts run on SQL Account use it for trade orders, invoice copies and payment questions that arrive in chat. These recipes fit a business that bills its customers by invoice:
- Account and invoice questions for B2B suppliers
- Order status and delivery for B2B suppliers
- Product and stock questions for B2B suppliers
What stays in SQL Account
SQL Account stays your record of every invoice, customer and payment. Payments are recorded and knocked off by your team, and credit terms, statements and reports stay in SQL Account.
AeroChat handles the conversation. It reads the records your recipe asks for, creates the invoices and customers your customers confirm in chat, and leaves the rest to SQL Account and your team.
WhatsApp workflows that use SQL Account
These end-to-end WhatsApp workflows run with SQL Account behind them. See them all in the WhatsApp workflows library.
Questions
Does AeroChat work with SQL Account?
Yes. It connects through the SQL Account API with the Access Key and Secret Key you generate for an API user in your own SQL Account. It is not an SQL product, and AeroChat has no partnership with SQL.
Can customers get their invoice on WhatsApp?
Yes. AeroChat finds the sales invoice in SQL Account, checks the customer matches, and sends the PDF in the WhatsApp chat.
Does it work if SQL Account runs on my own server?
Yes, once the SQL Account API service is installed and reachable. SQL’s on-premise guide asks for a fixed server IP address, port forwarding on your router and a server that stays online. Use Test Connection in SQL Account to confirm.
Which plan do I need?
On the SQL Account side, you need version 5.2025.1038.875 or later and an API Secret Key, as of November 2026. For a demo account to test with, SQL asks you to email its support team. On the AeroChat side, workflows via Skills are on every plan, with a 7-day free trial. Choose by message volume: Starter covers 500 AI responses a month, Growth 2,000 and Advanced 5,000.
Using a different system? If it has a public API, it connects to AeroChat the same way: describe what you want, paste in its key, and it runs.
Can’t find your tool? Message us in the chat on this page and we’ll tell you how it connects.
Connect SQL Account to your chat
Paste the invoice copy recipe, add your SQL Account API keys, and ask your own number for an invoice you issued last week.
Start your 7-day free trial. No credit card needed.
Sign up for an annual plan on Growth or above and we’ll set up your workflows and connect SQL Account for you, free. See plans.
On Shopify? Install AeroChat from the Shopify App Store.