Ask finance questions in plain English and get real answers from your accounting system in seconds
AI sales assistant and CRM that answers every lead on WhatsApp and Instagram
Stage
Not given
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Founded
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Based in
US
IN
Pricing model
Freemium
Contact for pricing
Pricing
Free 14-day trial (100 questions). QuickBooks & Xero: $200/month (10 active users), $5/month per additional user. NetSuite: $1,000/month (20 active users), $25/month per additional user. All plans include 2,000 questions/month plus 50 per additional user. Overages: $0.05/question (QuickBooks/Xero),
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Key features
Query accounting data in plain English
Slack, Teams, SMS, and AI tool integrations
Role-based access control
Full audit trail of all queries
Read-only architecture prevents data modification
Real-time data from finance systems
Multi-entity support
Cash flow forecasting with AI
Data encryption in transit and at rest
AI Sales Agent that answers every lead on your own WhatsApp number
AI CRM Pipeline with stages that fill from what customers say
Customer Memory tracking what each lead asked for and remembering it
Conversation Insights showing who is waiting and who is ready to buy
Instagram Automation with comments and DMs answered by the same AI
Bookings and Invoices with appointments, quotes and pay links in chat
Unified inbox for WhatsApp, Instagram, Meta ads, Google Ads, LinkedIn, website forms and missed calls
WhatsApp and OTP APIs to send messages and verify login codes
Campaign tracking with ad source attribution and conversion feedback to Meta
Team collaboration with shared inbox, handoffs and reminders for waiting leads
What makes it different
Strictly read-only architecture eliminates risk of data modification
No login required for end users
Live in under an hour with free onboarding
Works with three major accounting platforms
AI answers in seconds using business's own prices and documents, available 24/7
Automatic attribution of each sale back to the ad or campaign that brought it
Configurable rules so the business controls when AI replies, working hours and handoff behavior
Kipper
bananaleaf.ai