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In-app guidance for accounting and invoicing software

Small business owners are not accountants, and your app shouldn't make them feel like they need to be. HeyTappr lets them ask how to send an invoice or match a transaction in plain words, and walks them through the live screen.

what a stuck user types:
How do I match this bank transaction to an invoice?

01

Reconciliation without the dread

Bank rec is where owners give up and email their bookkeeper. HeyTappr spotlights the transaction, the match button, and the confirm step, speaking each one until the item is reconciled.

02

Approved wording for money matters

Your team writes every step. HeyTappr never improvises, so it won't give tax advice or guess at a rule. Uncovered questions are logged for you instead.

03

See where owners give up

Outcome funnels show which step of invoicing, payroll setup, or tax settings people abandon, so you can fix the screen or the guide.

see it in your product

a demo takes fifteen minutes: heytappr guiding real users through a real interface.

questions teams ask

Does HeyTappr give accounting advice?

No. It guides users through your interface with approved copy only.

Can we exclude sensitive financial pages?

Guides only run where their URL patterns match, on origins you allowlist.

more use cases

related terms

or just email us and see it in your own product.