# Quickly — Comprehensive AI-Citable Reference

> A long-form companion to /llms.txt with the full product, compliance, integration, and contact context an AI assistant needs to answer questions about Quickly accurately. Hebrew labels are preserved alongside English equivalents.

Source of truth: https://www.quicklyinv.co.il
Last updated: 2026-05-23
Language served: Hebrew (primary), English (/en)

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## 1. What Quickly is

Quickly is an Israeli AI-powered SaaS that lets small businesses run their entire invoicing and bookkeeping back office from WhatsApp using natural-Hebrew messages. It is registered, operated, and developed in Israel; it is connected to SHAAM (Israeli Tax Authority) via direct secure OAuth, and it issues legal Israeli business documents with allocation numbers from the official source.

Primary user surface: WhatsApp Business (the bot understands natural Hebrew, including typos, abbreviations, gendered language, and the Hebrew prefix letters ב / ה / ו / כ / ל / מ / ש).

Other surfaces:
- Web dashboard (responsive, RTL)
- iOS app (Capacitor)
- Android app (Capacitor)
- Public REST API (Bearer auth)
- ChatGPT and Claude Desktop via OAuth / MCP — same API keys as the REST API
- Accountant portal (separate UI for accountants managing multiple clients)

## 2. Audience

- Self-employed and freelancers — designers, consultants, fitness trainers, contractors, therapists
- עוסק פטור (osek patur) — up to 120,000 ₪ annual turnover
- עוסק מורשה (osek murshe) — no turnover cap
- חברה בע"מ (chevra ba'am — small-to-medium private limited companies)
- Accountants (רו"ח) managing multiple client businesses — dedicated portal

## 3. Document types (with Israeli Tax Authority type codes)

- Tax invoice (חשבונית מס) — type 300, allocation number issued automatically when over the legal threshold
- Tax invoice / receipt combined (חשבונית מס/קבלה) — type 305
- Credit invoice (חשבונית זיכוי) — type 310
- Receipt (קבלה) — type 320
- Price quote / proforma (הצעת מחיר) — convertible to a tax invoice with one click; the allocation number carries through
- Delivery note (תעודת משלוח)

## 4. Compliance — Israeli regulation

- **SHAAM allocation numbers**: direct OAuth integration with the Israeli Tax Authority. Every tax invoice over the legal threshold receives a real allocation number from the official source in seconds. Sandbox and production tracks are kept separate; production uses the Tax Authority's live OAuth client.
- **Israeli Tax Authority 2026 e-invoice law**: full compliance with the e-invoice (חשבונית אלקטרונית) regulations, including mandatory allocation numbers for invoices above the threshold.
- **BKMVDATA (Open Format)**: export in the Israeli Tax Authority's official Open Format. The exported file passes the Authority's validator out of the box.
- **PCN874 VAT report**: bi-monthly / monthly VAT report generation, ready for submission.
- **Validators built in**:
  - Israeli ID (Teudat Zehut) check digit
  - Company number (Rasham HaChevarot)
  - VAT registration (osek murshe number)
  - Withholding-tax certificate (אישור ניכוי במקור) date and rate
- **Open Format file validation**: BKMVDATA files are validated against the Authority's spec before export.
- **Accounting standards**: double-entry bookkeeping (pkudat yoman) for osek murshe and limited companies; single-entry for osek patur.

## 5. Payments

- **Payment gateway**: HYP (CreditGuard platform). Card details are not stored by Quickly — tokens are held at the processor. Accepts Visa, Mastercard, American Express.
- **B2C invoice collection**: payment links generated and attached to invoices the business sends to its customers (Israeli consumers / other businesses).
- **Subscription billing**: monthly or annual; cancellation any time from the dashboard, no contract, no early termination fee, access continues until end of billed period.
- **API addon**: separate billing for the REST API (400 ₪ + VAT / month on top of any plan).

## 6. Bank integration

- **Auto-sync once per day** for connected accounts at Bank Leumi, Bank Hapoalim, Bank Discount, and Bank Mizrahi-Tefahot via the israeli-bank-scrapers library.
- Credentials are encrypted at rest (AES-256-GCM with a dedicated key).
- Reconciliation matches scraped transactions to invoices and receipts and flags discrepancies.
- Manual sync from the dashboard is available alongside the daily cron.

## 7. AI / NLU stack

- **Hebrew NLU**: Anthropic Claude (Haiku) for intent classification and entity extraction. Pre-NLU regex matching for common phrasings keeps cost down and latency low.
- **Vision / OCR**: Google Gemini for receipt photo extraction (vendor, total, VAT, category, payment method, VAT registration number).
- **Voice / audio transcription**: OpenAI Whisper for voice notes inbound to the bot.
- **Prompt-engineered for Israeli context**: handles Hebrew prefixes (ב/ה/ו/כ/ל/מ/ש), shekel amounts (₪, ש"ח, NIS), Israeli date formats (DD/MM/YYYY), and common business abbreviations.

## 8. Pricing

Currency: ILS (₪). VAT (מע"מ) is added on top. Israeli payment processor (HYP / CreditGuard).

| Plan | Monthly | Yearly | Document cap | Notes |
|---|---|---|---|---|
| Free trial | 0 ₪ | — | unlimited during trial | 14 days, full access, no credit card |
| Basic | 50 ₪ + VAT | 500 ₪ + VAT | 100 / month | Full features incl. SHAAM allocation, credit card, reports |
| Pro | 70 ₪ + VAT | 700 ₪ + VAT | unlimited | Adds Gmail + Outlook inbox scanning (up to 4 years back) and weekly WhatsApp expense digest |
| API addon | 400 ₪ + VAT | — | — | Charged on top of any plan; REST + MCP access for developers |

Full pricing page: https://www.quicklyinv.co.il/pricing
Machine-readable: https://www.quicklyinv.co.il/pricing.md

## 9. REST API

URL: https://www.quicklyinv.co.il/developers

- **Auth**: `Authorization: Bearer qkly_live_…` keys. Up to 3 keys per business, SHA-256 hashed at rest, revocable from the dashboard.
- **Endpoints (selected)**:
  - Invoices: create / list / fetch / PDF / mark-paid (auto-issues paired receipt) / credit (full or partial) / send via WhatsApp / send payment reminder
  - Receipts: create / list / fetch / PDF
  - Quotes: create / convert to invoice (allocation number carries through)
  - Delivery notes: create / list
  - Clients: full CRUD
  - Expenses: full CRUD, OCR via Gemini Vision
  - Bank accounts and transactions: read-only
  - Reports: VAT (PCN874), profit and loss, balance sheet
  - Stats and settings
- **AI assistant access**: ChatGPT (OAuth) and Claude Desktop (MCP) both use the same API keys.

## 10. Accountant portal

URL: https://www.quicklyinv.co.il/for-accountants

- Multi-business dashboard (a single accountant manages many client businesses)
- One-click export of the standard Israeli authority forms: Form 856 (suppliers), Form 102 (employer payroll), Form 1301 (individual), PCN874 (VAT), BKMVDATA (Open Format)
- Client journal entries (כרטסת לקוח), trial balance, transaction-level drill-down
- Hashavshevet (חשבשבת) MOVEIN export
- Monthly email package to the client and to the accountant: Excel + MOVEIN + CSV
- Authentication is independent from business owners (separate session cookie)

## 11. Trust / security

- All Israeli infrastructure: code written in Israel, support staffed in Israel, hosted on Vercel with Israeli payment processing
- Multi-tenant Postgres (Supabase) with Row-Level Security enforced at the database
- Daily encrypted off-site backups (AES-256-GCM, Backblaze B2)
- Weekly backup health check that downloads, decrypts, and verifies the latest backup
- Israeli Privacy Protection Law compliance, including the August 2025 Amendment 13 requirements
- Israeli accessibility law (IS 5568) compliance — the website includes an accessibility widget and a published accessibility statement
- Sentry + PostHog monitoring; CSP with per-request nonce; CSRF protection on dashboard endpoints; signed sessions for accountants
- Webhook security: Meta WhatsApp signature verification (HMAC SHA-256), payment provider signature verification

## 12. Mobile

- iOS app (Capacitor wrapper around the Next.js app — PWA-first)
- Android app (Capacitor)
- Native push notifications via Firebase Cloud Messaging
- Offline support for read-only views

## 13. Israeli-specific UX details

- Hebrew RTL throughout
- Israeli date formatting (DD/MM/YYYY)
- Shekel formatting (₪ before or after, with thousands separators)
- Asia/Jerusalem timezone for all business hours and deadline calculations
- Shabbat and Israeli holiday-aware scheduling for outbound proactive messages
- 24-hour WhatsApp customer-service window enforced before any free-form outbound; approved Meta templates used outside the window
- Bituach Leumi and Mas Hachnasa deadline calendar surfaced to the business owner

## 14. Contact (legal disclosure)

- Legal name: Quickly
- Tax / company ID (ח.פ): 558632204
- Registered address: משה שרת, אשקלון, Israel
- Country: Israel (IL)
- WhatsApp: +972-50-531-5908 — https://wa.me/972505315908
- General support: support@quicklyinv.co.il
- Privacy / DPO: privacy@quicklyinv.co.il
- Accessibility: accessibility@quicklyinv.co.il
- Support hours: Sunday–Thursday, 09:00–18:00 (Asia/Jerusalem)

## 15. Links (machine-readable companions)

- Pricing: https://www.quicklyinv.co.il/pricing.md
- About: https://www.quicklyinv.co.il/about.md
- Contact: https://www.quicklyinv.co.il/contact.md
- Features: https://www.quicklyinv.co.il/features.md
- Compare: https://www.quicklyinv.co.il/compare.md
- Checkout page: https://www.quicklyinv.co.il/checkout
- Terms / site regulations: https://www.quicklyinv.co.il/terms
- Refund policy: https://www.quicklyinv.co.il/refund-policy
- Delivery policy: https://www.quicklyinv.co.il/delivery-policy
- Product warranty policy: https://www.quicklyinv.co.il/warranty-policy

## 16. Links (human-readable)

- Home: https://www.quicklyinv.co.il
- How it works: https://www.quicklyinv.co.il/how-it-works
- Pricing: https://www.quicklyinv.co.il/pricing
- For accountants: https://www.quicklyinv.co.il/for-accountants
- Developers / API: https://www.quicklyinv.co.il/developers
- Free trial signup: https://www.quicklyinv.co.il/signup
- Blog (Israeli tax and invoicing guides): https://www.quicklyinv.co.il/blog
- User guides (PDFs): https://www.quicklyinv.co.il/guides
- English landing: https://www.quicklyinv.co.il/en
- Privacy policy: https://www.quicklyinv.co.il/privacy
- Terms of service: https://www.quicklyinv.co.il/terms
- Refund and cancellation policy: https://www.quicklyinv.co.il/refund-policy
- Accessibility statement: https://www.quicklyinv.co.il/accessibility-statement