Overview
Tight integrates with Twilio to send RCS and SMS messages to business owners as needed, to ensure efficient onboarding, activation, and book maintenance.Onboarding & Activation
- Link bank account
- If migrating, link legacy accounting platform (e.g. QuickBooks Online, Xero, Wave)
Book Maintenance
- Ask questions on ambiguous transactions (e.g. Zelle Deposits, Checks with no description, etc.)
- Monthly financial summary delivery
- Bank connection issues requiring action
- Other configurable accounting milestones
Integrating Twilio
Create a Twilio Account
If you don’t have one already, sign up for a Twilio account.Get a Phone Number
You need a Twilio phone number that Tight will use to send SMS messages to your business owners.- From the Twilio Console, go to Phone Numbers > Manage > Buy a number
- Filter by SMS capability and select a number
- Purchase the number and copy it in E.164 format (e.g.,
+12025551234)
Retrieve Your Credentials
From the Twilio Console Dashboard:- Copy your Account SID (begins with
AC) - Reveal and copy your Auth Token