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Documentation Index

Fetch the complete documentation index at: https://docs.tight.com/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

Tight integrates with Twilio to send RCS and SMS messages to business owners as needed, to ensure efficient onboarding, activation, and book maintenance.

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Onboarding & Activation

  • Link bank account
  • If migrating, link legacy accounting platform (e.g. QuickBooks Online, Xero, Wave)

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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

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Integrating Twilio

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Create a Twilio Account

If you don’t have one already, sign up for a Twilio account.

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Get a Phone Number

You need a Twilio phone number that Tight will use to send SMS messages to your business owners.
  1. From the Twilio Console, go to Phone Numbers > Manage > Buy a number
  2. Filter by SMS capability and select a number
  3. Purchase the number and copy it in E.164 format (e.g., +12025551234)

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Retrieve Your Credentials

From the Twilio Console Dashboard:
  1. Copy your Account SID (begins with AC)
  2. Reveal and copy your Auth Token

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Share Your Credentials with Tight

Use the Configure Twilio API to securely share your Account SID, Auth Token, and phone number (or Messaging Service SID) with Tight.