> ## 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.

# Twilio

> Enable Agentic Accountants to efficiently manage the books via quick text messages to business owners

## 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](https://www.twilio.com/try-twilio).

### 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](https://console.twilio.com), 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](https://www.twilio.com/docs/glossary/what-e164) (e.g.,
   `+12025551234`)

### Retrieve Your Credentials

From the [Twilio Console Dashboard](https://console.twilio.com):

1. Copy your **Account SID** (begins with `AC`)
2. Reveal and copy your **Auth Token**

### Share Your Credentials with Tight

Use the [Configure Twilio API](/api-reference/integrations/configure-twilio) to securely share your Account SID, Auth
Token, and phone number (or Messaging Service SID) with Tight.