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WhatsApp AI
WhatsApp AI Agent for Accounting and Finance Firms
Collect client documents automatically with deadline reminders included — for stress-free year-end closings.
-70%
manual follow-ups
+38%
files processed/month
95%
docs collected on time
Use cases
- Automatic follow-ups for accounting document collection
- Personalised tax and social deadline reminders
- Answers to common questions (VAT, contributions, deadlines)
- Prospect qualification and review meeting booking
- Secure document and accounts sending via WhatsApp
The problem you know
You manually chase clients for their documents. Some arrive late, blocking the entire closing. Your teams spend more time chasing paperwork than delivering value.
How the AI agent solves it
The agent automatically follows up each client on the fiscal calendar, collects documents via WhatsApp and alerts you when everything is complete to start the closing.
Ready in 2 weeks
See an accounting demo
Collect client documents automatically with deadline reminders included — for stress-free year-end closings.