A CRM for accounting firms that collects client documents.
AI agents ask every client for the period’s documents on WhatsApp, remind them before each deadline, answer routine questions and file everything on the client card. You see who sent, what is missing and what is urgent.
Documents on WhatsApp
a phone photo, straight to the client card
A reminder before every deadline
VAT, tax advances, payroll
One board
who sent, what is missing, what is urgent
Fees on time
an invoice and a payment reminder
The deadline arrives. The receipts do not.
Every month, the same story: clients send blurry receipt photos by email, on WhatsApp and in envelopes. Half of them forget, and you call each one two days before the filing. In between come questions like "Did you get my invoice?" and "When are advances due?".
Your professional work waits while the office chases paper. Accounting practice management software should take that off you: ask, remind, file and mark what is missing.
From a new client to a filing made on time.
A new client gets in touch
From your website, Google or WhatsApp. The agent asks the first questions: sole trader, company or tax refund. It books an intro meeting and opens a client card.
Onboarding
The client gets a document checklist and the authorisation steps. Every document that arrives is marked on the card, and whatever is missing stays on the list.
Documents every period
At the start of each period every client gets a request on WhatsApp. Photos and PDFs land on their card. Eight days before the deadline a reminder goes out, and three days before, a list of what is still missing.
Routine questions
"Did you get my invoice?", "When do we file?", "What do you need for the year?" are answered at once. Anything that needs tax advice goes to you, with a summary and the documents.
Deadlines and tasks
Annual returns, statements and refunds become tasks with due dates. One board shows who is ready, who is late and what needs doing today.
Fees
A monthly invoice goes out on its own, with a payment link and a polite reminder for anyone who has not paid. In season, employees get an offer to check for a tax refund.
The firm keeps working while you are deep in the numbers.
A personal assistant for your firm: AI agents, a client CRM, document collection, tasks and fees in one workspace.
Always-on agents
Agents answer clients on WhatsApp, email and your website, around the clock, in the firm’s name and your tone.
Built to handle everything
Document requests, reminders, questions about deadlines, meetings and invoices. Tax advice, a letter from the tax authority or a missed deadline goes to you.
Always working on your behalf
Requests and reminders go to every client on time, every period, with no side spreadsheet and no call to each client.
More time and attention back
Less time chasing paper, more time for the professional work and the clients who really need you.
Always within reach
A daily summary on WhatsApp: who sent, what is missing and what is urgent this week. Ask the assistant about any client from your phone, or from ChatGPT and Claude.
Give feedback along the way
An answer missed the mark? Correct it in one sentence and it learns. The more you work with it, the better it works.
One system for the whole firm.
Not an empty system you have to set up. A whole workspace built for your business, with everything it needs from day one.
- A client CRM: entity type, filing frequency, documents and history
- AI agents on WhatsApp, email and your website
- Automatic document collection every period, with a missing list per client
- Reminders before VAT, tax advances, payroll and social security
- Tasks and deadlines: annual returns, statements and refunds
- Meeting booking in the calendar, with a reminder the day before
- Fee invoices, payment links and reminders
- WhatsApp and email campaigns: tax refunds, law changes and updates
- A dashboard: who sent, who is late and what is urgent
Live in three steps.
Leave your details
Name, phone and business name. Thirty seconds.
A workspace ready for your business
We build it with you: your client types, deadline calendar, document lists and messages. You look it over and approve.
Connect WhatsApp and go live
The agent starts answering, and every enquiry, booking and customer lands in the system.
Get a CRM ready for your firm.
Leave your details and we will message you on WhatsApp to build your firm’s workspace.
Questions and answers.
Does it replace my accounting software?
No. Your accounting software still produces the reports. This runs everything around them: documents, reminders, questions, meetings and fees.
Does the agent give clients tax advice?
No. It answers routine questions about deadlines and documents. Anything that needs professional judgement goes to you with a summary.
What about clients who do not use WhatsApp?
Requests and reminders go out by email too, and every client gets them on the channel that suits them.
Do I need to install anything?
No. It all runs in the browser and on your phone, and the agent answers on the business WhatsApp.
Can I bring my existing customers?
Yes. Upload a spreadsheet or connect the system you use now, and every card comes in with its history.
Does the agent answer as my business?
Yes, in your business name and your tone. When something needs you, it hands you the conversation with a summary, and when you reply yourself, it steps aside.