An AI WhatsApp assistant for accounting firms that takes the busywork off your team.
Your assistant handles the recurring questions, organizes document requests and only passes the accountant what truly needs review, without the firm becoming a message hotline.
Clients message asking when a tax is due, for a copy of a form again, or to say they changed addresses, and it all lands in the same WhatsApp where your accountants should be closing the books. The team turns into a message desk, and the work that actually pays gets pushed to later.
Built for how your industry works
Answers recurring questions instantly
Due dates, filing deadlines, which document to send, how to issue an invoice. Upload your procedures and the assistant answers without tying up your team.
Organizes document requests and follow ups
It asks for the missing document, receives the file and logs it. The accountant gets the request organized instead of hunting for an attachment in the thread.
Sorts questions from real work
It understands whether it's a quick question or a request that needs the accountant, and forwards only what's worth reviewing.
Answers outside business hours
A client who remembers a tax at night or on the weekend gets answered right away, and the team starts Monday with requests already triaged.
Questions from people in the field
Can the assistant answer my clients' specific questions?
It answers based on what you upload: deadlines, firm procedures and the guidance you repeat every month. If a question needs accounting analysis, it forwards it to the right person.
Does it replace the accountant on technical work?
No. It handles the repetitive busywork (messages, document requests, simple questions) and frees the accountant for what requires expertise. You can take over any conversation from the dashboard.
Is client data kept secure?
Yes. Data is stored on encrypted servers, and the assistant never exposes one client's information to another.
Your accounting firm answering on WhatsApp 24/7.
Set it up in 5 minutes and try it free for 7 days with your firm's procedures.
Start 7 day free trial