Artificial intelligence · Accounting practices

Your team spends January asking clients for invoices.

Chasing a client for a missing receipt is not accountancy. The agent chases, files what arrives, and hands over a file ready to review.

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A stack of accounting paperwork and card folders on a bare wooden desk, in full sunlight
The situation

What goes up in smoke today.

/01

Chasing paperwork takes over the season

Every file needs three, five, ten reminders. That work is not billable and it never ends.

/02

The same client questions keep coming back

Where to upload, which deadline, which document: the accountant answers again, while the file waits.

/03

Paperwork arrives through every channel

An email, a photo in a message, an envelope. The filing is redone by hand, every time.

/04

Clients call the accountant, never the switchboard

The direct line rings during a year-end review, and the concentration does not come back.

The proof

What the agent replies, word for word.

Client message · Thursday 5:08 pm · missing paperwork

You are asking me again for the March invoice, I already sent it. And by the way, can I put my car through as an expense?

I have checked the file: the March invoice is not there, February’s is. You can upload it here and it will be attached to the right period. About the car, I am not going to say: that is a treatment question, your accountant will reply tomorrow.

The stop line I answer no tax or accounting question. Your contact will call you back.

An exchange written against a specification’s collection procedure. It is not a real client’s message.
What the agent does

The modules, one line each.

  1. 00

    The file status board

    Foundation Automatic

    Without it, the chasing does not know what is missing.

    • What is expected, what has arrived, what is missing: file by file
    • Plugs into your production software, it does not replace it
    • Updated with every document received
  2. 01

    Chasing paperwork

    Automatic

    The reminder goes out without anyone thinking about it.

    • Spots what is missing from the file
    • Chases at the rhythm you set, by email or by text
    • Stops as soon as the document arrives
  3. 02

    Intake and filing

    Automatic

    What arrives is filed before it is read.

    • Email, photo, portal upload: a single entry point
    • Reads the supplier, the date and the amount
    • Attaches it to the right file and the right period
  4. 03

    Client questions

    Automatic

    The accountant stops being the switchboard.

    • Deadlines, uploads, expected documents, portal access
    • Answers with the file’s real information
    • Hands over on any treatment question
  5. 04

    File preparation

    Assisted

    The file arrives ready to review.

    • Lists what is missing, file by file
    • Flags duplicates and unreadable documents
    • Prepares the summary note for the accountant
  6. 05

    Deadline reminders

    Automatic

    Dates cannot be caught up.

    • VAT, instalments, year-end: reminders set to your calendar
    • A different message depending on the client’s regime
    • The practice sees who replied and who did not
  7. 06

    Transfer to the accountant

    Human

    Anything that counts as treatment goes back to the practice.

    • Tax, payroll or legal question: immediate transfer
    • Letter from the authorities: the partner is notified
    • The client can ask for a human at any point
  8. 07

    Complete agent

    Automatic

    Collection runs on its own, the review stays human.

    • Every module together
    • A board of files waiting on paperwork
    • A log of exchanges, client by client
What it does not do

The limits, written before signing.

An agent that claims to do everything ends up promising what you cannot deliver. Here is what it refuses, and what it hands over.

It does not do this

  • No accounting entry, no account allocated, no amount calculated.
  • No tax, payroll or legal advice, even on a question that looks simple.
  • No ruling on deductibility: it collects and files, it does not decide.

It hands over

  • Any tax, payroll or legal question: the accountant, without exception.
  • Tax inspection or a letter from the authorities: human immediately.
  • A document outside the file’s usual pattern: flagged, never attached automatically.
  • Client unhappy with the delay or the fees: straight to the partner.
  • A gap between a document and a filing already submitted: the file goes up.
The connections

What the agent plugs into.

Access is read-only wherever possible. Any action that writes into your tools goes through a rule you have approved.

  • Pennylane
  • Sage
  • Cegid
  • ACD
  • MyUnisoft
  • Dext
  • Gmail
  • Outlook
  • SharePoint
  • SMS

Fifteen minutes is enough to know whether this is for you.

Describe your situation in a few lines. We tell you plainly whether an agent makes sense for you, and what it would take to put one in place.

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