Document collection
Asks each client for bank statements, invoices and receipts, and keeps reminding them until they send them.
- Scheduled requests per client
- WhatsApp and email reminders
- Files sorted by client and month
Accountants and CPA firms24/7 AIRemote service worldwide
AI agents for accountants: less chasing paperwork, more advising
Your firm stops chasing bank statements and invoices: an agent requests, receives, organizes and reminds via WhatsApp and email.
An AI agent for accountants is an artificial intelligence assistant that answers on WhatsApp, web and email, handles administrative tasks using your information and hands off to a person when needed. AppsySoftware designs it, trains it on your data and has it running within weeks, for accounting firms in the US, Canada and Mexico.
⏱️ Every late reply is a customer comparing you with someone else. An AI agent answers in seconds, day and night.
The challenge for accountants and how an AI agent helps
At an accounting firm the bottleneck is rarely the accounting itself: it's getting each client's bank statements, invoices and records on time, answering the same questions every month and remembering deadlines the client forgets.
An AI agent takes over that layer of communication and organization: it requests documents with friendly reminders, sorts what comes in, answers common questions with the information you approve and alerts you when something requires your professional judgment.
What's included
What an AI agent for accountants does
Every agent is trained on your real information and rules.
Organized invoices
Receives and classifies issued and received invoices so your team works with complete information.
- Invoices sorted by taxpayer and period
- Missing-document detection
- Summary for accountant review
Deadline reminders
Notifies your clients of payment dates, tax filings and documents they need to submit, on the calendar you define.
- Calendar by client and tax status
- Advance notices
- Read receipts
Client and prospect support
Answers common questions, screens prospects and books advisory sessions with you.
- Firm-approved responses
- Prospect screening by need
- Advisory session scheduling
WhatsApp, web and email
The agent answers on your WhatsApp Business number, on your website and by email.
- WhatsApp Business API
- Website chat widget
- Email inbox
Human oversight
You set the limits, review conversations and take over whenever you want.
- Approved responses
- Full conversation history
- Handoff to a person
What changes with an AI agent
No message goes unanswered
Messages at night, on weekends or while you're busy: every one gets a reply.
Your time goes to expert work
AI handles the repetitive tasks; you and your team focus on what takes judgment.
Follow-up that sells
Automatic reminders and follow-ups win back customers you used to lose.
Your questions, answered
Frequently asked questions
Does the AI agent do the bookkeeping or file tax returns?
No. The agent handles communication, collection and organization of information; calculations, bookkeeping and filing returns remain the accountant's responsibility. You reduce operational work without delegating professional judgment.
Can it automate downloading invoices from tax portals?
We can automate downloading and organizing electronic invoices with the tools and permissions your firm already uses, always with credentials under your control. We define the exact scope during the assessment based on your current workflow.
What about the confidentiality of my clients' information?
Data is stored encrypted, accessible only to your firm, and the agent only shares information with the corresponding client. Together we define what it can answer and what is always escalated to a person.
How much does an AI agent for accountants cost?
It depends on the channels, the tasks it needs to handle and the integrations with your systems. The assessment is free and you get a fixed-price quote within 24 hours.
Do you work with clients outside Mexico?
Yes. Our team is based in Mexico and works remotely with professionals and businesses across the country and abroad, in both English and Spanish.
Put AI to work in your business
Book a free 30-minute assessment: we'll tell you what to automate first and what it would cost.
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