Collecting receipts
The agent sees which clients are missing documents before a deadline, and drafts a polite reminder for each of them.
- A list of missing documents, by client
- Reminders ready for you to approve
- A view of what has already come in
Accounting firms
An AI agent for accounting firms
Less time chasing receipts, more time for the work clients actually pay for. The agent handles the routine mail. You approve anything before it is sent.
Payment reminders
The agent watches unpaid invoices and drafts reminders in the right tone, with the due date included.
- A draft reminder when an invoice is due
- A further reminder if it stays unpaid
- You decide what actually goes out
Client email
The agent sorts the inbox and drafts replies to ordinary questions about deadlines, VAT and paperwork.
- Draft replies to the usual questions
- The important threads marked first
- A morning view of what is waiting
Example: Marte Ådnanes runs a small accounting firm. Each Monday she gets a list of clients who are missing documents, with reminders she only needs to approve.
The agent is set up in your own accounts. Ready in a few hours. The agent subscription is extra, and you pay the vendor directly.
Other industries: Trades · Housing co-ops and condominiums · Estate agents · Law firms · Clinics and dentists · Online shops · Construction firms
Topics: AI agent for businesses · Email and calendar · AI training for businesses · Home
Also read: Automating invoice handling · AI for email and customer follow-up · An AI adviser for small businesses · What an AI agent costs