Finance

Your accounting firm, covered 24/7, even at the peak of tax season

A team of AI agents answers leads and clients on WhatsApp, Instagram, Facebook, web chat, phone and email. They request documents, book consultations, send deadline reminders and follow up on payments, and hand you everything that needs professional judgment.

I want an AI agency for my accounting firm See plans

Accountants and accounting firms● Online

Simulated sample conversation. Not a real customer.

What eats your time today

Every month you chase the same clients for their invoices, XML files and bank statements, and your close gets delayed.
In April and at every month-end your WhatsApp blows up and new leads go unanswered.
Retainers get paid late, and collecting tactfully eats up hours of your team's time.
Repeat questions like "How much do you charge for the annual return?" or "Can you help me get my e.firma?" keep interrupting technical work.
Documents arrive scattered across email, WhatsApp and USB drives, and nobody knows what each client is still missing.

Your AI agents

AI Receptionist

Replies within seconds on every channel, explains your services (monthly bookkeeping, annual returns, payroll, SAT registration) and routes each inquiry to the right accountant.

Lead Qualifier

Asks about tax regime, entity type (individual or company), invoice volume and whether they have employees, so you walk into the first call with a clear picture.

Document Assistant

Requests pending documents every month with a clear checklist, receives files via WhatsApp or a secure link, and marks in the CRM what has arrived and what's missing.

Friendly Collections Agent

Sends retainer reminders before and after the due date, shares the payment link or transfer details, and escalates to a person if there's a dispute.

Tax Calendar Agent

Reminds each client of the deadlines that apply to them (estimated payments, annual return, e.firma renewal) based on what you configured.

Your customer journey, automated

Pick a stage to see what the AI does.

Lead capture

The prospect reaches out from your website, Google or social media; the AI replies instantly and logs their need in the CRM.

Qualification

Identifies tax regime, entity type, transaction volume and urgency (a tax authority notice, overdue filings, an upcoming return).

Appointment

Books the initial consultation on your calendar, in person or by video call, with automatic reminders.

Service

Once signed, onboarding begins: document checklist, tax status certificate and details for the service agreement.

Follow-up

Every month it requests documents, confirms receipt, reminds about the retainer and lets the client know when their return is ready for review.

Loyalty

Offers additional services (payroll, annual planning, invoicing) at the right moment and asks happy clients for reviews.

Included automations

Instant reply to every new lead with qualifying questions and logging in the CRM.
Initial consultation booking with confirmation 24 hours before and a reminder 1 hour before.
Monthly document request with a checklist tailored to each client and reminders until it's complete.
Internal alert to the assigned accountant when a client uploads documents or reports an SAT notice.
Retainer reminder 3 days before the due date, on the due date, and a friendly follow-up afterward.
Tax deadline reminders configured per client, such as the annual return or e.firma renewal.
Re-engagement of leads who didn't sign up, ahead of annual tax return season.
Google review request to clients with several months of service and no open issues.

Data saved in your CRM

Entity type (individual or company) and declared tax regime
Contracted services (bookkeeping, payroll, annual return, invoicing)
Approximate monthly invoice volume and number of employees
Monthly document status (complete, partial, pending)
Retainer amount, payment day and collection status
Assigned accountant and the client's key tax deadlines

Compliance and AI limits

The AI does not give tax advice or interpret anyone's standing with the SAT: every technical question or tax notice goes to one of the firm's accountants.
Professional confidentiality is respected: the AI never shares one client's information with anyone else and verifies identity before discussing a file.
SAT passwords, e.firma credentials and .key files are never requested or accepted over chat; the firm defines a secure channel for them.
Privacy notice and personal data handling under Mexico's LFPDPPP data protection law, with consent to receive messages and an easy opt-out.
Collection messages are respectful, sent at reasonable hours and free of threats; final criteria are reviewed with your legal advisor.

Integrations

Google or Outlook Calendar for consultations
Forms and secure links for document uploads
Payment gateway or bank transfer details for retainers
Firm email and WhatsApp Business
Spreadsheets or your accounting software via export or custom integration

What we measure

First response time to leads
Consultations booked and attendance
Clients with complete documents on time each month
Retainers paid on time and average days late
Inquiries resolved by the AI versus those escalated to the team

Frequently asked questions

Will the AI answer my clients' tax questions?

No. It answers questions about your services, hours, documents and payments. Any tax question, calculation or official notice goes to your team along with the conversation history.

Can it receive my clients' invoices and XML files?

Yes. It requests the documents, receives files via WhatsApp or an upload link, and marks in the CRM what has arrived. You decide where they're stored.

How does it collect retainers without sounding pushy?

With messages you approve: a reminder beforehand, a notice on the due date and a friendly follow-up. If the client needs clarification, a person handles it.

Does it help during annual tax season?

That's when it helps most: it handles the message volume 24/7, books appointments, requests documents and keeps your team focused on the technical work.

What about SAT passwords and the e.firma?

The AI is set up never to request or accept them over chat. Your firm defines a secure channel and the AI simply points clients to it.

Recommended plan for your business

For businesses that want to hand off customer service, follow-up, content, and lead generation to a single team.

Every plan includes setup, CRM and support. Prices in US dollars (USD), excluding VAT. Channel usage is billed separately from a prepaid balance.

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