Accountancy AI agent

Client questions answered, day and night.

For an accountancy platform that keeps the books for business owners. An AI agent answers their questions on WhatsApp, in the client's own language and based on the accountants' own knowledge. When a client asks for advice, an accountant takes over the conversation straight away.

Works with
  • WhatsApp Business
How it works

From question to answer, with the accountant within reach.

  1. 01 · Client

    A question comes in

    A business owner asks a question on WhatsApp, in their own language.

  2. 02 · Agent

    Understand the question

    The agent recognises the topic and finds the answer in the accountants' knowledge.

  3. 03 · Agent

    A real answer

    The client gets an answer straight away, also in the evening and at weekends.

  4. 04 · Accountant

    Handover for advice

    When it comes to advice, an accountant takes over the conversation, with the full history at hand.

What it delivers

Questions get answered, accountants advise.

  • No questions left waiting

    Questions that arrive outside office hours are answered right away.

  • Time for advisory work

    Routine questions are handled before they reach an accountant's desk.

  • Safe and auditable

    Every action is logged and sensitive documents stay outside the language model.

More use cases

Want your client questions answered around the clock?

In an introductory call we show how an agent fits your knowledge and your channels.