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Accountants · Validated Circle

Zero fines from missed DAS: on-time reminders for your MEI clients

Send each MEI client their DAS due date on WhatsApp before it expires, track who paid and cut late fines with Google Sheets and WhatsApp.

Works with:Google SheetsWhatsAppYour system (MCP or API)

These are examples. Connect the tool your company already uses for the same job, your own system, or any other app through MCP or API.

Needs

  • SpreadsheetGoogle Sheets, Excel, Airtable or your own system (MCP or API)
  • MessagingWhatsApp, Instagram, Telegram, website chat or your own system (MCP or API)

The problem and the goal

Today the 40 MEI clients are tracked in a hand-updated Excel sheet and there have already been 2 fines this year for late reminders; the goal is for every client to get a WhatsApp reminder before the DAS due date and for no date to slip.

This team reads the Google Sheets file where you track your 40 MEI clients, builds the list of DAS payments due in the next 30 days and sends each client a WhatsApp reminder with their exact date. It then tracks who has paid and follows up with those who haven't replied, escalating the tricky cases to you.

The team in this Circle

v064
Due Date Watcheron a schedule

Reviews the sheet of 40 MEI clients and builds the list of DAS payments due in the next 30 days, with client and date.

v028
Client Notifieron a schedule

Sends each client their due-date reminder on WhatsApp with the exact date and logs who has been notified.

v100
Payment Chaseron a schedule

Tracks who has paid the DAS and follows up with those who haven't replied or paid, escalating hard cases to you.

Questions

Zero fines from missed DAS: on-time reminders for your MEI clients

How can I remind every MEI client about their DAS due date without messaging them one by one?

The team uses your Google Sheets file as the source and sends a WhatsApp reminder to each client with their own date, logging who has already been notified.

Does the agent replace my accounting software?

No. It organises due dates, reminders and payments from the sheet you already use; calculating and issuing the DAS stays in your accounting system.

Can I see who has paid the DAS and who hasn't replied yet?

Yes. Payment status is updated in the sheet and the team chases those who haven't replied, bringing you the cases that need a decision.

Next step

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