Monthly documents on time: AI agents for accounting firms
Automate monthly document collection from your accounting firm's clients. Integrates Google Sheets and Gmail to remind and check.
The problem and the goal
Today the team spends the week chasing 80 clients one by one via email. Goal: each client receives the right request, on the right day, with what's missing clearly stated, and the team only handles those who haven't responded.
The 'Monthly documents on time' Circle solves late delivery of client notes and documents at accounting firms. The Monthly Billing agent sends personalized requests using the client spreadsheet and Gmail, the Document Checker verifies what arrived by email and flags what's missing, and the Pending Dashboard delivers a weekly map of delays every Monday. All integrated with Google Sheets and Gmail.
The team in this Circle
Sends the monthly request to all 80 clients, personalized per client, and follows up only with those who haven't sent
Checks what arrived by email, states what's missing, and notifies the client immediately
Delivers every Monday the map of who is late, for how long, and who has already been contacted
Monthly documents on time: AI agents for accounting firms
How does automated document collection work?
The Monthly Billing agent uses the client spreadsheet and Gmail to send personalized emails requesting the month's documents. It only follows up with those who haven't responded, avoiding unnecessary reminders.
What happens when a client sends the documents?
The Document Checker reviews incoming emails, identifies what arrived and what's missing, and notifies the client immediately. Your team only needs to step in if the client doesn't respond.
How can I track who is late?
Every Monday, the Pending Dashboard generates an updated map showing which clients are late, for how long, and who has already been contacted. The information is available in Google Sheets and can be sent by email.
