⚡
Boost Efficiency
Automate scheduling, follow-ups and billing so your team can focus on financial expertise.
Accountants • South Africa
AI for accountants that simplifies workflows and client management
We help accounting firms streamline operations and focus on what matters most — delivering expert financial services. From client communications to repetitive admin, automate the routine with scheduling, reminders, secure documents and invoicing.
WhatsApp • SMS • Web
POPIA-ready
Pilot in 14–30 days
Why accountants choose AI Automated Solutions
🤝
Enhance Client Relationships
Keep clients informed with real-time WhatsApp/SMS updates and personalised reminders.
🗄️
Secure Document Management
Store financial docs safely and streamline approvals with integrated e-signatures.
📈
Increase Lead Conversion
Capture, nurture and convert prospects with AI-driven CRM and automated follow-ups.
Key services for accounting firms
Practical automations that cut admin and improve client experience.
📅
Automated Appointment Scheduling
24/7 online booking with reminders and confirmations to reduce no-shows.
📣
Real-Time Client Communication
Instant WhatsApp/SMS notifications with automated deadline and payment reminders.
🧭
AI-Powered Lead Management
Track, nurture and follow up on prospects automatically to lift conversion rates.
📝
Secure Docs & E-Signatures
Manage reports, contracts and tax docs securely with fast e-signature approvals.
💳
Automated Billing & Invoicing
Send invoices and payment reminders automatically to reduce admin and speed up cash-in.
Quick wins to launch first
Booking + reminders
Deadline & payment nudges
Lead capture → nurture
E-signature mandates
Invoice + follow-ups
Optional add-ons
💬
Comment Automation
Auto-reply to social comments based on keywords to capture interest and route leads.
🌐
Website or Online Store
Launch a professional site with user-friendly features to showcase your practice and services.
−41%time-to-first-response
+18–35%reply & conversion lift
2–4×more testable variants
14–30 daysfrom plan to pilot
How we roll it out
01
Pick one outcome
Bookings, days-to-cash or SLA. Define success & guardrails.
02
Connect & ground
Wire up WhatsApp/SMS/web + CRM; ground in your policies and docs.
03
Draft & approve
Safe wording, tone packs, and human-in-the-loop for risky actions.
04
Pilot & train
Run 2–4 weeks, A/B variants, promote winners, expand teams.
POPIA & Risk checklist
Consent & Opt-out
- Explicit opt-in capture with source/time stamps
- Clear opt-out wording on every message
- Template usage logging & audits
Minimise & Retain
- Collect only what’s needed per journey
- Retention windows & auto-deletion
- Access controls & change logs
Security & IP
- Encryption in transit/at rest; signed webhooks
- Human edits preserved for IP/ownership clarity
- Banned claims list & approvals workflow
FAQ
Straight answers on accuracy, compliance and delivery.
❓
How is this different from a “chatbot”?
Assistants don’t just reply — they look up policies, decide next steps and act (book, bill, update records) with human approvals.
📚
Where do answers come from?
Your knowledge base, policies and product docs — with citations and safe wording.
🧪
How do you keep answers accurate?
Retrieval with sources, guardrails and evaluation tests; humans approve risky actions.
🔌
Do you integrate with our stack?
We start with what you have — CRM, calendar, billing and e-signature tools.
⏱️
How long to value?
Pilot one assistant in 14–30 days; most see measurable lift in month one.
🌐
Channels supported?
WhatsApp, SMS and web chat feeding one queue and CRM.
Ready to cut admin and delight clients?
Let’s map the highest-impact automations for your accounting practice.
Blogs
Catalogs, Quotes & Payments in WhatsApp — From product question to paid in-thread
Make WhatsApp your fastest storefront. This guide shows how to surface product catalogs, capture just-enough detail, return a tappable quote, and take payment in-thread—cleanly logged in InOne CRM so ... ...more
WhatsApp Marketing and Automation ,Reputation Management Business Automation Ai Receptionist IN ONE CRM Ai Agents Ai for Sales Automation WhatsApp Business Solutions AI Solutions & Services AI Agency Cape Town Ai Solutions and Service Ai Agency Johannesburg &AI Solutions & Services | AI Agency South Africa
November 25, 2025•3 min read
Task Bots > FAQ Bots — Flows that do work (quotes, bookings, payments)
Most chatbots answer questions; the useful ones do tasks. This guide shows how to turn WhatsApp into a results engine—collect the minimum, confirm the goal, and complete a booking, quote, or payment i... ...more
WhatsApp Marketing and Automation ,Ai WhatsApp Marketing Ai Receptionist IN ONE CRM Ai Agents AI Solutions & Services AI Agency Cape Town Ai Solutions and Service Ai Agency Johannesburg &AI Solutions & Services | AI Agency South Africa
November 22, 2025•2 min read
Speed-to-Lead Benchmarks — How minutes vs hours change deal rates (with targets)
Most deals are won by the team that replies first. This guide gives you practical speed-to-lead targets, a simple escalation ladder (AI caller → human), and the InOne CRM fields to track so you lift c... ...more
WhatsApp Marketing and Automation ,CRM Business Automation Website Automation & Digital Growth Ai Agents Ai for Sales Automation Ai Callers AI Solutions & Services AI Agency Cape Town Ai Solutions and Service Ai Agency Johannesburg &AI Solutions & Services | AI Agency South Africa
November 20, 2025•3 min read
Contact Us Form
AI-powered growth for South African businesses. WhatsApp automation, AI chatbots, and marketing that converts — all in one system.