⚡
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.
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AI-powered growth for South African businesses. WhatsApp automation, AI chatbots, and marketing that converts — all in one system.