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Accountants

ContaBot

Let the bot answer the routine questions so you can focus on the accounts that actually matter.

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Accountants

Who it's for

Accountants

You manage your own client portfolio, and each client messages you on WhatsApp at their own pace: one asks about their RUC tax ID digit and when their filing is due, another got an SRI penalty notice they don't understand, another just wants to know if you've submitted the transaction annex yet. You know the answer by heart, but typing it one by one eats up the time you need to close financial statements and meet everyone else's deadlines.

Sample conversation

Hi, I received an SRI notice saying "discrepancies detected" in my VAT filing. What do I do?
Your accountant needs to review that directly, your message has already been forwarded and they'll contact you today. In the meantime, do not respond to the notice on your own: that can complicate the process.

The difference

Without ContaBot / With ContaBot

Sound familiar? It doesn't have to stay that way.

Messages at night, the same questions again, clients who won't wait. That's a day without help.

U

Unanswered messages

You answer "when is my filing due?10:42 pm · Unanswered
" multiple times in the same day.11:15 pm · Unanswered
A client sends their withholding receipts on the actual due date, without having shared them in advance.7:03 am · Unanswered
  • Replies instantly
  • Books and confirms
  • Reminds and follows up
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See more for Accountants

Next step

Want it for your business?

Plans from $99, delivered in 1 to 2 hours. Adjusted to the size of your business.

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