Stop chasing clients for documents.
Your AI employee collects invoices, receipts and statements wherever they arrive — e-mail, WhatsApp, a photo of the paper — files them in your folders, your way, tracks what each client still owes, and follows up until it's in. Nothing is sent without your approval.
We set it up with you · No commitment · You approve every step.
Client communication
The problem isn't the message. It's the interruption.
Your team didn't study accounting to spend half the afternoon finding an invoice that was already archived.
Every call, every email, and every WhatsApp is small on its own, but each one breaks concentration. By the end of the day, the important accounting work is still not done.
The phone rings
While someone is reviewing accounts.
An email asks for a document
The client originally sent.
A WhatsApp interrupts
Month-end close or payroll.
Each request is small
But it destroys concentration.
A technician is reviewing accounts. The phone rings: a client asks how much they owe. Then an email arrives asking to resend an invoice the client originally sent. Half an hour later, a WhatsApp interrupts month-end close. Each task took one minute; each one shattered half an hour of focus.
Qualified people become expensive search engines and virtual receptionists. The workday fills with activity while the important accounting work stays unfinished.
How it answers
The client calls or writes. The AI employee handles it.
A simple, safe flow: it identifies the client, searches only that client's documents, and answers or delivers what they ask for.
Call or message
By phone, email, WhatsApp, Telegram, and configured channels.
Identifies the client
Confirms who they are before opening anything.
Searches their documents
Only inside that client's documentation.
Answers or sends
A factual answer or a secure send to the client's registered email.
Only the exceptions
Anything needing professional judgment goes to your team.
One employee, several jobs
One AI employee, not a menu of assistants.
A single employee covers the firm's operational tasks. We do not duplicate products or fragment responsibility.
Captures and organizes
Collects and sorts each client's documentation.
Tracks what is expected
Compares what arrived with what was expected and prepares follow-up for what is still missing.
Answers routine requests
How much to pay, when a refund arrives, where a document is.
Finds and returns
Locates invoices, payroll, and forms and sends them securely.
Escalates decisions
Anything needing judgment goes to the accountant.
Keeps the audit trail
A record of the request, the tools used, and the response.
The result you feel
Fewer interruptions. Less burnout. More accounting.
The relief is not just answering faster: it is protecting your team from constant interruption so they can return to accounting work.
Protects attention
Deep work stops jumping at every call.
Protects your margin
A client-located invoice no longer costs a technician 15–30 minutes.
Returns professional dignity
Your team goes back to accounting, not to searching.
Control and safety
It answers a lot. It decides only what it can.
The client gets an answer without being ignored or forced through an unfamiliar portal. The firm keeps full professional responsibility.
Client-scoped access
It only opens the documentation of an identified, authorized client.
Registered-email delivery
It never discloses documents anywhere else.
Human escalation
Anything sensitive or uncertain stays pending for a person.
Audit history
Every request, response, and escalation is recorded.
No autonomous advice
It does not give accounting, tax, legal, or payroll advice on its own.
How your AI employee helps
It does the repetitive work. You keep the judgment.
From receiving documents to tracking what is missing and delivering organized files, the work stays supervised and fully traceable.
It collects the documents for you
No more chasing clients across email and WhatsApp.
Clients upload with a simple link or QR code. MyAIEmployee keeps every file tied to the right client and period and prepares supervised follow-ups for what is still missing. The firm chooses whether each request is reviewed or sent automatically under approved rules.
Configurable, supervised follow-ups
The system requests only documents that are still missing, using the firm's approved review and sending rules.
One place, every client
Uploads land scoped to the right client and organization — no more attachments lost across inboxes.
See what's blocking you
Know exactly which clients are missing what, before the deadline instead of after.
It organizes the evidence. You keep the accounting judgment.
From scattered files to reviewed, searchable documents.
MyAIEmployee identifies document facts, flags uncertain items, tracks what is missing, and files approved originals. It does not post entries or assign accounts.
Prepared, not invented
Uncertain fields are flagged for review instead of guessed, so your judgment always stays in the loop.
Expected-document checks
It compares what arrived against the expected documents approved by the firm for each client.
Your documents remain portable
Approved documents are renamed and filed in the folder structure your firm chooses. Download originals, ZIP batches, and a factual Document register that is not an accounting import file.
Imagine month-end without the pile-up
Leave on time. Know what is still missing.
This is what changes when the repetitive work is already done before you sit down.
Close faster
The prep is finished before you start — no more opening the month buried under a backlog.
The gaps stay visible
Expected documents are tracked against the checklist approved by the firm for each client, so what is still missing is always in front of you.
Your evenings back
Less chasing, less manual filing, less overtime — without ever losing control of the work.
It works before accounting, not inside it.
Your AI employee collects and organizes documents; your team reviews exceptions. It does not post entries or make accounting decisions. Every action is traceable and your client data stays yours.
Stop letting the work pile up.
Book your setup session today and we will set up your AI employee with you for this month-end.
We set it up with you · No commitment.
Pricing
Choose the plan that matches your firm's client volume and monthly document-credit needs.
Every paid plan includes Captura, Document Control, Period close, organized archive and delivery, checklist learning, supervised routines, document and data downloads, and connection to the firm's WhatsApp Business account. Plans include separate capacity for ongoing clients and annual-campaign clients. Monthly processing uses document credits: one logical document up to 10 pages uses 1 credit; each additional started block of 10 pages uses 1 more, up to 50 pages per logical document. If a file contains several documents, each is counted separately. Meta bills the firm directly for applicable outbound WhatsApp messages.
We set it up with you · No commitment · You approve every step.
Starter
- 15 ongoing · 30 annual-campaign clients
- 2,000 document credits per month
- All product modules included
- Captura, document control, period readiness, and organized delivery
Despacho
- 50 ongoing · 100 annual-campaign clients
- 4,000 document credits per month
- All product modules included
- Captura, document control, period readiness, and organized delivery
Despacho Plus
- 100 ongoing · 200 annual-campaign clients
- 6,000 document credits per month
- All product modules included
- Captura, document control, period readiness, and organized delivery
Pro
- 200 ongoing · 400 annual-campaign clients
- 8,000 document credits per month
- All product modules included
- Captura, document control, period readiness, and organized delivery
Enterprise
Custom pricing
- 200+ ongoing · 2x annual-campaign capacity
- Custom fair-use allowance
- Multiple departments and contact numbers
- Priority support
- Assisted onboarding
Client Communication
An AI employee that handles routine client requests by phone and messaging, searches their documents, and returns information securely.
+ VAT
Included requests and minutes renew each month and do not roll over. Automatic overage is off by default.
Included
- 500 handled digital client requests per month
- 200 connected AI phone minutes per month
- Authenticated telephone access through MyAIEmployee's shared Spanish line
- Factual document search and answers on the client's records
- Secure delivery of a document to the client's registered email
- Human escalation and accountant-attention items
- Shared access for the firm's authorized staff
- Audit history and usage reporting
A handled request is a real request that gets resolved, not every single message: fragments of one conversation count as a single request.
Extra capacity
- 500 extra digital requests: €25
- 200 extra connected phone minutes: €79
Frequently asked questions
Everything firms ask before they start.
See how it would answer my clients
Book a call and we will show you how the AI employee answers your clients — and what is left for your team.