AUTOMATION
How to automate client reminders & accounting reports for accounting firms
Accounting firms lose an average of 6 hours per client per month on repetitive tasks: document chasing, payment reminders, report generation. These hours can't be billed — they just disappear. — Documents collected, late payments reduced, reports generated automatically. Here is how an automation system solves this for you.
THE SOLUTION
Client Reminders & Accounting Reports
Automate document chase and payment reminders for your clients. Generate monthly PDF reports automatically from your data.
- ◈Automated document chase sequences
- ◈Payment reminders (D+30, D+45, D+60)
- ◈Monthly PDF report generation
- ◈Integration with your accounting software
5j
€59/mois
FAQ
Which accounting software does it work with?
Pennylane, Sage, QuickBooks, FEC/Excel, or any system that exports CSV. PDF reports can be customised to your brand.
Can we customise the reminder messages?
Yes. We configure the tone, frequency and content for your firm. Messages are written with Claude to sound human — not robotic.
Can the PDF reports carry our logo?
Yes. We prepare a template matching your brand. Just send us your logo and colours.