Clients organised, deadlines never missed.

What accountants and bookkeepers run on Wakato

Client intake

New clients onboard through a form into your CRM. Contacts & CRM.

Documents collected

Clients forward receipts and statements to their own address. Finance.

Deadline reminders

Automations remind clients before every deadline. Email & Campaigns.

Invoices and calls

Review calls booked, invoices paid by link. Calendar & Bookings.

The AI agents accountants and bookkeepers start with

• Books: Keeps your firm's books and chases missing documents.
• Client desk: Answers client questions and books calls.

Use cases

• Close your books · An AI agent sorts your bank feed, matches receipts, tracks bills, posts your sales and prepares month end and an accountant pack, asking only about what it isn't sure of.
• Get paid faster · Send invoices and payment links in the chat, by email or text; an AI agent reminds customers until they pay and your books record it automatically.
• Follow up with every lead · Every lead from your site, ads, calls and DMs gets a personal follow-up by email or text until they book or buy, written by an AI agent.

Questions

Can AI chase clients for documents?

Yes. Wakato's agent sends reminders, reads what clients forward and tells you what's still missing.