Answers guides, taxes, and deadlines
Clears recurring doubts immediately — which tax, how much, when is due, where’s the document — with your office’s tone, 24/7, no queue, and without overwhelming your team.
01 · Responds
Sector · Accounting
AI for accounting: the accounting firm 24/7
AI for accounting is a Digital Employee from XMACNA that takes from the accountant the flood of client WhatsApps: "where's the invoice?", "which tax do I pay this month?", "when does the DAS expire?", "send the balance again". It responds instantly, collects missing documents and data, reminds deadlines before they become fines, and records each interaction on the Intelligent Dashboard — giving your team back the hours that today vanish typing data from one system to another. The audit and fiscal writing remain theirs; AI handles, organizes, and collects what’s missing.
Instant responseinvoice, tax, and deadline answered 24/7 without taking the team from writing
Document collectedrequests and receives what is missing on WhatsApp, with no manual chasing
Deadline remindedalerts the due date before it becomes a fine and logs it on the Dashboard
From SDR to CRM
See how the magic happens.
Client answered instantly. Document collected. Deadline reminded. Team freed.
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01
Message
Client contacts via WhatsApp, voice, or active campaign.
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02
Context
The Digital Employee reads history, memory, and data from the Intelligent Dashboard.
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03
Decision
It chooses the next action: reply, qualify, schedule, collect, or escalate.
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04
Record
The conversation turns into structured data, private notes, and updated opportunity.
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05
Control
Your team takes over when a human is needed, already with full context.
From WhatsApp drowning the accountant to the office that answers itself.
Your office doesn’t lose clients from miscalculating — it loses patience (and billable hours) answering the same invoice question fifty times, chasing documents that never arrive, and typing the same data between the accounting system and the spreadsheet. The Digital Employee takes the front line of support and gives your team back to do real accounting.
Before
Client asks "where’s my invoice?" and the team stops working on writing to answer all day.
After · XMACNA
The Digital Employee answers instantly, sends the correct invoice and explains the deadline — without taking anyone from auditing.
Before
Monthly documents arrive piecemeal, late, or never, and someone has to chase them one by one.
After · XMACNA
It requests invoice, statement, and receipts on WhatsApp, receives attachments, and checks what’s missing.
Before
Last-minute tax deadlines become fines and angry clients.
After · XMACNA
It notifies DAS, tax, and obligation due dates in advance and confirms payments.
Before
New client onboarding drags on weeks requesting data and social contract by email.
After · XMACNA
It leads onboarding through conversation, collects data and documents in sequence, and delivers the client ready for the team.
How AI for accounting offices takes repetitive time from your team.
You don’t change your accounting system or redo your process. XMACNA connects the Digital Employee to the workflow your office already uses and it handles service and collection end-to-end — your team only steps in when it requires an accountant’s expertise.
Requests and receives what’s missing
Asks for invoice, statement, receipt, and articles of incorporation, receives the attachment on WhatsApp and checks the pending items — onboarding and monthly closing no longer get stuck waiting for documents.
02 · CollectionNotifies deadline and updates the Dashboard
Alerts the due date before it turns into a fine and logs every interaction and document in the Intelligent Dashboard — data stops being retyped from one system to another manually.
03 · Remembers and recordsWhat matters to know.
What does AI for accounting do in my office?+
XMACNA’s Digital Employee serves the client on WhatsApp instantly: answers guides, taxes, and deadlines, collects missing documents, reminds about due dates before fines, and records everything in the Intelligent Dashboard — taking repetitive work off your team without changing fiscal writing.
Does AI replace the accountant or do the calculations?+
No. It handles service, document collection, and deadline reminders — never the accounting, calculations, or reports. The calculation and technical responsibility remain with you; AI delivers the attended client and the organized document.
Does it really collect documents and data via WhatsApp?+
Yes. The Digital Employee requests invoices, statements, receipts, and articles of incorporation, receives attachments in conversation, and checks what’s missing — useful both for month-end closing and onboarding new clients, avoiding weeks of dragging via email.
How does it remind about deadlines without clients ignoring it?+
It notifies DAS, tax and obligations’ due dates in advance, in the office’s tone, and confirms payment — recording each notice in the Intelligent Dashboard so you can see who has paid and who needs follow-up.
Does it integrate with the accounting system I already use?+
Yes. XMACNA connects the Digital Employee to your office’s workflow — you don’t change systems even for operations. It serves, collects, and records; your team only steps in when the accountant’s expertise is needed.
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