Reconcile on time, without begging for receipts
Month-end stalls on the same thing every time: a shoebox of missing receipts. Susan messages clients on WhatsApp the moment a transaction has no receipt, lets them snap a photo in chat, and files it against the transaction, so your reconciliation closes days earlier.
¿Te suena?
Month-end held hostage
You can't close the books until the client finds three receipts from six weeks ago. Everything waits.
Emails ignored
"Please send your March receipts" sits unread in inboxes. WhatsApp gets a 98% open rate instead.
Surprise tax bills
Unreconciled books hide missing expenses, which means overpaid tax and awkward conversations in January.
Atiende, captura y reserva mientras trabajas
- ✓ Spots unreceipted transactions and messages the client instantly
- ✓ Collects receipt photos directly in WhatsApp, no apps or portals
- ✓ Matches receipts to transactions for clean, complete reconciliations
- ✓ Flags gaps to you before month-end, not weeks after
Lecturas prácticas para tu practice
How Accountants and Lawyers Can Automate Client Document Chasing
Reclaim your billable hours by using AI and WhatsApp integrations to automate client document chasing, CRM data entry, and status updates.
How to Automate FreeAgent WhatsApp Invoice Reminders & Payment Links (Get Paid 3x Faster)
Learn how UK sole traders and small businesses connect FreeAgent with Susan AI to send automated WhatsApp invoice reminders, collect 1-tap payments, and slash debtor days.
Mensajes de Respuesta Automática para WhatsApp Business (25+ Ejemplos)
Ejemplos de respuestas automáticas, mensajes de bienvenida y ausencia para WhatsApp Business. Copia y pega las plantillas gratis para tu negocio.
Live in under 10 minutes
No developers, no lengthy onboarding, no agency. Just WhatsApp and ten minutes of your time.
Connect your WhatsApp
Scan a QR code — the same way WhatsApp Web works. No new number, no technical setup. Takes under 2 minutes.
Teach Susan your business
Chat with her, share your website, or upload a document. She absorbs your prices, services, tone, and FAQs instantly.
Susan goes live
She starts handling enquiries, booking appointments, and capturing leads straight away. You get an alert for anything that needs you.