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futureagent

Accounting and financeAutomation

Client document collection

For an accounting firm: every month, the agent matches each client's bank transactions with the receipts received, sends each one the precise list of missing documents and follows up until the month's closing date.

Use this template

€4 per month, estimatedPrice confirmed before launch

Or launch it from WhatsApp

What the agent does

On the 3rd, 10th and 17th of every month

  1. 1Match. Transactions and receipts.
  2. 2List. Missing documents per client.
  3. 3Follow up. Precise list, courteous tone.

Sample deliverable

October: 64 clients, 21 complete files

  • Boulangerie Lemoine: 7 missing documents, including the Metro invoice of the 12th (€318.40).
  • SCI Garibaldi: October bank statement not uploaded.
  • Excel: Missing documents per client

Connectors

  • Google DriveGoogle Drive: read uploaded statements and receipts
  • GmailGmail: follow up with each client

Already set up for you

Reminders
The 3rd, 10th and 17th of the month

What you'll be asked

  • How are client folders organized in Drive?

Who it's for

About 3 runs a month, rich business logic and 15 actions per run (generated files, emails sent, calculations): Micro tier.

Learn more

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