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Case study · Accounting & finance

Documents in, without the chasing.

Accounting firms use aitextbotz to collect documents and answer client questions by chat.

Illustrative scenario based on how we build agents for accounting & finance. Not a named client.

The challenge

01
Weeks spent chasing missing documents
02
Clients email the wrong people
03
Uploads scattered across inboxes

The agents

AgentWhatsApp & SMS agentTwo-way messaging on the channels customers prefer.AgentBooking & forms agentBooks appointments and collects forms inside the chat.AgentKnowledge agentKeeps the bot’s knowledge current and flags gaps.

The rollout

01
Client gets a personal checklist
02
Reminders by SMS and WhatsApp
03
Documents uploaded in chat
04
Filed to the right client folder

The outcome

Complete files sooner, with less chasing.

NewsletterAI automation, once a month.New use cases, prompts and guides. No spam.

Turn every chat into a result.

01A 30-minute call with the rainmindz team02A written agent blueprint within a week03No commitment until you approve it
Discovery call · 30 minVideo call with the rainmindz team
Pick a day · November
Pick a time · Mountain Time