ai
textbot
z
Agents
▾
Use cases
▾
Resources
▾
Plans
▾
Book a call
aitextbotz.com
/
Use cases
/
Accounting & finance
/
Use case · Accounting & finance
Documents in, without the chasing.
Accounting firms use aitextbotz to collect documents and answer client questions by chat.
Book a discovery call
How we build it
The problem today
×
Weeks spent chasing missing documents
×
Clients email the wrong people
×
Uploads scattered across inboxes
The outcome
Complete files sooner, with less chasing.
Talk to us about this
How it runs
Step by step.
1
Client gets a personal checklist
2
Reminders by SMS and WhatsApp
3
Documents uploaded in chat
4
Filed to the right client folder
The agents involved
WhatsApp & SMS agent
Two-way messaging on the channels customers prefer.
Explore this agent →
Booking & forms agent
Books appointments and collects forms inside the chat.
Explore this agent →
Knowledge agent
Keeps the bot’s knowledge current and flags gaps.
Explore this agent →
More use cases
Schools & edtech
→
Clinics & hospitals
→
Agencies & creators
→
E-commerce
→
Real estate
→
Hotels & travel
→
Newsletter
AI automation, once a month.
New use cases, prompts and guides. No spam.
Subscribe
Turn every chat into a result.
01
A 30-minute call with the rainmindz team
02
A written agent blueprint within a week
03
No commitment until you approve it
Discovery call · 30 min
Video call with the rainmindz team
Pick a day · November
Thu
12
Fri
13
Mon
16
Tue
17
Wed
18
Pick a time · Mountain Time
09:30
11:00
13:30
15:00
16:30
17:30
Pick a day and a time