Client documents requester
Requests the missing documents from your clients for the annual accounts or the return and reminds them until everything is in.
Saves, estimated: ± 3 hours a week in the season
Client documents requester is an AI agent from Altramano for administration and finance. An AI agent does a task that involves reading, assessing or writing, such as assessing an enquiry or drafting a reply. It puts it in front of you, or does it itself if you want it to.
What it does
- Keeps track per client of which documents you need and which are already there.
- Sends the client a request with exactly the list that is still missing, in your tone.
- Recognises documents that come in and ticks them off.
- Reminds after a period you choose, and reports to you who is lagging.
An example
- In
- Forty clients, each with a list of documents for the annual accounts, half of them not yet complete.
- Out
- Twenty requests for approval with the missing documents per client, and an overview of who has not responded after two weeks.
Integrations it uses
GmailFind, send and answer mail in Gmail, with a trigger on new mail.
Microsoft OutlookFind, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail.
Microsoft SharePointFiles, folders and list items in SharePoint, with triggers on new files.
Google DriveRead, upload and move files and folders in Google Drive, with a trigger on a new file.
DropboxRead, upload and move files and folders in Dropbox.
Where the limit lies
The first request passes you; the reminders you can let go by themselves.
Templates it bundles
| Sjabloon | Soort | What it does |
|---|---|---|
| Delivery list for the bookkeeper | AI agent | An assistant that makes a delivery list per quarter and keeps track of what has arrived. |
| Follow up a signature request | automation | Documents sent for signature that are not back after five days get a reminder, for approval. |
Industries where this comes up
Frequently asked questions
How does it know which documents I need?
From a list per client or per type of client you maintain. You adjust that per year.
Does it recognise a document the client sends?
Yes. A bank statement, an insurance policy or an invoice it recognises and ticks off. If in doubt, it asks you.
Do clients see each other's data?
Never. Every client gets only their own list.