For accounting firms and independent accountants: it collects client documents, reminds late submitters, answers common questions, and organizes your appointments. Your team can then focus on production and advisory services.
Every missed call, every unanswered message, is a client potentially lost to a competitor.
Your AI employee doesn't just chat: it acts like a human employee, using your tools and on your behalf.
It makes and receives your phone calls, with a natural voice.
It sends and receives your WhatsApp messages, including text, photos, and voice notes.
It reads, sorts, and replies to your emails, from your own address.
It sends confirmations, reminders, and follow-ups via SMS.
It creates and updates your client records and case progress.
It suggests slots, books, and reschedules your appointments.
It searches for information, fills out online forms, and consults your tools.
It prepares quotes, reports, presentations, and summaries.
Invoices, statements, expense reports, receipts: it requests them, verifies nothing is missing, and files them in the correct client folder.
VAT, balance sheet, tax forms, declarations: it notifies each client in time and sends reminders until documents are received.
Case progress, expected documents, key dates: it responds 24/7 and forwards anything requiring advice to the appropriate team member.
Annual review, business creation, management review: it suggests slots, confirms, and sends reminders the day before.
It qualifies prospects (legal structure, activity, volume), sends the engagement letter for signature, and the list of opening documents.
Every exchange, every document received, and every reminder is tracked in the client's record.
While you focus on your core business, it handles everything else.
It sends reminders to 25 clients for the month's VAT documents.
A client asks about their balance sheet progress: it responds with the current status of the file.
It sends WhatsApp reminders to the 6 clients who still haven't submitted their statements.
A new business creator gets in touch: it qualifies them and schedules a discovery meeting.
You receive the summary: documents received, completed files, clients to follow up with tomorrow.
Documents arrive before deadlines, without manual follow-ups.
They produce and advise instead of chasing documents.
Everyone knows the status of their file, at all times.
Others sell you a tool and leave you to it. At Crewmy, a human team trains your AI employee for your specific business, corrects every error, and helps it improve every week.
No. It handles administrative tasks related to production: collecting and classifying documents, sending reminders, answering common questions, and scheduling appointments. Your team members will continue to manage bookkeeping, review, and advisory services.
It sends each client a list of required documents via email or WhatsApp, verifies what has been received, requests missing items, and files documents in the client's folder.
Yes. Based on your calendar (VAT, balance sheet, tax forms, declarations), it notifies each client in advance and sends reminders until all documents are received.
All exchanges are tracked in your dedicated space, access is restricted to your firm, and data is processed in compliance with GDPR under a subcontracting agreement.
299 € excl. VAT per month, with a renewable 6-month commitment (3-month notice period for termination), including a dedicated Crewmy human coach to configure it to your processes and tools.
1st PREMIUM agent · additional agent: 199 € excl. VAT / month
All-inclusive, with a renewable 6-month commitment (3-month notice period for termination), and full support from our team.
Create My Account →Also discover our AI employees for: