A week before the report deadline, half of your clients haven't sent documents yet, and you have to call them manually.
Accounting services
You only start calculating when the full set is ready.
A week before the report deadline, half of your clients haven't sent documents yet, and you have to call them manually.
Choose an available solutionHow it works in your business
Choose an example interaction and follow the path to your team’s next action.
Interactive example
From deadline approach to full document set
Client request
What do I need to submit for the quarterly report?
Client request: What do I need to submit for the quarterly report?
What will change
A client sends a photo of an invoice in WhatsApp, a VAT question in Telegram, and the act via email — everything lives in different chats.
All client messages and documents are collected in one card, regardless of the channel.
Reporting deadlines are held in the chief accountant's head, and one missed deadline means fines and a client confrontation.
A reporting calendar is maintained for each client, tasks are assigned, and deadlines are never lost.
Solution foundation
- Client assistant
AI handles routine tasks on its own and passes only complex or important conversations to a human.
- Tasks and team
AI assigns the next step, due date, and responsible person, and ensures no task gets lost.
- Finance
AI spots debts and deviations and prepares the next step; the tool does not transfer money.
- Messaging and email
AI routes incoming messages, monitors channels, and handles approved conversations; important messages wait for your confirmation.
Add later
Bank, payment provider, and external channel fees are shown separately.
What to prepare for launch
You don’t have to fill everything in at once. Bototeka will show the gaps and save your draft.
What to prepare for launch
- service types
- reporting calendar
- document list
What you can automate
- Remind clients about deadlines and missing documents.
- Collect client messages and documents into one card.
- Maintain a reporting calendar and tasks for each client.
What stays under control
- Public responses, prices, discounts, financial and irreversible changes await confirmation by the authorized manager.
- Client confirmation is only used for actions where it is explicitly called for in the script.
Questions about launch
Does the bot calculate taxes itself?+
No. It collects documents and reminds about deadlines — calculations and interpretations are up to the accountant.
How does it collect documents?+
From all channels into one client card, with a note on what has arrived and what's missing.
Can it help with deadlines?+
Yes. A reporting calendar is maintained for each client, so deadlines are never missed.
Can I start with one instrument?+
Yes. The package shows the recommended composition, but the team can start with one task and add other tools later.