85%
On-time document delivery rate
WhatsApp reminders are read within minutes, unlike emails that clients ignore for days.
AI Agent for Accounting: Routine Answers Itself While the Technician Closes the Month
One hundred eighty clients generate a daily volume of routine questions that consumes the very people who should be handling the accounting.
Our Clients Companies that trust the operation
+180k
Messages and media exchanged every day
+1,200
Companies that trust our solutions
+40k
Automations built on our platform
O que é Agente de IA para Contabilidade
The AI Agent for Accounting from Nexloo eliminates the main operational bottleneck of accounting firms: collecting documents and information from clients. The agent sends reminders for due obligations, requests invoices and statements, and answers recurring questions about deadlines and procedures — via WhatsApp.
Accounting firms lose hours each week chasing documents from clients who do not respond to emails. Through WhatsApp, the response rate is drastically higher. Connected to the Nexloo omnichannel platform, the agent organizes everything in a centralized dashboard for the accountant.
Results
Benefícios do Agente de IA para Contabilidade
What changes in the office when routines no longer consume the technical team.
60%
Reduction in hours spent chasing documents
The agent persists until the client sends the documents, without taking up time from analysts and accounting assistants.
24/7
Client support for the firm
Clients can ask questions about DASN, guides, and deadlines without waiting for the firm's business hours.
40%
Fewer delays in tax obligations
Advance reminders ensure that documents arrive on time to meet legal deadlines.
Features
Funcionalidades do Agente de IA para Contabilidade
Recursos projetados para transformar o atendimento no segmento de contabilidade.
Document collection via WhatsApp
Requests invoices, bank statements, and receipts via WhatsApp with photo and PDF submissions.
Tax obligation reminders
Sends automatic alerts about the due dates for DAS, DASN, IRPF, and other obligations by tax regime.
Accounting FAQ for clients
Answers frequently asked questions about issuing invoices, payment plans, certificates, and tax procedures.
Automated monthly checklist
Every month sends a list of necessary documents and marks receipt as the client sends them.
Notifications of pending items to the firm
Alerts the accountant when clients have pending documents close to the obligation deadline.
Conversational context memory
The agent remembers information from previous interactions with the same contact for continuous and personalized conversations.
Training through your knowledge base
The agent learns from their documents, price lists, policies, and website pages. The responses come from what your company wrote, not from generic internet knowledge.
Qualification through sequential questions
Instead of a disguised form, the agent guides the conversation: each response defines the next question, and what they discover becomes a filled field in the contact.
Handoff with context for the human
When the conversation needs human input, it reaches the agent with the entire history and a summary of what has already been gathered — no one asks the customer to repeat their story.
Configurable escalation rules
You define what the agent never responds to alone: out-of-table values, complaints, cancellation requests. Anything on the list goes straight to a person.
Conversation memory between sessions
The customer who returns two weeks later doesn't start from scratch. The agent picks up where they left off, with what has already been agreed upon and what is still pending.
Brand's tone of voice and vocabulary
Formal or casual, with or without emoji, using the terms your market uses. The agent writes like your company writes, not like a generic assistant.
Subject limits and secure response
Outside of what was trained, the agent doesn't make things up: they say they'll confirm and forward. It's the difference between a reliable assistant and one that invents prices.
Scheduling within the conversation
The agent checks availability, offers time slots, and confirms without switching apps. The client leaves the conversation with the appointment booked.
Sending documents and media
Catalog, price list, contract, invoice, or instructional video: the agent sends the right file at the moment they respond to the inquiry.
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Segments
Para quem é o Agente de IA para Contabilidade
The accounting office formats that earn the most with an AI agent.
Offices with a portfolio of MEIs and SMEs
100+ clients with monthly obligations
Chasing documents from dozens of clients every month consumes time that could be spent on consulting.
Accounting firms focused on Simples Nacional
Offices with 200+ active companies
The volume of DAS, DASN, and accessory obligations creates a risk of delays when clients do not send data on time.
Offices expanding their portfolio
Accounting firms growing 20%+ per year
Each new client increases the operational burden of collection and communication without a proportional increase in revenue.
Sales and pre-sales operations
Starting from 3 users
They need to respond to the lead within the first few minutes and enter the human conversation already knowing the size, pain, and urgency.
Scheduling and confirmation
Starting from 3 users
They schedule, reschedule, and confirm all day long — repetitive tasks that consume the team and require no judgment.
Support and post-sale
Starting from 3 users
They receive the same question hundreds of times a month and need to reserve the human team for what is truly specific.
Billing and negotiation
Starting from 3 users
They need to approach at scale, record what was agreed, and escalate to a person when the negotiation deviates from the standard.
Recruitment and HR
Starting from 3 users
Handles candidates, collects documents, and explains benefits — high volume, low variation conversations.
Health and wellness services
Starting from 3 users
Handles appointment requests, exam results, and preparation guidance outside of business hours, when the reception is already closed.
Retail and e-commerce
Starting from 3 users
They concentrate pre-purchase questions and order tracking, with peaks on commercial dates that a fixed team cannot absorb.
Professional services and education
Starting from 3 users
They screen interested candidates and respond to the same list of questions before any conversation is worth a specialist's time.
Deals with long consultative selling
Starting from 3 users
They have cycles of weeks and need to keep the interested party warm between each human contact, without relying on someone to remember.
What sets us apart
Por que escolher Nexloo para Contabilidade
What's included in the plan for accounting firms that serve via WhatsApp.
Clients' preferred channel: WhatsApp
The response rate on WhatsApp is 5x higher than email for collecting accounting documents.
Persistence without human strain
The agent resends reminders until the client sends the documents, without embarrassment for the analyst.
Organization by client and period
Received documents are automatically organized by CNPJ, competence, and type for easy consultation.
Customization by tax regime
Each client receives reminders and requests according to their regime: MEI, Simples, Presumed Profit, or Real.
Ecosystem
Integrations that simply work.
Connect Nexloo to the tools you already run on, without friction — more than 5,000 apps available to extend your support hub and automate the work around it
Where the conversation flows to
- Parceiro OficialMeta
- Zapier
- HubSpot
- Salesforce
- RD Station
- Pipedrive
- API REST
Where the lead comes from, and where the team works after
- Mais pedidaMeta Ads
- Google Ads
- Meta Lead Forms
- Google Sheets
- Google Calendar
- Shopify
- Slack
What's changing
The technical team responds "did the invoice arrive?".
One hundred eighty clients generate a daily volume of routine questions that consumes exactly the people who should be handling reporting and closing.
In practice
How the agent sustains the portfolio routine
The accounting work is technical; what surrounds the accounting work is repetition. The agent takes care of the second — asking, reminding, resending, confirming — and leaves the first to those who know how to do it.
Recognizes the customer's company
Regime, obligations, and responsible party are already in the contact — the client doesn't need to identify themselves with each message.
Responds and resends routine information
Guide, invoice, deadline, and delivery status are provided instantly, without going through anyone on the team.
Charge what is pending
The monthly document list is requested, checked, and followed up on the dates — with a record of who sent what.
Escalate what is technical
Change of regime, tax questions, and issues with the tax authority go directly to the accountant of the account.
FAQ
Before the next closing.
The most common questions about document attachment, pending charge, confidentiality, and departmental queue.
How does the AI Agent for Accounting collect documents from clients?
The AI Agent for Accounting sends scheduled messages via WhatsApp requesting specific documents such as purchase invoices, bank statements, payment receipts, and vouchers. The client sends photos or PDFs directly in the chat, and the agent confirms receipt. Pending documents are followed up with increasing frequency until sent. The firm tracks the status of each client on the centralized dashboard.
Does the AI Agent for Accounting send reminders for tax deadlines?
Yes, the agent is programmed with a complete fiscal calendar by tax regime. It sends advance reminders about the due dates for DAS, DASN-SIMEI, IRPF, accessory obligations, and open payment plans. Each client receives only the alerts relevant to their regime. The reminders include what needs to be done and which documents the firm needs to meet the obligation on time.
Does the AI Agent for Accounting answer clients' questions about taxes?
Yes, the agent answers frequently asked questions based on the knowledge base configured by the firm. Questions about issuing invoices, calculating DAS, registration status, negative certificates, and common procedures are answered instantly. For inquiries that require individualized analysis by the accountant, the agent logs the request and directs it to the responsible professional.
Does the AI Agent for Accounting work with different tax regimes?
Yes, the agent is configurable by the tax regime of each client. Companies under the Simples Nacional receive different reminders and requests than those under Presumed Profit or Real. MEIs have a simplified flow focused on DAS and DASN. Each regime has a calendar of obligations, necessary documents, and specific collection frequency, ensuring that no obligation is overlooked.
Can I use the AI Agent for Accounting for onboarding new clients?
Yes, the agent conducts the onboarding of new clients for the firm by collecting registration information, incorporation documents, necessary powers of attorney, and access to systems. An automatic checklist guides the client through each step, marking items as they are delivered. The accountant receives a notification when onboarding is complete and can start working with all documentation organized.
How much does the Nexloo AI Agent for Accounting cost?
Nexloo offers a free trial with no credit card required for accounting firms. Plans vary based on the number of clients served and message volume. Considering that the savings in hours spent chasing documents and the reduction in delays for tax obligations protect the firm from fines and client dissatisfaction, the return on investment is typically achieved in the first month.
Last step
Where is your office spends the technician
A short conversation to gauge how much of your team's day goes to routine tasks that don't require accounting training.
- No credit card
- Set up in 5 minutes
- Cancel whenever you like
Request your free assessment
No commitment. One conversation to map where your operation is losing sales.
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