3x
Increased productivity in the accounting sector
Omnichannel for Accounting eliminates repetitive manual tasks and allows your team to focus on efficiently managing accounting demands.
Omnichannel for Accounting: Request via WhatsApp What Has Already Arrived by Email
The most common rework in an accounting office: the client sent, the file landed in one channel, and the one who followed up was looking at another.
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 Omnichannel para Contabilidade
The Omnichannel for Accounting from Nexloo unifies all communication channels into a single service platform, tailored to the specific needs of accounting firms. With a solution developed for the accounting sector, your team automates communication with clients about documents and focuses on what really matters: managing accounting demands.
Companies in the accounting sector face unique communication and client relationship challenges. The complete service platform Nexloo addresses these challenges with accessible technology, quick setup, and proven results from hundreds of accounting firms across Brazil.
Results
Benefícios do Omnichannel para Contabilidade
What changes in the office when collection no longer depends on which channel someone opened.
80%
Reduced response time
Serve accounting firms instantly at any time, without leaving any message unanswered.
24/7
Total availability for accounting firms
Clients in the accounting sector receive immediate responses even outside business hours.
45%
Increased customer satisfaction
Resolve questions and demands from accounting firms quickly, improving the customer experience.
Features
Funcionalidades do Omnichannel para Contabilidade
Recursos projetados para transformar o atendimento no segmento de contabilidade.
Unified multichannel inbox
WhatsApp, Instagram, Messenger, Telegram, and website chat in a single organized inbox.
Context preserved across channels
If a client starts on Instagram and continues on WhatsApp, the agent sees the entire unified history.
Smart routing by channel
Distribute conversations from each channel to specialized teams with configurable rules.
Consolidated reports by channel
Compare performance across channels with metrics on volume, response time, and satisfaction.
Unified inbox
All messages from WhatsApp, Instagram, Facebook, Telegram, and website chat in a single interface.
Seamless switching between channels
Continue a conversation on any channel without losing context, history, or previously collected client data.
Unique contact across all channels
WhatsApp, direct message, email, and chat from the same client become a single record. The agent sees the whole person, not just the part that came through that channel.
Unified inbox with channel filter.
Everything in one queue, with the option to check only WhatsApp when the volume gets high. Unification is the standard; separation is a choice, not a limitation.
Response on the channel where the person wrote
Those who emailed receive an email; those who contacted via direct receive a direct message. The agent types in one place, and the platform delivers to the right channel.
Merging duplicate contacts
When the same customer appears twice through different channels, the two records merge into one — with both histories preserved on the same timeline.
Distribution rules by channel
Email can go to finance and direct to sales, or everything to the same queue. The rule is yours, and it applies without anyone manually sorting.
Internal notes that the client does not see
The team communicates within the support system, tagging colleagues, without opening a second tool and without the risk of the observation being seen by the customer.
Subscription and tone by channel
Email requires formality and a signature; direct messages require short phrases. The same agent writes in the correct record for each one, with separate templates.
History survives the change of attendant
When the conversation changes hands or channels, the entire history goes along — and the customer doesn't have to start explaining from scratch.
Indicators by channel and by agent
First response time, volume, and satisfaction separated by channel. This is how you discover that email has a two-day queue while WhatsApp responds in minutes.
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Segments
Para quem é o Omnichannel para Contabilidade
The accounting office formats that earn the most with omnichannel support.
escritórios de contabilidade de pequeno porte
Equipes de 2-10 pessoas
Lack of organization in communication with clients about documents leads to missed opportunities and daily rework.
escritórios de contabilidade em crescimento
Equipes de 10-50 pessoas
Increasing demand volume exceeds the team's capacity to manage accounting demands with quality.
escritórios de contabilidade com múltiplas unidades
Operações com 3+ locais
Standardizing service across branches and maintaining uniform quality is challenging without centralization.
Operations with audience across multiple networks
Starting from 3 users
They receive the same customer through three different channels and treat each channel as if it were a new person.
Support with teams separated by channel
Starting from 3 users
You have one person on email, another on WhatsApp, and another on social media — and none of them see what the others have replied.
Multichannel retail and e-commerce
Starting from 3 users
Responds to the same request across different channels and ends up giving conflicting information.
Long-term relationship services
Starting from 3 users
They follow the same client for years and need to find what was agreed upon six months ago, in any channel.
Operations with support and billing
Starting from 3 users
They talk to the same person for different reasons and need a unique history to avoid contradictions.
Education and community institutions
Starting from 3 users
They communicate with families and students through various means and lose messages along the way.
Operations with distributed team
Starting from 3 users
They need anyone, from any unit, to see the same conversation and the same history.
Technical support with multiple entries
Starting from 3 users
They receive the same request via email and chat and end up treating them as two distinct problems.
Deals with consultative selling
Starting from 3 users
Leads negotiations that go through multiple channels and cannot lose the thread between one contact and another.
What sets us apart
Por que escolher Nexloo para Contabilidade
What's included in the plan for multichannel accounting firms.
All channels on one screen
Eliminate the need to switch between WhatsApp Web, Instagram, email, and other apps.
Consistent cross-channel experience
Clients receive the same level of service regardless of the chosen contact channel.
Scale without multiplying tools
Add new service channels without hiring new platforms or training separate teams.
360° view of the client
Complete history of interactions across all channels, unified profile, and recorded preferences.
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
Inquired via WhatsApp the content already in the email.
It's the most common rework in an accounting office: the client sent it, the file landed in a channel, and the one who followed up was looking at another. On both sides, there's a sense of disorganization.
In practice
How the competence gathers everything that arrived
The monthly collection is the central process of the office. Unifying channels is what allows the month to close without anyone searching for files.
Every channel enters the client's queue
Email, WhatsApp, and chat go into the same inbox, with the company identified.
The attachment goes to the relevant period.
The file is associated with the month, and the pending item is automatically marked as completed.
The charge looks at what is missing
Follow-ups consider all channels, not just the one someone was looking at.
The deadline is visible
What is due and still has pending items appears before the due week.
FAQ
Before the next closing.
The most common questions about attachments, competence, departmental queue, and confidentiality.
How does the Omnichannel for Accounting work in practice?
The Omnichannel for Accounting from Nexloo was specifically developed to meet the needs of the accounting sector. The solution unifies all communication channels into a single service platform, tailored for accounting firms. In practice, accounting firms can set up the tool in minutes, connecting their service channels and customizing flows for communication with clients about documents. The system learns from interactions and becomes more efficient over time, allowing your team to focus on managing accounting demands instead of repetitive operational tasks.
Does the Omnichannel for Accounting have a free plan for accounting firms?
Yes, Nexloo offers a 7-day free trial with full access to the Omnichannel for Accounting for accounting firms. Professionals in the accounting sector can set up the system, connect preferred channels, and test with real communication demands with clients about documents without any financial commitment. No payment information is required to get started. After trying it out, flexible plans cater to everything from individual firms to networks with multiple units, scaling as needed. Our team supports accounting firms throughout the evaluation, ensuring full utilization of the resources available for the sector.
How to connect the Omnichannel for Accounting to the systems I already use?
Connecting the Omnichannel for Accounting with tools used by accounting firms is done without the need for programming. Nexloo offers ready-made connectors via Zapier and webhooks for the most popular systems in the accounting sector, as well as a RESTful API for specific integrations. Accounting management, scheduling, financial, and marketing software can be integrated directly. For accounting firms with proprietary systems, the API documentation allows technical teams to create custom connections. Our technical support assists with each integration at no additional cost.
How long does it take to set up the Omnichannel for Accounting?
The initial setup of the Omnichannel for Accounting for accounting firms takes between 10 and 30 minutes for the basic version. The process includes creating an account, connecting communication channels, and customizing automated messages for the accounting sector. Advanced features such as complex automations and integrations with specific accounting firm systems may take 1 to 3 days for complete setup. Nexloo provides pre-configured templates for the accounting sector that significantly speed up the initial setup and reduce the learning curve.
Is the Omnichannel for Accounting safe for client data in the accounting sector?
Absolutely. The Omnichannel for Accounting meets specific security requirements for accounting firms, operating in full compliance with LGPD. Communications are protected by encryption at all stages. Granular access control allows defining which employees can view sensitive client data in the accounting sector. Features such as automatic consent, opt-out, and data deletion meet regulatory obligations without operational effort. Servers with international certifications provide additional protection for information handled by accounting firms.
Why choose Omnichannel for Accounting instead of managing channels separately?
Managing channels separately in the accounting sector means switching between multiple windows, losing context between interactions, and duplicating configurations. The Omnichannel for Accounting consolidates everything into a single interface optimized for accounting firms, with a unified history for each client, cross-channel automations for communication with clients about documents, and consolidated reports that show real performance in managing accounting demands across all channels.
How long until I see results using Omnichannel for Accounting?
Initial results with the Omnichannel for Accounting are visible within the first 48 hours, especially in response speed and organization of service for accounting firms. Productivity metrics and reduction of manual tasks appear in the first week of active use. Impact on revenue and client retention in the accounting sector typically consolidates between 2 and 4 weeks, as the team masters the tool and automations are refined. Positive ROI is often achieved within the first month for operations with a regular volume of interactions.
Last step
Where is your office asks twice
A short conversation to gauge how many documents your office charges for after already receiving them.
- 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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