1 month
from kickoff to the system running in production
Accounting · Accounting firms and administrations
Accounting Agent
AI accounting agent
Receives receipts, reads them, checks them against ARCA and leaves the period ready for the tax return.
For accounting firms and finance teams that still key in receipts by hand. Clients keep sending the photo on WhatsApp; everything after that is automated and traceable.
ContaPilot, our product for accounting firms.
For: Accounting firms · Finance teamsChannel: WhatsApp, email and Google Drive
What it receives, what it does and what it connects to
What it receives
- Invoices as photos or PDFs
- Bank statements
- Client documents by period
What it does
- Extracts supplier, amount and date with OCR
- Checks against ARCA that each receipt belongs to the client
- Processes bank statements and flags missing receipts
- Sends reminders on the 5th, 10th and 15th, shifted for holidays
- Files by client and period and prepares the data for the tax return
Systems it integrates with
- WhatsApp Business
- Google Drive
- ARCA
- Document AI (OCR)
- Dialogflow CX
- Cloud Run
Where a person steps in
Tax judgement, signature and professional liability stay with the accountant. The agent prepares, cross-checks and alerts; questions unrelated to sending receipts are routed to the firm.
How it works
- Problem
Receipts scattered across chats, email and paper
- Context
Client, period and firm rules
- Agent
Reads, extracts and classifies each document
- Systems
ARCA · statements · Google Drive
- Action
Validates, files and requests what's missing
- Result
Period ready to file, no typing
Related real case
Frequently asked questions
Do my clients have to change how they send receipts?
No. They keep sending photos or PDFs via WhatsApp or email. The agent picks the document up from there.
Does the agent file the tax return?
No. It leaves the data validated and organised. Review, signature and filing remain with the accountant.
How does it detect missing receipts?
It compares what the client sent and stored in Google Drive against what is registered in ARCA. Mismatches are flagged and trigger a reminder.
Does it fit your operation?
We review the process, volume and systems, and tell you whether this agent fits and what it would cost to run.