Accounting firms
Less “did you get my documents?”, more time for the real work
Every month, the same routine: ask for invoices, chase documents, answer “what’s my balance?”. MoreSend runs the back-and-forth, files what clients send and reminds them before every deadline.
What weighs on you today
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Documents on every channel
Receipts on WhatsApp, reports by email, photos on Messenger. All of it has to reach the right folder.
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Chasing before every deadline
VAT, annual reports, capital declarations. Every client needs their own reminder.
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Small requests that keep coming
An invoice copy, the fee balance, “what’s the status of my report?”.
Flows
What MoreSend does for you
A flow that relies on a connection or a capability marked “Soon” works as soon as it ships. Until then, you can connect any system with an API through Tools.
- 01
Monthly document collection
At the start of each month the client is asked for their invoices. The files they send are saved to their folder, and a “received” task opens.
- 02
An invoice copy in seconds
The robot finds the document by client and date, and sends a link.
- 03
Fee balance and payment
The client asks what they owe and gets the amount and a payment link in the same message.
- 04
A personal reminder before every deadline
Before each deadline, a Studio flow checks what each client is missing and sends them a tailored reminder.
With monday.com · Soon - 05
A polite reminder about open fees
A client with an open balance gets a polite reminder, only on permitted days and at permitted hours. “I’ll pay at the end of the month” is recorded as a promise, and if it isn’t paid, a task opens for the office.
- 06
A receipt in the chat, right after payment
When the client pays, the receipt is issued by the office’s invoicing system and sent in the same chat. A new invoice goes out once someone in the office approves it.
Channels
Customers write and call wherever suits them. It all lands in the same inbox.
Systems
The connections businesses in this field work with.
- Morning (Green Invoice) Soon
- iCount Soon
- Rivhit Soon
- SUMIT Soon
- Priority Soon
- Google Drive Soon
- monday.com Soon
- Fireberry Soon
- Cardcom Soon
- Grow (Meshulam) Soon
More industries
Want to see it on your business?
In a short demo we’ll build your first flows with you, on your channels and systems.