Accountant round-robin
The qualified lead goes to the next accountant in the queue, with company size, tax regime, and start date noted. A notice or deadline from the tax authority alerts the responsible accountant right away.
For accounting firms
AI SDR on WhatsApp for accounting firms: from first contact to contract
Anyone who wants to open a company or switch accountants gets a reply in seconds, at any hour. The AI finds out whether a CNPJ already exists, the tax regime, the number of employees, and when they want to start, then hands off to the next accountant in line. Tax regime, taxes, and fees always stay with the accountant.
- Replies in seconds, 24/7
- Accountant round-robin
- Passwords and certificates stay out of the chat
Where the customer slips away today
The proposal only goes out after the meeting, and the lead goes cold in the queue
Anyone who wants to open a company requests quotes from several firms on the same day.
The first meeting starts from scratch because nobody gathered the company size and tax regime beforehand.
A fee proposal that's sent goes unanswered, and nobody follows up on the reply.
The customer's journey
A straight line from first contact to signed contract
Today, the quote request waits until the accountant has time between closings. Here, the AI gathers the essentials right away and logs every step on the pipeline card.
- AdForm or click to WhatsApp
- AI repliesIn seconds, at any hour
- QualificationCNPJ, tax regime, and employees
- Round-robinThe next accountant in the queue
- Accountant2 hr to reply
- DiagnosticMeeting on the connected calendar
- FeesTax regime and value on the card
- Contract signedSyncs back to your system
Done in the dashboardSyncs back to your system
Built for accounting firms
The first meeting starts with the diagnostic already done
The pipeline the firm uses
New contact, qualified, in progress, diagnostic meeting, fee proposal, and contract signed. The proposal requires the tax regime and monthly fee; the contract, the start period.
Professional safeguards already on
The AI doesn't choose a tax regime, calculate taxes, or quote fees outside the fee schedule. gov.br passwords, digital certificates, and powers of attorney never go through the chat.
From Spend to Contract
Upload your ad spend spreadsheet and see, by campaign, ad set, and ad, what each contact, each meeting, and each contract cost, plus the return on fees.
Teach your ads to bring in people who sign
With conversions on, every qualified lead, meeting, and contract is sent back to Meta, with its value. Campaigns start looking for companies similar to those that signed, not just those that clicked. Phone numbers and emails are sent encrypted.
Examples use fictional companies, people and numbers.
Ready on day one
During onboarding, the specialist sets up your account for the “Accounting” industry, and it starts out ready to go
This is what your account gets on first login, taken from the same template that builds the dashboard. You can change everything later, from stage names to questions.
The pipeline
- New contact
- Qualified
- In progress
- Diagnostic meeting
- Fee proposal
- Contract signed
The qualification questions
- What they need“Do you want to open a company, or do you already have a CNPJ?”
- Company size and tax regime“Is the company an MEI, Simples Nacional, or another tax regime? If you're not sure, that's fine.”
- Workload“Do you have employees on the payroll?”
- Who decides“Are you an owner of the company?”
- Term“Starting which month would you like us to take over?”
- Spend“Do you have an idea of how much you want to spend per month on accounting?”
By the numbers
- Pipeline stages
- 6
- Deal fields
- 7
- Qualification items
- 6
- Re-engagement messages
- 3
Industry considerations: The AI doesn't give tax advice or choose a tax regime, and passwords or digital certificates never go through the chat.
Book a demoHow it starts
In one afternoon, without replacing your firm's system
Connect the firm's WhatsApp
The official account, with approved templates. The lead gets the first reply within seconds.
Choose the Accounting template
In Pipeline → New board, the board comes with the stages, the proposal fields, and round-robin already on. Then just set up the accountant queue.
Build the firm's knowledge base
Services, company sizes and tax regimes served, fee schedule, and documents needed to get started. The AI answers only what's in the knowledge base.
Does the AI say which tax regime pays off?
No. Tax classification, tax calculation, and planning belong to the responsible accountant. The AI collects the company size, current tax regime, and employees, and hands the case over.
What about passwords and digital certificates?
They never go through the AI conversation. The accountant collects them over a secure channel, after taking over.
Does the AI quote legal fees?
Only what's in the knowledge base's fee table, and the AI doesn't agree to discounts. The formal proposal and the contract come from the accountant.
Watch your next lead get a reply in seconds
We'll show you with your own ads and pipeline.