Document chasing per client
Month-end nears → agent sends client-specific checklist and reminders across the right channels.
For accounting firms
Client queries answered without drowning juniors in admin.
AI team that chases client documents, answers standard questions and tracks deadlines, so senior advisors get back to advising instead of administering.
↳ your accounting & practice management software↳ Outlook↳ Microsoft Teams
What the team does
One team. One invoice. One point of contact.
Instead of a stack of disconnected tools and vendors you get one team of AI agents running your workflows, managed by Automatevia. You don’t need to do anything technical.
AI team that chases client documents, answers standard questions and tracks deadlines, so senior advisors get back to advising instead of administering.
Pain → solution
The situation we hear every week.
01
Clients hand in documents too late.
↳Agent sends personal reminders with a checklist per client file, automatically.
02
Junior advisors drown in routine questions.
↳Agent answers most repetitive questions from your knowledge base and escalates only complex work.
03
Filing deadlines become last-minute crises.
↳Deadline Agent tracks corporate/income/VAT filings per client with reminders that land.
04
New regulation gets missed or rolled out late.
↳Compliance Agent monitors law changes and drafts client communication for approval.
What your team does for you
Specific use cases for this industry.
AI team that chases client documents, answers standard questions and tracks deadlines, so senior advisors get back to advising instead of administering.
Standard question answering
Client asks a routine question → agent replies from file + knowledge base, with approval.
Deadline cockpit
All filing deadlines per client in one view. Agent flags risk cases ahead of time.
Client onboarding
New client → agent runs KYC checks, collects documents and sets up the file in your system.
Works with
Plugs into the systems you already use. No migration, no new tools.
your accounting & practice management softwareOutlookMicrosoft Teams
Live in 14 days
From first call to live in two weeks.
We don’t build prototypes that gather dust. Within 14 days your team runs in production, with your integrations, your tone of voice and your approval rules.
01
Week 1: discovery & training
Intake call, lock in 3 measurable KPIs, train agents on your existing communication and industry context.
02
Week 2: integrations & go-live
Wire up your existing systems, first agent actions in shadow mode, then live with approval per action.
03
From week 3: optimization
Weekly KPI call, agents learn from your feedback, expand scope as the foundation runs stable.
Trust
Zero actions without your approval.
Every agent runs on always-ask by default: important actions only go through after you approve them on Telegram. Once an action proves itself again and again, you switch it to automatic yourself. You stay in control, the team handles the execution.
- Always-ask, by default: External actions, like an email, a quote or a payment, wait for your approval.
- One chat, full overview: Everything the team does is visible in the same Telegram conversation.
- You set the pace: Start small with one process. Once it proves itself, switch it to automatic, no more approval needed.
Always-ask · on by default
AutomateviaOSCustomer contact agent
AGT-01
Sales agent
AGT-02
Invoicing agent
AGT-03
Planning agent
AGT-04
Every action visible in Telegram● 0 actions without approval
Other industries
Also configured for these sectors
Packages
Three packages, from your first process to a full tech team.
In a no-obligation call we work out which package fits your situation.
Agent teams
€2,500
/ month
One or a few AI agents that take over a specific process: lead follow-up, customer contact or invoicing.
- AI agents working 24/7, you approve via Telegram
- Connects to the tools you already use
- Cancel monthly
CTO as a serviceMost chosen
€4,800
/ month
Your entire technical layer: AI team, infrastructure and management, run by one fixed point of contact.
- Full AI team on AutomateviaOS, from intake to reporting
- IT management, cloud and cybersecurity included
- One fixed point of contact instead of separate vendors
Large projects
From €12,000
one-off
For large, one-off build projects that go beyond an ongoing AI team.
- Fixed project with a clear scope
- One team from intake to delivery
- Quoted per project
Trust
No long contracts. Cancel monthly.
You’re never locked in. Fixed monthly price, no hourly rates, and you can cancel any time.
01
Intro call
We discuss your process and where most time gets lost. No commitment.
02
Build & connect
We build your AI team and connect it to the tools you already use.
03
Live, with approval
The team runs 24/7 in one Telegram chat. Important actions only go through after your approval.
Frequently asked questions
The questions every business owner asks, answered honestly.
Missing a question? Email us at info@automatevia.com.
A no-obligation 30-minute call
Stop letting work pile up.
Start with a team that keeps your processes running.
We discuss which internal processes cost you time today, and which AI agent team makes the fastest difference there.
↳ No sales pitch. A real conversation.↳ Cancel monthly.↳ Always with your approval.