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
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 prepares answers to repetitive questions from your knowledge base. You decide what goes through you first and what may go automatic.
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 software
How it works
From first call to live, with your approval.
We don’t build prototypes that gather dust. Your team runs in production with your integrations, your tone of voice and your approval rules.
01
Intro call
We discuss your process and where most time is lost. No obligations.
02
Build & integration
We build your AI team and connect it to the tools you already use.
03
Live, with approval
The team runs 24/7. Important actions go through you first. Once an action proves itself again and again, it can switch to automatic. You decide when.
Trust
Important actions go through you first.
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, it can go automatic. You decide when. 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.
- Overview in Telegram: The team reports in Telegram what it does.
- You set the pace: Start small with one process. Once it proves itself, it can go automatic and the team no longer asks for approval on it.
Always-ask · by default
AutomateviaOSCustomer contact agent
AGT-01
Sales agent
AGT-02
Invoicing agent
AGT-03
Planning agent
AGT-04
The team reports in Telegram what it does● External actions wait for your 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
From 2,500 euros per month, excl. VAT
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
Pricing on request
/ 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
Pricing on request
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.
Fixed monthly price, no hourly rates, and you can cancel monthly.
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 and you talk to it via Telegram. 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.
What if an agent sends something wrong?
Every agent is set up to put important messages in front of you first and to send them only after your approval on Telegram.
What if I want to step in afterwards?
Then you can have an agent stopped. It does nothing further until you say it can start again. What it did up to that point is in its log and can be read back. What has already been sent or carried out stays as it is: stopping an agent does not undo anything.
What if we stop working with you?
Agent teams is cancellable monthly. No long contracts, no surprises.
I’m not technical. Can I still use this?
Yes. Automatevia builds, configures and manages the team for you. You talk to your team via Telegram, just like with colleagues. You don't have to learn a dashboard.
Do I have to use Telegram?
You run the team through Telegram, a free app for your phone and your computer. You can also send messages through the dashboard. You won't get a notification on your phone then, so open the dashboard to see the reply.
What sets this apart from a chatbot or automation agency?
A chatbot is one tool. Automatevia delivers a coordinated AI team running on our own platform (AutomateviaOS), run from Telegram. Important actions go through you first.
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.↳ Important actions go through you first.