Who owes documents
Will checks the client list in ClickUp against what came in by email and WhatsApp and shows who owes statements, invoices or payroll data.
Will
Right now, you’re the one chasing every client for documents.
Will works in your firm’s Gmail, WhatsApp and ClickUp and in your clients’ Conta Azul. It sees who owes bank statements, invoices and payroll, fetches whatever it can on its own and chases the rest with the due date of each tax payment slip.
DDenisetax
Hey Will, collect September’s documents from every client.
Willdone
ClickUpSaw that 20 clients are missing documents
Conta AzulDownloaded invoices for the 7 on Conta Azul
Open FinancePulled statements for the 5 with a connected bank
WhatsAppAsked the other 8 for what’s missing, with the deadline
Done.12 clients complete and 8 told what’s missing. On Thursday, I’ll chase anyone who hasn’t sent it.
Example · Contabilidade Paiva Moura (fictional), an 18-person accounting firm with 150 client companies.
Today, without Will
Every back-and-forth becomes Will’s work.
This is the back-and-forth of an ordinary day. Will takes all of it on and tells you when it’s done.
Your day so far5back-and-forths
- Opened the spreadsheet of who’s sent this month’s statement
- Sent the same bakery its third reminder
- Hunted for a lost invoice in a pile of 40 emails
- Explained to a client, again, when the tax slip is due
- Found out a client’s payroll was missing, on the day it was due
Leave the document chasing to me. You close the month.
What Will takes off your plate
Documents pulled from the source
Invoices from the client’s Conta Azul or Omie, statements through Open Finance (regulated by Brazil’s Central Bank): whatever can be fetched, Will fetches without bothering anyone.
Reminders that go out on time
Each client gets what’s missing and the tax slip’s due date, by email or WhatsApp, and Will follows up with anyone who doesn’t reply.
A month-end close without surprises
Month-end tasks in ClickUp show up by client, with the deadline and what’s holding them up, before anything turns into a penalty.
Tax slips sent with the due date
Finished tax slips go to each client with the due date, and Will sends a reminder the day before.
Quick guide
AI for accounting firms: 5 practical uses
At an accounting firm, AI helps you identify documents, explain tax slips to clients and organize the month-end close. Here are five things Will does in email, WhatsApp and clients’ systems, such as Conta Azul and Omie. Tax calculations and filings stay with the accountant.
- Attachments identified on arrivalWill identifies every attachment that arrives by email or WhatsApp, such as a bank statement, an incoming invoice, a contract or proof of DAS payment (Brazil’s small-business tax), and files it in the right client folder. Nobody opens files one by one.
- This month’s tax slip, without the jargonWith the amount and due date in hand, Will sends the client a short explanation: what the tax slip is, why the amount changed and what happens if it’s paid late.
- What each client sends for the closeWill builds the list of what each client needs to send that month, based on their tax regime and line of business, and follows up on WhatsApp for whatever is missing. The close stops waiting on documents.
- Transactions already categorizedWill reads the client’s bank statement through Open Finance, assigns each transaction to the right account and sets aside only the uncertain ones for the analyst.
- The usual questions, already answeredWill answers the questions clients ask most, like the deadline for sending invoices and when the tax slip will be ready, with the firm’s rule. When the rule changes, the answer changes with it.
If your firm is deciding between hiring someone to chase documents and putting Will in that role, see why the answer is often both.
Work with Will
Will inside the system you use
Will works on the screen you already use, does the work and records every step.
Support inboxInboxWaitingResolved
| From | Subject | Received | |
|---|---|---|---|
| Ana Paula R. | Where’s my order #1842? | 09:02 | |
| Marcos T. | Size exchange | 08:47 | |
| Casa Aurora | Invoice | yesterday | |
| Loja Bem-te-vi | Delivery date | yesterday | |
| Empório Sul | Copy of the boleto (bank slip) | yesterday | |
| Clara M. | Gift for the 12th | yesterday | |
| Ateliê Norte | Wholesale order | Mon |
7 of 31 open conversations‹ 1 2 3 … ›
Where’s my order #1842?
FromAna Paula R.
Order#1842 · Waiting on supplier
Last purchaseAugust
ReplypendingsentYouWill
History
09:02Ana Paula asked about the order
09:05Bia asked Will for the reply
09:06Will found the Têxtil Norte email
You work in the system, and Will stays beside you with the context.Will does it in the system and records every step. Browser inside Will
The features behind it
The parts of Will that do this work. Each one has its own page.
A day with Will
Example: Contabilidade Paiva Moura (fictional), an 18-person accounting firm with 150 client companies.
Today
D
Denisetax
Who still owes this month’s invoices?
Will
Eight clients, based on what’s come in so far. Five are already overdue on the month-end card.
D
Denisetax
Can you chase those five?
Will
Chased all five on WhatsApp, each with what’s missing and the tax slip’s due date. Two have already sent theirs, and I attached them to the card.
Example · fictional company and data
In the systems you already use
Gmail- WhatsApp
- Conta Azul
- Open Finance
- ClickUp
Omie
Use another system? If it has a login, Will uses it too. See all systems.
The teams that use it most
Tasks Will takes off your plate
Frequently asked questions
Does it work with our accounting software?
Yes. Will works with your clients’ ERPs, such as Conta Azul, Omie, Bling and Tiny, with banks through Open Finance, and with the firm’s email, WhatsApp and ClickUp. And if your accounting software has a login, Will uses it too.
Does Will send the reminders to clients?
Yes. Each client gets what’s missing and the deadline, on the channel they usually answer, and Will follows up with anyone who hasn’t sent it. Whatever comes in goes straight to the client’s card.
Does it calculate taxes or file returns?
No. Will handles the running around: documents, reminders, tax slips and deadlines. Tax calculations and filings stay with your team and your accounting software.
What about our clients’ data?
Each person sees only what they should. You decide what Will does on its own and what it brings to you. Payments and anything you mark as sensitive always go through you, and everything gets a receipt. The details are in Security and LGPD.
Start with what you chase by hand.
Plans tailored to your company. Tell us what takes up most of your team’s day, and Will starts there.