AI-powered WhatsApp assistant that automatically chases, collects, and organizes client documents while you focus on what matters.
Chasing documents is the biggest drain on your firm's productivity
The same WhatsApp messages. The same emails. Over and over just to get a single bank statement.
VAT returns pushed back. Tax filing deadlines missed. All because a client "forgot" to respond.
Documents buried in inbox threads. Files scattered across WhatsApp, email, and shared drives.
From client upload to organized Drive folders in six automated steps
Upload a CSV file with your client list or add them manually. Takes less than 5 minutes to set up your entire client base.
Personalized WhatsApp messages go out automatically to each client. No manual work required from you.
Your clients simply reply with a photo or PDF of their bank statement. Easy for them, effortless for you.
Hi John! Could you send over your January 2024 bank statement?
Every document is automatically uploaded to your Google Drive in an organized folder structure. Never lose a file again.
Bank statements are automatically converted using BankToFile API, ready for immediate import into your accounting software.
Get instant notifications when documents arrive. Track everything in your real-time dashboard.
Every feature designed to eliminate the grunt work and give you time back
Natural conversations that actually work
Anthropic's Claude handles complex requests, understands context, and responds like a real assistant—not a bot.
No app downloads required
Your clients already use WhatsApp daily. Gettingdocs meets them where they are via Twilio's enterprise infrastructure.
Set it and forget it
Custom reminder schedules with escalation paths. Amy knows when to nudge gently and when to escalate to you.
Zero manual uploads
Every received document lands directly in your Google Drive, organized by client and date automatically.
Ready for your workflow
Bank statements automatically converted to CSV via BankToFile. Import straight into Xero, QuickBooks, or Sage.
Full visibility, always
Track every request, response, and reminder. Know exactly which clients need a nudge at a glance.
Real firms seeing measurable impact within the first month