WhatsApp Integration
Collect documents directly via WhatsApp. Amy sends automated requests and follow-ups to your clients on the platform they already use daily.
- Automated WhatsApp messaging
- Smart follow-up reminders
- Two-way conversation tracking
- Mobile-first experience
Google Drive Organization
Every document is automatically saved, validated, and organized in your Google Drive-sorted by client and document type.
- Automatic file organization
- Client-specific folders
- Document type categorization
- Instant cloud backup
AI-Powered Automation
Amy uses AI to chase clients, validate documents, and handle the entire collection process while you focus on actual accounting work.
- Intelligent document validation
- Automated chase sequences
- Smart deadline tracking
- Context-aware responses
Time Savings
Reduce document collection time from weeks to days. Eliminate manual follow-ups and spend your time on billable work instead.
- 80% reduction in chase time
- Automated workflow
- Parallel collection campaigns
- Real-time status updates
Secure & Compliant
Bank-level encryption for all documents. GDPR compliant with full audit trails and secure cloud storage.
- End-to-end encryption
- GDPR compliant
- Complete audit trails
- Secure document handling
Campaign Dashboard
Track all document requests in one place. See response rates, pending items, and client engagement at a glance.
- Real-time campaign tracking
- Client response analytics
- Deadline monitoring
- Performance insights