Service by department
Tax, payroll, accounting and corporate on the same WhatsApp, with each conversation going straight to the person in charge.
- Menu by department
- History per client company
- Quick replies for common questions
Aembi Connect · Accounting
An accounting firm that's organized and close to its clients
WhatsApp with the whole team on the same number, secure document exchange, a landline with IVR and an appointment calendar. Less time chasing paperwork and more time advising clients.
The accounting firm's routine, simplified
Document exchange
Clients send invoices, statements and documents to their own folder and get tax slips and reports in the same place.
- A dedicated folder per client
- Links with a password and expiry date
- Nothing lost in personal WhatsApp
Due-date notices
Tax slips, taxes, payroll and deadlines reminded automatically by WhatsApp or SMS.
- Reminders before the due date
- Campaigns during income tax season
- Delivery confirmation
Contracts and signatures
Service agreements, corporate amendments and statements signed on the phone.
- Electronic signatures with evidence
- Templates for the most-used contracts
- Reminders for anyone who hasn't signed
Connect Accounting features
IVR on the landline
Clients choose the department before being served.
Meeting calendar
In-person or video appointments with automatic confirmation.
Mobile extension
The team answers from home or the office with the same number.
Service reports
Request volume per client and per department.
API integration
Connect client service to the firm's accounting system.
Data in Brazil
Tax and personal documents protected by the LGPD.
Problems we solve in accounting
Clients send documents to a team member's personal WhatsApp
Everything organized by client
Conversations and files stay on the firm's channels, with history per company.
Income tax season jams the phone lines
Chatbot and campaigns
The chatbot explains documents and deadlines, and campaigns notify each client at the right time.
The tax slip never arrives and the client pays a fine
Automatic notices
Reminders before the due date, with the slip attached and delivery confirmation.
Aembi solutions for accounting
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WhatsApp Chatbot
Your whole team on the same WhatsApp, with departments and tickets.
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Nextcloud as a Service
A dedicated folder for each client to exchange documents securely.
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Document Signer
Contracts and statements signed on the phone.
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SMS
Due-date reminders for tax slips and taxes.
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All-in-One
Phone, WhatsApp, CRM and cloud behind one login.
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Who it's for
Accounting firms
Client service organized by department and by client.
Finance BPO
Document exchange and approvals with clients.
Tax departments
Communication with branches and suppliers.
Independent accountants
Professional service from the first client.
How to get started
From the first conversation to a working service, with no surprises along the way.
Conversation
A consultant works out how many lines, extensions or servers you need.
Proposal
You receive fixed prices and the activation timeline in writing.
Activation
Our team sets everything up and ports your numbers, if you have any.
Ongoing support
You manage everything in the portal and call our toll-free support line whenever you need.
Frequently asked questions
Do clients need to install anything?
No. They use WhatsApp and reach their document folder in the browser or the Nextcloud app.
Can I split service by department?
Yes. Each department has its own queue and agents on the same number.
Does it integrate with my accounting system?
Yes, via API and webhooks, depending on the system. The documentation is at docs.aembi.com.
How much does it cost?
It depends on the number of agents, clients and cloud storage. We build the proposal with you.
Goes well with
Shall we put your proposal together?
Tell us what you need and get fixed prices in writing.