The work it does
Client document requests and follow-up
Notices what is missing, asks the client for it, watches for the reply and files what arrives.
What it receives, what it does, what it completes.
What the colleague receives
- The document checklist a workflow needs to complete
- The client's inbox thread history and preferred contact
- What is already filed in Drive or SharePoint
What it does
- Works out which statements, invoices or confirmations are actually missing
- Drafts the request in your firm's tone and sends it once approved
- Watches for the reply, reads the attachment and files it where your firm expects it
- Follows up on a schedule instead of letting the request go quiet
What it completes
- An accurate per-client checklist of what is outstanding
- Drafted requests and follow-ups, ready to send
- Received documents read, named and filed
What it escalates
- Password-protected or unreadable attachments — nothing is opened without a person
- Replies that raise a question rather than answer one
- Clients who have gone quiet past your firm's follow-up threshold
What the accountant reviews
The outstanding checklist per client and the drafted requests. Client emails are sent only after a reviewer approves them.
Other work it takes on
Bank transaction matching and reconciliations
Reads the statement, matches receipts and payments to the ledger, and allocates against open invoices.
VAT preparation and working papers
Prepares VAT workings, reconciles control accounts and surfaces only the items that need professional judgement.
GL mapping and allocation verification
Maps transactions to the right general ledger accounts using your firm's own conventions, then posts on approval.