The AI assistant for accountants:
qualified prospects, documents chased, appointments booked
With Reepli.ai, the AI qualifies every prospect enquiry 24/7, automatically chases missing documents and organises your review appointments — so you win more clients and spend less time on admin.
In short
- An accounting firm loses clients for lack of fast follow-up: the AI qualifies every enquiry and feeds your WhatsApp CRM automatically, with no manual data entry.
- With Reepli.ai, online booking for your review meetings and year-end appointments runs 24/7 with no back-and-forth.
- Reepli does not generate quotes; it automatically follows up unanswered proposals and missing client documents at the right moment.
- The AI answers common questions (fees, services, turnaround times) 24/7. Flat plan from €79/month.
- See how a WhatsApp AI compares with a virtual secretary for small practices.
Enquiries arrive when you're deep in tax returns
A prospect gets in touch about taking over their accounts — you reply three days later and they've already signed with another practice. Clients still haven't sent their paperwork two weeks before the filing deadline. Review appointments take a dozen messages to schedule. The result: mandates lost, manual document chasing and precious time wasted.
Prospects who don't follow through for lack of a fast reply to their first enquiry
Time wasted manually chasing missing documents and supporting records
Review appointments that take endless back-and-forth messages to schedule
The problem isn't your expertise — it's the lack of an assistant that qualifies, chases and organises while you focus on high-value work. That's exactly what Reepli.ai does.
An AI assistant that never drops a prospect or a missing document
24/7 prospect qualification
The AI replies to every enquiry, notes the type of engagement (bookkeeping, payroll, company formation), the business size and the budget, and creates the record in your WhatsApp CRM. You get a prospect that's already qualified.
Online appointment booking
Your clients book a year-end review, a progress meeting or a start-up consultation directly on WhatsApp, with a day-before reminder. No more back-and-forth: see automatic appointment booking.
Automatic document chasing
Reepli doesn't generate your accounts, but it automatically chases clients who haven't submitted their records — at the right moment, without you having to think about it. See our follow-up templates.
Tracking for every client file
Enquiry, engagement, missing documents, review to schedule: client tracking on WhatsApp builds itself from your conversations. You see at a glance where every file stands.
24/7 answers to questions
Fees, services, turnaround times, required documents: the AI answers instantly on WhatsApp, even during tax season. Discover how a WhatsApp AI compares with a virtual secretary.
Reepli tracks your prospects and files while you work
Monday — Tax season
Three prospects contacted the practice over the weekend: the AI qualified them (type of engagement, business size, budget). You open your CRM with three files ready for a proposal.
Wednesday — Missing paperwork
Five clients still haven't sent their records: Reepli chased them automatically last night. Two have already replied this morning — you didn't lift a finger.
Thursday — Unanswered proposal
A proposal sent Monday has no reply: Reepli follows up automatically. The prospect confirms and books a discovery meeting online.
Friday — Week's review
Every file is tracked: no prospect or missing document has slipped through, even those chased several times this week.
FAQ — Reepli for accountants
What tool should an accounting firm use?
An accountant needs a tool that qualifies prospects, automatically chases missing documents and organises review appointments. Reepli.ai does all of this in WhatsApp, with no complicated software.
Can Reepli chase client documents for me?
Yes. The AI automatically follows up with clients who haven't submitted their accounts documents, financial statements or supporting records — at the right moment and in the right tone.
Does Reepli generate quotes or invoices?
No, Reepli.ai does not generate quotes or invoices. It qualifies every prospect enquiry upfront and automatically follows up proposals sent without a reply, which increases your conversion rate.
Can Reepli book review appointments for me?
Yes. Your clients can book a year-end review, a progress meeting or a start-up consultation directly on WhatsApp, at any time. Reepli.ai manages confirmations and reminders automatically.
How much does Reepli cost for an accounting practice?
Reepli.ai is a flat plan from €79/month, with no fee per message or per client. It includes 24/7 prospect qualification, appointment booking, document chasing and automatic lead tracking.
Never lose a prospect,
or a missing document, again
Free 7-day trial · No credit card · Up and running in 10 minutes