Automates and streamlines email processing for accounting firms to enhance efficiency and compliance.
Financial ServicesAutomates and streamlines email processing for accounting firms to enhance efficiency and compliance.
Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand.
Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically.
subject contains: invoicing, account reconciliation, tax filing, audit, expense report OR from: clients@accountingfirm.com, @tax.gov, finance@, billing@
1. If subject contains 'invoicing' or 'account reconciliation', searchDocuments for related client files and past communication. Forward to invoicing@accountingfirm.com with client and invoice details. Add 'invoice-processing' label. 2. If subject contains 'tax filing' or comes from @tax.gov, forward to taxdepartment@accountingfirm.com with high priority. Mark as urgent if deadlines are within a week. Add 'tax' label. 3. For 'audit' requests, searchDocuments for audit logs and compliance documentation. Forward to audit@accountingfirm.com with necessary attachments. Add 'audit-compliance' label. 4. For 'expense report' submissions, forward to finance@accountingfirm.com and reply to sender with confirmation of receipt. Add 'expense-approval' label and mark as read.