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🧮 Automation for accounting firms

Accountants

Custom-built for your accounting firm — saves you time and money.

The automation is built around your pain point

Every office is different — sometimes the pain point is chasing documents, sometimes it's calendar coordination, sometimes it's phone calls. In the initial diagnosis call we pinpoint exactly where you're losing hours, and build the specific automation for that — not a solution off a catalog.

Here's what it looks like in practice

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Invoice Agent

The problem

An accountant manually reviewed every invoice received and typed the data by hand into Rivhit or Hashavshevet — a repetitive process that ate up work hours every month.

The solution

The client sends the invoice on WhatsApp, Invoice Agent reads it and shows the data on a dashboard for review, and once approved it enters Rivhit or Hashavshevet automatically — matched to how the office already works.

The result

130 work hours saved per month for the office.

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Document Collection Agent

The problem

Accountants, insurance agents, lawyers and clinics waste time manually chasing clients who don’t send documents.

The solution

Automatic WhatsApp reminders until the document arrives, with every status managed in one place in the CRM.

The result

No document falls through the cracks, and the time that went into manual chasing frees up for client work.

What clients say

5.0 · 20 reviews on Google

Want to know what's right for you?

A short diagnosis call on WhatsApp — no commitment.

Free consultation

Accountants

Is it safe with my clients’ data?
Yes, completely. Your clients’ data stays secure throughout the whole process.
How long does implementation take?
We work fast — initial development is usually ready within 7 business days.
What if my clients don’t use WhatsApp?
There are plenty of alternatives — we figure out what fits your business best on the diagnosis call.