Document intake on WhatsApp and email
Each client has a channel. Photos, PDFs and forwarded emails are recognised, matched to the client and period, and filed. Nothing is lost in a chat thread.
Use case · Accounting, bookkeeping, VAT and corporate tax firms
Give every accountant 20 hours back a week.
Pace collects client documents over WhatsApp and email, posts the entries to Zoho Books, Xero or QuickBooks for approval, and chases clients for what is missing. Practices report 85% of invoices processed with no human touch at 99% accuracy (vendor-reported market benchmarks).
Zoho Books · Xero · QuickBooksWhatsApp document intakeVAT · corporate tax · e-invoicing
08:30
Al Noor Trading · 34 documents received on WhatsApp31 posted as drafts to Zoho Books, 3 flagged: new supplier, missing tax number, possible duplicate.
3 to review09:10
Bright Dental · bank statement missing for SeptReminder 2 sent to the owner on WhatsApp. Reply: “sending today”.
Chasing09:45
VAT return · 6 clients due 28 Oct4 ready for review, 2 waiting on documents (owners reminded).
Deadline tracker10:20
Client question · “Can I claim this laptop?”Answered from the firm's guidance, logged to the client file.
Support agentIllustrative product interface
#1challenge firms report: late and unprepared clientsWolters Kluwer, ~2,000 firms
9.3hper week spent on client communication by accounting staffCPA Practice Advisor 2024
62%of accountants' time goes to compliance tasksTaxDome industry roundup
83%of finance leaders report talent-shortage problems2024 survey via TaxDome
Today
Qualified accountants spend their day typing and chasing.
Documents arrive as photos on WhatsApp. Someone downloads, renames, files and keys each one into the books.
Every deadline starts with a chase. Bank statements, missing invoices, a signed declaration. The same reminders, every month, by hand.
Client questions interrupt the close. “Is this deductible?” “When is my VAT due?” Each one is a call to a senior.
Growth means hiring. Twenty more clients means one more bookkeeper, and good ones are hard to find.
With Pace
The firm's routine work runs on its own. Your team reviews and advises.
Clients send documents the way they already do. WhatsApp, email, a shared folder. The agent files, reads and posts the entries as drafts.
Missing documents are chased automatically. Polite, scheduled reminders in the client's language, escalating to a person when needed.
Routine questions answered from your guidance. The support agent answers from the firm's own rules, logs it, and escalates anything that needs judgement.
Deadlines visible across every client. VAT, corporate tax, licence renewals. Who is ready, who is waiting on what.
What we automate
The monthly loop: collect, post, chase, close, file.
Entries posted to Zoho Books, Xero or QuickBooks
Supplier, invoice number, date, line items, VAT and TRN extracted. Accounts and tax codes assigned from the client's chart and history. Drafts ready for one-click approval; exceptions flagged with the reason.
- Duplicate detection before posting
- VAT treatment checked against the rules you set
- Bank feed matching suggestions
- Accuracy reported per client per month
Client chasing for missing items
The agent knows what each client owes you for the period and asks for it: a first reminder, a follow-up, then an escalation to the partner. Owners reply in the same chat and the document is filed.
Client support agent
Answers routine client questions (deadlines, what is deductible, how to send a document) from the firm's own guidance, in English or Arabic, and logs the conversation to the client file. Anything that needs an accountant's judgement is handed over with context.
Deadline tracking across clients
VAT returns, corporate-tax filings, audits, licence renewals. One view of every client's status and what is still missing, with reminders to clients and staff before dates slip.
AI sales agent for the firm
Inbound enquiries from your website and referrals qualified on entity type, turnover and services needed, with a consultation booked into a partner's calendar.
Market benchmarks
What the market reports for this kind of automation.
Market benchmarks for accounting automation and practice tooling. These are vendor-reported figures from published market benchmarks, shown so you know what a good pilot should aim for.
| Reported result | What was measured |
|---|---|
| 85% | of invoices processed with no human touch by month six, at 99% accuracy |
| 19.9h | saved per employee per week on a practice platform with AI, of which 3.5 hours is chasing clients |
| 99% | extraction accuracy on receipts and invoices; one firm saved about 135 hours in a month |
| 97% | accuracy on AI-posted ledger entries, about $180 saved per client per month |
| 20+h | saved per month on bookkeeping with AI matching at 95%+ accuracy |
| 4–5h | per week tax professionals expect automation to free up |
Pilot target we set with you: 80% of client documents posted as drafts without a person touching them, every missing item chased within 24 hours of the period end, and the time to close a client's month measured before and after.
Worked example
A firm with 60 SME clients and four bookkeepers.
Without Pace
- Documents per month
- ~2,400
- Time per document, keyed by hand
- ~10 min
- Hours on data entry
- ~400 h
- Hours chasing clients
- ~55 h
- Bookkeeper hours per month
- ~455 h
With the back-office agents
- Documents per month
- ~2,400
- Posted as drafts without a person
- ~80%
- Hours on review and exceptions
- ~110 h
- Hours chasing clients
- ~8 h
- Bookkeeper hours per month
- ~118 h
Illustrative figures for the demo, using the published benchmarks above. The freed capacity is roughly two bookkeepers, which most firms use to take on clients rather than cut staff.
Works with
The software your firm and your clients already use.
Zoho BooksXeroQuickBooksSageOdooWhatsApp BusinessGmail · OutlookGoogle DriveOneDrive · SharePointTax authority portalsZoho CRMHubSpot
Questions firms ask
Before you book.
01Who is responsible if an entry is wrong?+
Your accountant, as today. The agent drafts and flags; nothing posts without approval. Accuracy per client is reported monthly so you can widen or narrow what runs on its own.
02Is client financial data stored by Pace?+
Documents and entries live in your accounting software and your own storage. Pace processes them and keeps no standing copy. Access is scoped per client and logged.
03Do clients need to change how they send documents?+
No. They keep sending to WhatsApp or email. The only change they notice is faster answers and fewer reminders from your staff.
04Does it handle VAT and corporate tax rules?+
It applies the treatments and deadlines your firm sets, checks tax registration numbers and VAT splits, and tracks filing deadlines. Judgement calls stay with your accountants.
Book a demo
Bring one client's month. We will process it in front of you.
30 minutes at your office or on a call. Bring the messy client, not the tidy one.