Client engagement automation
IN A BIT Connect
Run structured client conversations over WhatsApp and email, without creating more follow-up work.
Explore ConnectAutomation for accountancy firms
Turn recurring client requests into repeatable workflows.
Collect records, process mailbox traffic, prepare documents and move approved data between practice, finance and client systems without the recurring manual chase.
- Recurring
- Workflows for monthly, quarterly and annual cycles
- 24/7
- Mailbox and data processing windows
- One queue
- For missing information and exceptions
Operational challenge
The same deadline. The same chase. Every cycle.
The opportunity is rarely one isolated task. It is the repeated handling between people, inboxes and systems that quietly absorbs capacity.
- Teams sending and tracking the same document requests across hundreds of clients.
- Invoices, forms and attachments manually saved from busy shared mailboxes.
- Approved figures and client details rekeyed between practice and finance systems.
- Engagement letters and declarations waiting on reminders and manual filing.
Connected workflow
How automation supports accountancy operations
One controlled flow can coordinate the repetitive steps while leaving decisions and exceptions with the right people.
STEP 1
Request the records
Launch a structured client journey with the right checklist for the job and period.
STEP 2
Capture incoming data
Classify email and attachments, extract key fields and match them to the correct client.
STEP 3
Move approved information
Update connected practice, CRM or finance systems after the required review.
STEP 4
Complete the paperwork
Generate letters or declarations, gather signatures and retain the evidence trail.
Operational outcomes
Designed to improve the working day, not just the process map.
Smoother deadline periods
Reduce the avoidable administrative load that builds around recurring work.
Earlier visibility
See missing records and non-responsive clients before they become deadline risks.
Less rekeying
Reuse verified client and document data across connected systems and templates.
More advisory time
Return capacity to the conversations and analysis clients value most.
Built for regulated work
Control remains visible at every step.
Automation runs inside defined boundaries, records its work and stops when human judgement is required.
Review before posting
Require a person to approve extracted or calculated information before a system update.
Template governance
Control the wording, version and use of each request and document template.
End-to-end audit
Track requests, responses, extracted values, approvals and completed documents.
Recommended products
Start with one bottleneck. Connect the rest when it is useful.
Intelligent email operations
IN A BIT Mail
Process busy shared inboxes, file correspondence and capture attachment data automatically.
Explore MailRobotic process automation
IN A BIT Bot
Move information between the systems your people already use—without repetitive data entry.
Explore BotElectronic signatures
IN A BIT Sign
Send, track and complete legally binding documents with a full audit trail.
Explore SignWorks with
Microsoft 365SageXeroQuickBooksSalesforceHubSpotSharePointPractice management APIs
Common questions
What accountancy teams ask us
A useful first conversation