The AI assistant
for CPA firms
HeshbonAI fits into the way your firm already works. It automates the repetitive follow-up, collects documents through WhatsApp, and gives your team visibility in one place.
Client Overview
March 2026
James Carter
3/3 documents received
Sarah Palmer
2/4 documents - follow-up sent
Marco Rossi
0/5 documents - no response
Lisa Wang
1/3 documents - deadline tomorrow
Updated 5 min ago
The Problem
What's slowing your firm down every month
Most of the work that keeps your team late isn't accounting - it's the admin around it. Chasing clients, re-entering data, answering the same questions, and scrambling before deadlines.
Hours wasted chasing clients
Your staff sends reminders, checks who replied, follows up again. Skilled accountants spend their time on admin instead of billable work.
Manual data entry from documents
Invoices, receipts, bank statements - your team types data from PDFs and photos into spreadsheets and accounting software, one document at a time.
Same questions, over and over
"Did you get my invoice?" "When is the filing deadline?" "What documents do I need?" Your team answers the same things every week.
Reports get pushed to the end
Building summaries and status reports is important but never urgent - until a deadline hits. Then it's a scramble to figure out where things stand.
Work scattered across WhatsApp, email, Excel, and memory
There's no single place to see who sent what and what's still missing. Important things live in chat threads, email inboxes, spreadsheets, and someone's head. When that person is out - nobody knows the status.
How It Works
You don't need to change how your firm works
HeshbonAI fits into your existing workflow. Your clients keep using WhatsApp. Your team gets a dashboard. The follow-up happens automatically.
Define what's needed
Set the required documents for each client or group.
Auto follow-up
The assistant messages clients on WhatsApp and requests missing documents.
Client sends docs
Client replies on WhatsApp with a photo or file. No portal, no app.
Confirmed & tracked
System confirms receipt, updates status, and notifies your team.
Daily summary
Your team gets a clear dashboard and daily status report.
You do not need to change how your firm and clients already work. HeshbonAI fits into your current workflow, automates the repetitive follow-up, and gives you visibility in one place.
Integrations
Works with the tools your firm already uses
HeshbonAI fits into your current workflow. No migration, no new portals, no disruption. Your accountants can also message the assistant directly on WhatsApp to check status, request updates, or manage tasks on the go.
Clients respond on the app they already use. Your accountants can also message the assistant to check on client status or trigger follow-ups.
Email Inbox
Monitor incoming emails for documents and auto-match them to client requests.
Google Workspace
Sync with Google Drive, Sheets, and Docs. Organize files, generate analytics, and track clients faster with your existing Google tools.
Excel / CSV Export
Export client data, document status, and reports to Excel or CSV anytime for your own analysis.
Accounting Software
Connect to QuickBooks, Xero, Sage, FreshBooks, Zoho Books, Wave, and more.
API Access
Full API for custom integrations with your existing systems.
Connects with
More integrations coming soon. Have a specific request? Let us know.
Client Experience
A better client experience, without more work for your staff
Palmer & Associates
online
John
Hi James, we need 3 documents for your annual filing:
1. Bank statement (Dec)
2. Vehicle expense receipts
3. Signed W-9 form
Here's the bank statement
John
Got it - bank statement received. Still need:
- Vehicle expense receipts
- Signed W-9 form
AI-Detected Status
Next follow-up scheduled:
March 10, 10:00 AM
Dashboard Updated
Waiting for updates...
Product
One place to see what's in, what's missing, and what needs attention
Stop relying on chats, spreadsheets, and memory. HeshbonAI gives your firm a clear operational view of client collection.
Client Queue
Who is missing what, who needs a reminder, who is blocked. All clients in one prioritized view.
Document Inbox
Received files, categorized uploads, recent activity. AI reads and classifies documents automatically.
Action Center
Urgent deadlines, low-response clients, cases needing human review. Know what needs attention now.
WhatsApp-Native
Clients respond on the app they already use. No portals, no downloads, no new accounts.
Deadline Intelligence
Automatic urgency escalation as deadlines approach. Never miss a filing date because of a missing document.
Security & Control
End-to-end encryption, audit trail, firm-branded communication. Your team reviews messages before they go out.
Outcomes
What changes when follow-up becomes automatic
Less chasing, fewer missed deadlines, more time for the work your clients actually pay for.
Less time chasing clients
Automated reminders replace manual follow-up calls and messages
Client response rate
WhatsApp vs 23% for email - clients reply where they're comfortable
On-time document collection
Documents arrive before the deadline, not the night before filing
Saved per week
Time your team gets back for real accounting work
Getting Started
Onboarding that sets you up for success
We configure HeshbonAI with you - not just for you. Every firm gets a guided setup.
Schedule an intro call
We learn about your firm, client count, and current workflow. 15 minutes.
Connect WhatsApp
We help you set up or connect your WhatsApp Business account. We handle the technical side.
Import your clients
Upload your client list via CSV or connect your accounting software. We map your documents and deadlines.
Configure and test
Set follow-up schedules, message templates, and review rules. Test with a few clients before going live.
Go live with your team
Launch to all clients. Your team gets dashboard access and training. We're available for the first two weeks.
Or email us at marko@heshbonai.co
Pricing
Simple pricing for growing firms
All prices excl. VAT. Onboarding fee may apply.
Starter
All core tools for small firms
Up to 25 clients
- All integrations included
- Unlimited follow-ups
- WhatsApp collection & confirmation
- Document tracking dashboard
- FAQ assistant for client questions
- Daily summary reports
- English + 10 languages
* One-time setup fee applies
API token usage billed separately
Professional
AI reading, data extraction & multi-CPA
Up to 100 clients
- Everything in Starter
- AI document reading & data extraction
- Automated monthly reports
- Multi-accountant (up to 5 CPAs)
- Multi-language (Russian, Arabic, French)
- CSV / API export
- Priority support (4hr)
* One-time setup fee applies
API token usage billed separately
Complete
Full integration, reports & branding
Up to 200 clients
- Everything in Professional
- Auto PDF & report generation
- Full software integration
- Custom branding (white-label)
- Unlimited team members
- Dedicated account manager
* One-time setup fee applies
API token usage billed separately
Let your team focus on accounting
HeshbonAI handles the repetitive follow-up work, so your staff can focus on the work clients actually pay for.