About HeshbonAI
The AI assistant every CPA firm deserves
HeshbonAI was born from a simple observation: accounting firms spend more time chasing documents than doing actual accounting. We decided to fix that.
The problem we solve
Every CPA firm has the same daily ritual: send messages to clients asking for documents. Follow up. Follow up again. Track what came in. Chase what didn't.
This eats 10+ hours every week per firm. It's tedious, repetitive, and keeps skilled accountants away from work that actually matters.
Client portals don't work because clients won't download another app. Email doesn't work because nobody reads email. But WhatsApp? 2 billion+ people use it daily worldwide.
250+ hours/year
lost to document chasing per firm
23% email response rate
vs 82% on WhatsApp
73% of portal uploads
end up in the wrong folder
Our approach
We don't ask clients to change their behavior. We meet them where they already are.
WhatsApp-native
No new apps, no portals, no passwords. Clients reply on the platform they use daily.
Fits your workflow
HeshbonAI works with your existing tools - WhatsApp, email, Google, and your accounting software. No migration needed.
Built for your market
Multi-language. Respects local business hours. Understands tax deadlines. Made by accountants, for accountants.
Ready to automate the follow-up?
Guided onboarding. See results in your first week.