Clients organised, deadlines never missed.

What accountants and bookkeepers run on Wakato

Client intake

New clients onboard through a form into your CRM. Contacts & CRM.

Documents collected

Receipts forwarded to your space's own address are read and filed. Finance.

Deadline reminders

Automations remind clients before every deadline. Email & Campaigns.

Invoices and calls

Review calls booked, invoices paid by link. Calendar & Bookings.

The AI agents accountants and bookkeepers start with

• Books: Keeps your firm's books and chases missing documents.
• Client desk: Answers client questions and books calls.

Use cases

• Close your books · An AI agent sorts your bank feed, matches receipts, tracks bills, posts your sales and prepares month end and an accountant pack, asking only about what it isn't sure of.
• Get paid faster · Send invoices and payment links in the chat, by email or text; an AI agent reminds customers until they pay and your books record it automatically.
• Follow up with every lead · Every lead from your site, ads, calls and DMs gets a personal follow-up by email or text until they book or buy, written by an AI agent.

Questions

Can AI chase clients for documents?

Yes. Wakato's agent sends reminders, reads what clients forward and tells you what's still missing.

What is the best software for a small accounting firm?

A small firm needs client intake, deadline reminders, booking and invoicing in one place, plus someone to do the chasing. Wakato puts these in one account with an AI agent that sends the reminders and follows up, so your time goes to the accounting itself.

Can I use Excel as accounting software?

For a very small business you can, but a spreadsheet won't read your bank feed, match receipts or close a month for you. Wakato keeps your own firm's books from its bank feed, matches the receipts you forward and asks you only about what it isn't sure of.

Will the AI give tax advice to my clients?

No. It handles calls, intake, booking and follow-up and passes anything that needs your judgement to you; it never gives professional advice.

Can it remind clients before a deadline?

Yes. An automation reminds each client by email or text before a date you set, such as a date on their contact or a task's due date, and the agent can follow up with anyone who hasn't replied.

Can clients book review calls online?

Yes. Clients pick a time on your booking page, which checks your Google or Outlook calendar so only free times show, and get a reminder before the call. The agent also books a call when a client asks by phone or message.

How much does it cost?

Wakato is free to start; Pro is $49 a month and Business $99 a month, or $490 and $990 when paid yearly. Email campaigns and invoices paid by link come with Pro and Business. Calls, texts and AI use are paid from your wallet as you use them, with no per-seat price.