Before every deadline you have to chase the people who haven't sent the invoices that aren't in the archive, who forgot the bank statement, who send an unreadable photo. It's hours of identical messages, right in the days when the real work is heaviest.
What you check
I messaggi delicati sono tuoi. Su rateizzazioni, avvisi e contenziosi aperti non parte niente da solo. Il blocco vale per quella pratica, non per tutto il cliente, salvo una regola diversa dello studio.
Le regole le decidi tu. Quali messaggi partono da soli e quali aspettano il tuo sì.
Nessun dato va in contabilità da solo. Un file ricevuto non è un documento validato: quello che il sistema legge resta da controllare finché non lo conferma una persona dello studio.
Al massimo due messaggi per documento, poi il cliente passa a una persona.
Similar cases
The same automation logic applied to other kinds of business:
Frequently asked questions
How does it know what each client is missing?
It compares each client's document list with what's already in the archive and with the suppliers that come back every month. How much it can read from the management software's archive is checked with the firm; where it can't, the list lives in a shared sheet.
Do clients in delicate situations get automatic messages?
No. On installment plans, notices from the Agenzia delle Entrate and open disputes, messages on that file go to a person. The block applies to the file, not to the whole client, unless the firm has a different rule.
Does it record invoices in the books?
No. It reads documents to understand what they are and where to file them, and the data it reads stays to be checked. Recording, and for foreign invoices the integration, is done by the staff member.
How many reminders does a client get?
At most two per document. After the second, the client ends up on the staff member's list, to be called.