“Which documents do you still need from us?”
Checks the client’s file against your year-end checklist and lists exactly what’s missing.
Checklist reply sent — 3 items missing +12 min
USE CASES / 🧮 Accountants & bookkeepers
Your AI worker chases missing receipts, answers “what do you need from me?” for the tenth time, and keeps every filing deadline on your radar — grounded in your own checklists.
A REAL JOB, STEP BY STEP
Checks the client’s file against your year-end checklist and lists exactly what’s missing.
Files the statement to the right client folder and ticks it off the checklist.
Flags the four files, checks completeness, and drafts reminders for the two missing items.
Compiles every client file, missing item, and upcoming deadline into one brief.
WHERE YOUR TIME GOES
YOUR EWA LINEUP
Chases missing receipts and statements politely, and doesn’t stop until they arrive.
Finds any transaction, document, or note across every client file instantly.
Answers client questions from their own file — “what do you still need?” never reaches you.
Drafts engagement letters, reminders, and summaries from your templates.
BEFORE / AFTER
THE RIGHT PLAN
ProMost practices run on Pro — four Elite Workflow Agents cover documents, deadlines, clients, and reporting.
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