Stop Chasing Clients. Start Doing Accounting.
Dada AI builds intelligent automation systems specifically for accounting firms — automating invoice collections, client document requests, and follow-up workflows so your team spends tax season doing the work they were trained for, not hunting down paperwork.
- HOW PROBLEM
Your Team Is Spending Billable Hours on Admin That a System Should Handle
Every tax season, accounting firms lose thousands of hours to the same manual tasks: chasing clients for documents, sending invoice reminders, following up on outstanding balances, and managing communication across dozens of open files simultaneously.
It’s not a people problem. It’s a process problem. And we’ve built the systems to fix it.
- WHAT'S INCLUDED
OUR ACCOUNTING AUTOMATION SYSTEMS
CollectAI — Automated Invoice Collections
CollectAI connects directly to QuickBooks and triggers a multi-channel follow-up sequence the moment an invoice goes overdue. Your clients receive professional, automated reminders via SMS and email at the right intervals — escalating intelligently until payment is received or a human needs to step in.
What it does:
• Monitors QuickBooks for overdue invoices in real time
• Triggers personalized SMS and email sequences automatically
• Escalates to your team only when human intervention is needed
• Logs every touchpoint in your CRM automatically
• Reduces days sales outstanding without awkward conversations
DocuChase — Automated Document Collection
DocuChase integrates with SmartVault and your CRM to automate the entire client document collection process. As soon as a client engagement opens, DocuChase begins requesting the right documents from the right clients — following up automatically until everything is received.
What it does:
• Sends automated, personalized document requests via SMS and email
• Tracks document status across all open client files simultaneously
• Sends escalating reminders on a schedule you control
• Notifies your team only when a file is complete or a client is unresponsive
• Eliminates the manual back-and-forth that bogs down every tax season
- THE RESULT
Your Team Gets Their Time Back
With CollectAI and DocuChase running together, accounting firms typically reclaim dozens of staff hours per month — hours that go back into billable work, client service, and business development instead of administrative follow-up.
- PRICING
Starting at *$99/month* + $299 one-time setup fee. No long-term contracts. No per-minute charges. Unlimited calls.
- HOW IT WORKS
Custom Built for Your Business. Deployed in Weeks.
• Discovery Call — We review your current collections and document intake process and identify the highest-impact automation opportunities.
• Custom Build — We integrate CollectAI and DocuChase with your existing QuickBooks, SmartVault, and CRM setup.
• Test & Launch — We test every workflow against real client scenarios before going live.
• Ongoing Support — We monitor performance and optimize sequences based on client response patterns.
WHO THIS IS FOR
• Accounting firms with 2–20 staff managing 50+ active clients
• Bookkeepers tired of manually tracking document receipt status
• Tax professionals who lose hours every season chasing the same clients for the same documents
• Firm owners who want to scale their client base without scaling their admin burden
