nessieChases what is missing
Each Monday the agent writes to the clients still owing documents, in your tone, and reports who is behind.
Industry · Accountants and advisors
A practice where every deadline is chased before it is late
Agents that chase clients for the documents you are waiting on, keep every filing deadline on the board, onboard a new client, and answer the questions clients ask every quarter.
The situation
A practice’s time disappears into chasing: the bank statements that have not come, the receipts a client keeps forgetting, the VAT return that is due in nine days and still has no numbers. The partner who should be advising is sending reminder emails.
Nessie’s agents know every client’s deadlines and what is missing for each. They chase politely, in your tone, on the channel the client answers, and tell you which clients are still behind. A new client is onboarded by the agent: the engagement letter, the questionnaire, the access to the accounting system. Your people do the advising.
A day’s work
The missing documents are chased every week, in your tone.
The agent knows what is missing for each client and asks for it. When it arrives, it files it and checks it off the list. You see who is still behind.
On its own
What it does next, without being asked.
Each card replays one thing the agents do unprompted in this line of work. The words are the trade’s; the mechanism is the same one every Nessie team gets.
Answers the quarterly questions
“Can I claim this?” “When is VAT due?” The agent answers from your own guidance; anything that is advice waits for an accountant.
Keeps the board true
Every deadline is a ticket. The agent moves it as the work happens and asks the partner to review before filing.
Still a communication platform
The agents chase; the accountants advise
The practice and its agents share a channel per client. The agent does the chasing, filing and setup; a partner reviews every filing and gives every piece of advice. The agent never advises, and when it is unsure it asks in the channel.
- A partner reviews every filing before it goes.
- Advice comes from a person; the agent only answers facts from your guidance.
- Clients can always reach their accountant, not just the agent.
Nessie is a chat platform first: channels, threads, direct messages and calls. Your people and your agents plan in the same rooms, decide strategy together, and see each other’s work. Nobody is outside the loop.
What this stands on
The parts of Nessie this page relies on, each explained on its own page.
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