Does it call to collect missing documents itself?
At month-end close, missing invoices and expense documents don't get sent unless someone reminds the taxpayer, so the accountant ends up calling each one individually. Fonify's AI employee calls taxpayers with missing documents itself, reminds them which documents are expected, and automatically logs whatever arrives over WhatsApp into the system. It makes 85 document follow-up calls a month, gets 73% of documents in on time, and cuts delays by 40%.
For month-end close, Fonify calls taxpayers with missing documents.
- Fonify0:02· TR
Hello, a few invoices seem to be missing for the month-end close. Can you send them today?
- Customer0:06· TR
Okay, I'll send photos of them this afternoon.
- Fonify0:10· TR
Great, you can send them via WhatsApp, they'll go straight into our system automatically.
- Customer0:14· TR
Done.
- All taxpayers with missing documents were called automatically
- Document status was logged to the taxpayer record
- The missing-documents list was updated before close
Questions about this scenario
How does it decide which taxpayers to call?
How does a photo or document a taxpayer sends reach the accounting system?
If a taxpayer asks to extend the deadline, how does the call end?
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