Accountancy & Bookkeeping • Automated Document Intake

Software for Accounting Firms. Stop Chasing Missing Invoices.

Stop losing billable hours searching for missing invoices and emailing passwords. We engineer secure client portals with WhatsApp chasing bots and direct Exact/Moneybird sync.

View Intake Architecture
  • No Passwords Needed – Secure Client Magic Links
  • Automated WhatsApp & Email Checklist Chasers
  • Realtime Webhook Ledger Ingestion (Exact/Moneybird/Twinfield)
  • 100% Client Code & Data Ownership on Dutch Cloud
100% AVG
GDPR Compliant
-80%
Client Chasing Time
14 Days
Turnkey Delivery
Direct
Exact & Moneybird Sync
01 / Efficiency

Automate document collection before quarterly VAT deadlines.

//Accountancy Automation • Zero Chasing//

Email Inboxes vs. Automated Aergent Client Portal

Traditional accounting practices lose 25% of their capacity chasing missing receipts. A custom automated portal collects and verifies documents autonomously.

Practice Workflow Comparison

Manual email chaos vs. automated self-service client portal

AVG Certified
01 / ParameterDocument Intake & Missing Invoices
Traditional Email Routine

Unencrypted email attachments, lost WhatsApp photos

Aergent Practice Portal

Structured checklist portal with instant mobile OCR upload

02 / ParameterClient Chasing Overhead
Traditional Email Routine

Accountants spend hours manual calling/emailing before BTW deadlines

Aergent Practice Portal

Automated WhatsApp/SMS reminders until all items are green

03 / ParameterClient Portal User Fees
Traditional Email Routine

€5–€15 per client account every single month

Aergent Practice Portal

Unlimited client accounts with zero per-seat fees

04 / ParameterAVG / GDPR Audit Trail
Traditional Email Routine

Fragmented across email inboxes and unverified clouds

Aergent Practice Portal

End-to-end encrypted Dutch hosting with strict access logs

01 // MAGIC LINKS

Zero Password Friction

Clients authenticate instantly via one-time secure link without creating logins.

02 // CHASING BOT

Autonomous Reminders

Polite scheduled WhatsApp/email pings nudge clients before deadlines.

03 // EXACT SYNC

Direct Ledger Pipeline

Verified PDF invoices and balance sheets route directly to Exact / Moneybird.

02 / Ingestion

Structured document ingestion without manual intervention.

//Autonomous Accountancy Ingestion//

The 3-Step Accounting Pipeline

Designed to get complete client dossiers into Exact, Moneybird, or Twinfield 7 days before VAT deadlines.

1. Secure Magic Link & Checklist

Client Portal

The client opens their personal URL on mobile or desktop and sees an exact list of required bank statements and invoices. Uploading takes seconds.

2. Automated WhatsApp & Email Reminders

Autonomous Bot

If items remain missing as deadlines approach, our bot automatically sends polite WhatsApp or SMS updates with a 1-click upload link.

3. Direct Ledger Sync to Exact / Moneybird

Exact / AFAS

Approved files are organized by financial quarter and automatically transmitted to Exact Online, Moneybird, or SnelStart without human copy-pasting.

03 / Questions

Answers for partners and practice managers.

//Frequently Asked Questions • Practice Portals//

Practice Portal FAQ

Clients receive a secure Magic Link via SMS, WhatsApp, or email. They do not need to memorize passwords. When they open the link, they see an interactive checklist of required quarterly documents and can drag-and-drop or take smartphone photos directly into the dossier.
Client Portal Engine

Discover our portal architecture →

Asset Ownership

Zero monthly fee per client file →

Accountancy & Practice Portals

Ready to eliminate document chasing forever?

Schedule an architecture session with our engineering team in Amsterdam to map your practice portal.

Optimization Complete