Accounting firm

Your clients hand you their invoices in a plastic bag. In April.

An accounting firm spends half its time chasing: chasing documents, chasing tax deadlines, chasing its own fees. Fiitsa automates all three: deadline reminders sent to every client, document collection paced monthly, fee invoices paid via Mobile Money.

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Page verified on 22-07-2026

You know these struggles

The monthly hunt for accounting documents

Purchase invoices, bank statements, cash records: at the start of every month, your team calls client after client to request the same documents. Some files sit for weeks over three missing invoices, and it's your production that falls behind.

Tax deadlines tracked from memory, client by client

Monthly filings, installments, financial statements: every client has their own calendar depending on their tax regime. One forgotten reminder, and the client pays the penalty to the tax authority, but your firm takes the blame and sometimes loses the account.

Fees paid three months late

You work on the financial statements in January, invoice in February, get paid in May. Chasing a client you deal with at every filing is delicate, so nobody dares, and the firm's cash flow seesaws while you finance your clients for free.

Vague prospects that eat up your meetings

"Hello, how much for accounting services?" No legal form, no revenue figure, no clue whether it's a company formation or an audit. You block an hour-long meeting only to discover a 15,000 FCFA per month engagement.

What Fiitsa changes for you

Tax deadline reminders sent to your whole portfolio

Automatisation

You set each client's tax calendar based on their regime, and reminders go out on their own: "Your VAT return is due by the 15th, please send us your documents." Zero penalties from oversights, and a firm seen as flawless.

Document collection on a schedule, without phone calls

Automatisation

On the 1st of the month, each client receives their document request with the exact list of what's missing. They photograph their invoices and send them in the conversation, everything attached to their file. Automatic follow-up on the 5th for the stragglers.

Impeccable engagement quotes and fee invoices

Documents IA

Bookkeeping, financial statements, company formation, tax advisory: AI helps you build a detailed engagement quote with your letterhead, sent as a PDF in the conversation. A firm that sells rigor must invoice with rigor.

Fees collected without awkward chasing

Paiements WhatsApp

Every invoice goes out with its Orange Money, MTN MoMo or Wave payment link, and overdue reminders are automatic, polite and consistent. It's no longer you asking, it's the system. Your client relationship stays intact, and so does your cash flow.

Prospects qualified before the first meeting

Formulaires WhatsApp

Legal form, sector, approximate revenue, specific need: the form filters every incoming request. You walk into the meeting knowing the file, with a proposal already sketched out for serious prospects.

Your customer's journey, for real

  1. 1

    Ibrahim runs a distribution company. His previous accountant missed a deadline, and the penalty made him furious. An entrepreneur friend forwards him your WhatsApp contact.

  2. 2

    He writes, the form opens: limited company, trading, around 80 million FCFA in revenue, needs full bookkeeping with tax filings. Two minutes, case laid out.

  3. 3

    The next day he receives your engagement quote as a PDF: detailed scope, monthly fees, terms. He signs and pays his first month via Orange Money through the quote's link.

  4. 4

    On the 1st of the month, he gets his document request: purchase invoices, statements, cash journal. He photographs everything from his office and sends it in the conversation. Automatic follow-up on the 5th if he lags.

  5. 5

    On the 10th, a deadline reminder: "Your filing is due by the 15th. File in progress, nothing needed on your side." Ibrahim has never paid a penalty since. He has already referred your firm to two other business owners.

Frequently asked questions

How do I set up tax deadline reminders for clients under different regimes?

Each client has a file with their regime and calendar: monthly filings for one, simplified regime for another, quarterly installments for a third. Reminders go out automatically on the right dates, to the client and to the staff member handling the file. You configure it once, and it runs all year.

My clients send their documents in disarray, often late. What changes?

The monthly request lists precisely what's expected, submitted documents attach to the client's file, and stragglers get automatic follow-ups without your team picking up a phone. A client who replies by photographing invoices from WhatsApp does it ten times faster than one who has to "drop off the bag".

How do I chase unpaid fees without damaging the client relationship?

By letting the system do it. The invoice goes out with its payment link, then reminders follow at day 7, 15 and 30, always courteous, always in the firm's name. The client never feels personally targeted, and you never have to choose between your cash flow and your relationship.

My clients' data is sensitive. Who has access to it?

You and the staff members you authorize, each with their own access. Every client's conversations and documents stay in their file, instead of being scattered between the intern's personal WhatsApp and the senior's inbox. Centralizing is precisely how you take back control of confidentiality.

I also offer company formation and tax advisory. How do I present all of it?

Your service catalog lists every engagement: company formation with the steps detailed, monthly bookkeeping, financial statements preparation, audit, advisory. Prospects see clearly what you do, choose, and the qualification form takes over. Many firms discover their clients didn't know half of their services existed.

An accounting firm on WhatsApp, is that professional?

It's where your clients are. The SME owner who entrusts you with his books replies on WhatsApp in thirty seconds and takes three days to open an email. With branded PDF quotes, punctual reminders and one-click payable invoices, you're more professional on WhatsApp than most firms are by mail.

Ready to modernize your business?

14 days free, no commitment, no credit card. Your AI assistant knows your trade from day one.