Accounting & Financial Services

Your WhatsApp bot handles the queries so your accountants can handle the books

Raimond's AI-powered WhatsApp chatbot handles customer conversations for accounting & financial services businesses — 24/7, in any South African language.

Build Your Bot Free Chat on WhatsApp

Your Business Bot

Hi, I need to submit my tax return. What documents do you need from me?

Hi there! Great, let's get your tax return sorted. For the 2025 tax year, I'll need: 1. IRP5 from your employer 2. IT3(b) investment certificates (if applicable) 3. Medical aid tax certificate 4. Retirement annuity certificate 5. Any additional income records You can send them as photos or PDFs right here on WhatsApp. Let's start — do you have your IRP5 ready?

Here's my IRP5 [document]. I'll get the medical aid one tomorrow.

IRP5 received! I'll remind you tomorrow about the medical aid certificate. Just so you know — the SARS filing deadline is 21 October 2026, and our fee for an individual tax return is R1,200 (salaried) or R2,500 (with rental/freelance income). Which applies to you?

Salaried only this year

Perfect, that's R1,200 for your return. Once I have all your documents, we'll have it submitted within 3 business days. I'll send you a reminder tomorrow for the medical aid certificate. Anything else you need help with?

Sound familiar?

Common challenges accounting & financial services businesses face without automation.

Tax season turns your inbox into chaos — every client needs something, and your team can't keep up with the volume

Clients send documents piecemeal over weeks. Chasing outstanding payslips, bank statements, and IRP5s eats your admin's entire day

Simple questions about deadlines, fees, and tax thresholds flood your phone lines, pulling accountants away from billable work

Onboarding new clients means collecting the same 15 documents and forms manually every time

What Raimond does for accounting & financial services

Real use cases, not marketing fluff. Here's exactly how the bot helps your business.

Document Collection

The bot sends clients a personalised checklist and collects documents one by one via WhatsApp — IRP5s, bank statements, invoices — tracking what's outstanding.

Tax Deadline Reminders

Automated reminders for provisional tax, annual returns, VAT submissions, and PAYE deadlines. Clients never miss a filing date.

Fee Quotes & Service Info

Prospective clients describe their needs and get estimated fees for tax returns, bookkeeping, company registration, or auditing services.

Client Onboarding

Walk new clients through the onboarding process step by step — FICA documents, engagement letters, SARS eFiling access — all collected on WhatsApp.

Query Triage

Route client questions to the right department — tax, payroll, bookkeeping, or advisory — based on the nature of the query.

65%

of accountants' admin time is spent chasing documents from clients

R7,500+

saved monthly per firm by automating document collection

faster client onboarding with automated document workflows

Simple pricing. Everything included.

R10,000 /month

2 active bots, 1 WhatsApp number, website widget, all languages, full support

Start Building Free See full pricing details

Free sandbox testing. No payment until you go live.

Frequently asked questions

How does a WhatsApp chatbot work for accounting & financial services?

Raimond's AI-powered chatbot connects to your WhatsApp Business number and handles customer conversations automatically. For accounting & financial services, this means the bot sends clients a personalised checklist and collects documents one by one via whatsapp — irp5s, bank statements, invoices — tracking what's outstanding.. The bot is trained on your specific business information, pricing, and policies.

How much does a accounting & financial services chatbot cost?

Raimond costs R10,000/month — everything included. No setup fees, no lock-in contracts. You can build and test your bot for free in our sandbox before paying anything. Compare that to hiring a customer service agent at R15,000-R30,000/month who only works 40 hours a week.

Can the chatbot handle voice notes?

Yes. Raimond automatically transcribes voice notes and responds to them just like text messages. This is especially important in South Africa where many customers prefer sending voice messages over typing.

Is it POPIA compliant?

Absolutely. Raimond includes full POPIA compliance features: data encryption, audit trails, configurable data retention policies, and the ability to process deletion requests. Your accounting & financial services customers' data is protected.

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Ready to automate your accounting & financial services business?

Build and test your AI bot for free. Go live when you're ready.

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