Finance, automated client intelligence
Lead generation, competitor monitoring, document extraction, WhatsApp support.
Client lead generation, competitor monitoring, document extraction, reporting. Finance industry example.
Case study
A finance or accounting firm wants to automate document processing, client communication, and market research.
What works right now
- Document extraction + AI summarization
- WhatsApp client communication
- Market research + Brain/RAG
| Need | Can we? | How | Credits | Status |
|---|---|---|---|---|
| Invoice extraction + processing | Yes | Browser extraction + AI + Brain | 5 | Already works |
| WhatsApp client updates | Yes | WhatsApp send + HIT approval | 8/mo | Already works |
| Email document monitoring | Yes | IMAP + AI classification | 16/mo | Already works |
| Competitor firm monitoring | Yes | Recurring Monitoring + browser | 5/mo | Already works |
| Market research reports | Yes | Google + Brain/RAG + Knowledge | 12/mo | Already works |
| Client onboarding automation | Yes | WhatsApp send + extraction | 8/mo | Already works |
| Lead generation (businesses needing accounting) | Yes | Google + LinkedIn + extraction | 5 | Already works |
| Exact Online/QuickBooks sync | Roadmap | Needs accounting API connector | — | Roadmap |
| Financial report generation | Yes | Brain/RAG + Knowledge + Visualization | 24/mo | Already works |
| Identity matching (client, tax ID, email) | Yes | Identity matching + Brain | 16/mo | Already works |
| Total | ~99/mo | €179/mo | ||
Mission examples
Client lead generation
"Find companies in Netherlands that need accounting or financial services." → LinkedIn + Google.
Competitor monitoring
"Monitor competitor accounting firms for new services and pricing." → recurring scan + Brain.
Document extraction
"Extract financial data from client documents and store in Brain." → browser + AI + Brain.
WhatsApp client support
"Auto-reply to WhatsApp questions about invoices, taxes, deadlines." → WhatsApp + AI + HIT.
What is not built yet
Direct accounting software sync (Exact Online, QuickBooks, Xero) is not built. Document extraction, client communication, and market research work. Accounting API connector can be added.
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