Stop Chasing Clients for Documents
Automate client info gathering for bank records, tax returns, and more—no more endless follow-ups.
Manually collecting financial documents from clients is a constant headache. You waste hours sending reminders, tracking down missing files, and organizing paperwork instead of focusing on real advising.
The hidden cost
What this is really costing you
Gathering client documents like bank statements, tax returns, and insurance records eats up valuable time. Each request means repeated emails, clarifications, and manual tracking. It’s a tedious process that slows down your workflow and frustrates both you and your clients.
Time wasted
1.7 hrs/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$2,465/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
If you keep handling this manually, you’ll continue losing hours to admin work, risk missing critical documents, and delay client onboarding and planning.
Return on investment
The math speaks for itself
Today — without agent
1.7 hrs/week
of manual work
With your AI agent
0.3 hrs/week
agent-handled
You save
$2,030/year
every year, reinvested into growing your business
Jobs your agent handles
What this agent does for you
Complete jobs, handled end-to-end — so your team focuses on what matters.
Onboarding a New Client
You ask your agent to prepare a personalized list of required documents and send requests to your new client.
Annual Review Prep
You ask your agent to gather the latest tax returns and bank statements from a client ahead of their annual review.
Estate Planning Session
You ask your agent to collect wills, pension plan details, and insurance records for a client’s estate planning meeting.
Missing Document Follow-Up
You ask your agent to check what’s missing and draft a reminder email for outstanding items.
How to hire your agent
Connect your tools
Link your accounting software, financial planning tools, and document management systems.
Tell your agent what you need
For example: 'Gather Jane Smith’s bank statements, last two tax returns, and life insurance policy for onboarding.'
Agent gets it done
Your agent prepares requests, tracks responses, and delivers a complete, organized document package.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Document Request Automation
Drafts and sends clear, professional requests for specific financial documents to clients.
Checklist Compilation
Creates tailored checklists for each client based on their needs—no more generic templates.
Status Tracking
Keeps a real-time log of which documents have been submitted and what’s outstanding.
Follow-Up Messaging
Prepares polite, timely follow-up messages to prompt clients for missing items.
Summary Reporting
Generates a concise report of all gathered documents for easy review and compliance.
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