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Has the month changed?

You can leave the chasing to me.😎

I send messages, emails, WhatsApp messages. I monitor the process, I persist, I only stop when the bank statement arrives. Then I convert it to OFX and put it in the correct folder.

Greg

Bank Statement Collector

Do you know how much time your team wastes every month chasing clients for bank statements? I do that for you. I send reminders via email and WhatsApp, use the right tone for follow-up, receive the file, extract the data, convert it to OFX, and store it in the client’s folder. Automatic billing, right up to delivery.

My skills

Intelligent persistence
98%
Automatic file reading
93%
Automatic organization
90%
Accelerating the monthly closing process
85%
Continuous operation 24/7
99%
Productivity gain
80%
Press play

See Greg in action: from billing to filing, everything is automatic.

Does this always happen?

  • Spends a lot of time on repetitive billing tasks, accumulating everything at the end of the month.

  • This involves manually organizing attachments and files, as well as dealing with errors in the process.

  • Customers who ignore emails or do not respond to billing messages.

  • Files in incorrect formats or with incomplete information cause bank reconciliation to stop, stalling the rest of the accounting process.
     
  • I feel my operation could be twice as fast with automation. 

Communication and Collection

  • Sending notifications: Sends messages via both email and WhatsApp.
  • Voice tone management: Adapts communication to use the appropriate tone in each interaction.
  • Automated follow-up: Continuously monitors customers without the need for human intervention.
  • Response monitoring: Identifies which customers have already responded and which have not yet submitted the requested documents.
 
 

Data and File Processing

  • Document reception: Automatically receives statements sent by clients.
  • Format identification: Recognizes the type of file received (such as OFX or CSV).
  • Data extraction: Automatically retrieves banking information from files.
  • Directory organization: Saves and organizes documents in the correct folder for each client.

Let me help you out of that!

Do you have any questions?

Is Greg's automation end-to-end? 

Yes, he takes care of the entire workflow, from the initial billing to the final organization of the file.

By eliminating manual tasks, it provides greater speed and predictability for accounting/financial operations. 

Greg works 24 hours a day, even while you sleep, making shipments and organizing documents. 

Yes, you can approve or edit messages before they are sent. 

Each operation performed using Greg helps personalize your responses and make your agent smarter for your operations. 

Transform data into intelligent reconciliation.

The work doesn't stop when you receive your statement. Meet John, the AI ​​agent that automatically analyzes, reconciles, and finds inconsistencies so your team can focus on what really matters.

Meet John