Stop Chasing Clients—Let houbeanie Do It for You
Accountants everywhere know the pain of chasing clients for missing documents, overdue approvals, or incomplete tasks. It’s tedious, time-consuming, and eats into hours that could be better spent on valuable advisory work.
That’s why we’re so excited about houbeanie—our AI agent that acts as your client chaser and notifier. With houbeanie, accountants no longer need to manually reach out to clients just to remind them about overdue or incomplete tasks.
How It Works
Using houbeanie is refreshingly simple:
Export your data – Just upload the necessary information from your CRM in the form of an Excel file.
Ask the right question – For example:
“houbeanie, generate a list of all tasks that are still marked as incomplete or overdue?”
Get instant insights – houbeanie scans the board, highlights all overdue tasks, and organizes them clearly.
Go one step further – With a single request, houbeanie can even create tailored email drafts for each client with overdue tasks, ready for you to send (or schedule automatically).
Why It Matters
Save hours every week – No more repetitive admin work chasing clients.
Improve client relationships – Clients are gently and consistently reminded, with plenty of notice, instead of last-minute rushes.
Stay organized – You’ll never miss an overdue task hidden in a spreadsheet again.
houbeanie takes care of the repetitive nudges, while accountants get back the time and energy to focus on higher-value tasks.
Be the First to Try It
houbeanie goes into open beta on September 29th, and we’d love for you to try it out.
Get in touch today to see how houbeanie can transform the way you manage client communication and task follow-ups.
