Documents without manual chasing
Scheduled requests, Received marks in the client card and reminders about missing items before the deadline.
Opero for accounting and audit firms
AI employees chase source documents, remind clients about deadlines and payments and answer routine questions. They never give tax advice: amounts and decisions stay with the accountant.
The platform is free forever. For the first 14 days, up to three AI employees work for free, no card needed.
Opero
AI staff4
- 01AI client service managerSpecialistRequests documents for each period, marks what arrived, answers routine client questions
- 02AI filing deadline controllerAssistantKeeps a deadline calendar for every client and sets tasks for accountants in advance
- 03AI sales repSalesFinds companies that match your client profile, writes first and books meetings
- 04AI accountantAssistantIssues the firm's own invoices to clients and follows up on late payments
AI Staff LogToday
- 08:30Briefing in Telegram: 14 filings due this week, 6 clients still owe September documents.
- 09:00The AI client service manager sent document requests and told a client where to find a payment receipt.
- 11:40A tax office request arrived for a client. The AI deadline controller created a task with the reply deadline for the accountant.
- 14:10A client asked whether the tax could be reduced. AI passed the question to the accountant with context instead of advising.
- 16:30The accountant confirmed the amounts due and AI sent them to clients with payment details.
Right now
What eats your time every day
01
Chasing paperwork every month
Every month the same clients get the same emails: send the bank statement, the invoices, the new hire's papers.
02
Client questions eat the day
When is the tax due, where is my invoice, why is my account frozen: the inbox keeps accountants away from the books.
03
A hundred clients, a hundred deadlines
Returns, notices, tax office requests: one miss means a penalty for the client and a complaint for the firm.
AI staff
Who you can hire
Every AI employee knows your prices and policies, works in your channels and hands anything tricky to you. Prices are per employee, per month.
01
AI client service manager
Specialist
Requests documents for each period, marks what arrived, answers routine client questions
$99a month
$79 a month billed yearly
02
AI filing deadline controller
Assistant
Keeps a deadline calendar for every client and sets tasks for accountants in advance
$49a month
$39 a month billed yearly
03
AI sales rep
Sales
Finds companies that match your client profile, writes first and books meetings
$199a month
$159 a month billed yearly
04
AI accountant
Assistant
Issues the firm's own invoices to clients and follows up on late payments
$49a month
$39 a month billed yearly
The whole team: 4 employees, $396 a month
Start with one. For the first 14 days, up to three AI employees are free.
A day
A day with Opero
Your AI staff handles the messages and the routine. You see every action in the log and make the calls that matter.
- 08:30Briefing in Telegram: 14 filings due this week, 6 clients still owe September documents.
- 09:00The AI client service manager sent document requests and told a client where to find a payment receipt.
- 11:40A tax office request arrived for a client. The AI deadline controller created a task with the reply deadline for the accountant.
- 14:10A client asked whether the tax could be reduced. AI passed the question to the accountant with context instead of advising.
- 16:30The accountant confirmed the amounts due and AI sent them to clients with payment details.
- 18:50A new inquiry from the website: the AI sales rep asked the questionnaire questions and booked a call for tomorrow.
Inbox
How your AI employee talks to clients
Replies in seconds and follows your rules. When a decision is yours, it asks you in Telegram and waits for your approval.
Inbox
Client
New conversation
Write to the client
Replies in seconds
Day, night and weekends. Understands voice messages and photos, and replies in the client's language.
Asks you when a decision is yours
Discounts, refunds and unusual requests come to your Telegram. Approve with one tap.
Learns from your edits
When you decline or correct a reply, it becomes a rule for the next conversations.
Features
What Opero takes off your plate
A deadline calendar per client
A tax calendar template in the knowledge base, tasks for accountants in advance, an overdue summary every morning.
Replies within minutes
Telegram, WhatsApp and email in one Inbox. AI passes tax questions to the accountant with context.
New clients
Company search by your client profile with registry checks, first emails for approval, a New clients pipeline.
Period close by stages
A Period close pipeline: documents requested, received, bookkeeping, client sign-off, filed.
Your own invoices and payments
Connect your bank, client payments match invoices on their own, and late payers get reminder drafts.
Client card
A client card that fits your business
When you pick your industry, the right fields appear in the client card. If something is missing, add your own fields.
Client card
IndustryAccounting firms
Service
Entity type
Tax regime
Employees
Transactions per month
Accounting software
Documents for the period
Next deadline
Responsible accountant
Add field
FAQ
Questions and answers
Didn't find your answer? Write to us in the chat on this site.
No. AI answers practical questions: which documents and when, what a package includes, where the period close stands. How to book a transaction, how much to pay and whether penalties apply is for the accountant to say.
From the tax calendar in the knowledge base: Opero adds a template and you fill in the year's deadlines. The accountant confirms each client's dates.
Connections are encrypted, and backups are made every night. AI never accepts passwords or e-signature keys in messages, and access to every client is visible in the log.
No. Accountants file in their own software. Opero tracks deadlines, documents and client conversations.
The platform is free. Each AI employee's monthly price depends on the role's level and is listed in the AI staff section above, 20% less billed yearly. For the first 14 days, up to three AI employees work for free, no card needed.
Other industries
All industriesStart with one AI employee
The platform is free forever. For the first 14 days, up to three AI employees work for free, no card needed.