Every client request in one place, with the accountant who owns it
Team app
In most firms, client requests live in personal chats, inboxes and memory. Nolloi's team app gathers every request the assistant receives into one sorted list, linked to the client record and to the accountant in charge. Each staff member has their own access and role, partners see the whole firm, and on Business OS your document types are built in at setup, named the way your team already names them.
A typical situation
It is the last week of the quarter and one accountant is off ill, with a long list of client companies waiting on their VAT. Before, her clients' messages sat on her phone where nobody could reach them. Now, the requests addressed to her appear in the team app, each showing the client, the period, the documents the client mentioned and the time it came in. The partner opens her list in the morning and asks two colleagues to take it over, while a junior sees only the payroll requests her role covers. By evening every client knows who has their request.
Example
- CustomerHello, we hired a new waiter who starts Monday. Can he be on this month's payroll?
- AI assistantHello, and thank you. I have noted: new employee starting Monday, to be added to this month's payroll. Your payroll is handled by Omar, so the request is now in his list. Which documents do you plan to send him for the new hire?
- CustomerHis ID, his contract and his bank details. Tomorrow.
- AI assistantNoted: ID, employment contract and bank details, to be sent tomorrow. Omar will tell you if anything else is needed. Is the contract full time or part time?
- CustomerFull time.
- AI assistantThank you. Everything is in Omar's list with your message, and he will come back to you directly.
Illustration. A real assistant answers with the hours, services and rules the business approved.
How it works
Each conversation becomes an entry
Whatever arrives through the assistant is filed with the client, what they asked, the period, any deadline, the documents they mentioned and the time it came in.
It sits on the client record
The record keeps the client's earlier requests and notes, so whoever picks up the entry has the history without asking the client to repeat themselves.
It reaches the person in charge
Entries go to the accountant linked to that company at setup. Each staff member sees their own list and what their role allows.
The team follows through
Staff pick up, follow and close requests in the app, and the calendar shows the meetings the assistant booked. Partners see what is open across the firm, person by person.
What you decide
What you decide
- Your team and each person's access and role, such as partner, accountant, payroll or assistant.
- Your client list and the accountant linked to each company.
- On Business OS, your document types built in, for example bank statements, purchase and sales invoices, payroll files or tax notices.
- The request categories, and the words your clients actually use for them.
What it does not do
- It is not accounting software: it keeps no ledgers, prepares no returns and calculates no tax.
- The assistant does not collect, open or check documents; entries record what clients say about them.
- On Essentiel the app sorts requests, client records and the calendar with an access for each team member; building your document types into it is part of Business OS.
Questions
Can each person see only what concerns them?
Each staff member has their own access and role, defined with you at setup. A common choice is accountants on their own clients, payroll staff on payroll requests, and partners on the whole firm.
Is the team app part of the standard plans?
Yes. Every plan includes the app with sorted requests, client records, the calendar and an access per team member. Building your document types in at setup comes with Business OS.
Does it replace our accounting software?
No. Your production tools stay as they are. The team app holds the conversations and requests around the work, so nothing a client asked is left on someone's phone.
Can we connect our existing calendar?
Google Calendar can be connected, so meetings the assistant books with new clients or partners appear where your team already plans its week.
Let's talk about your business.
One message is enough. We answer on WhatsApp or by email, and you decide what happens next.
contact@nolloi.comWhatsApp +212 7 12 13 60 22