Clients send invoices, bank statements and payroll questions to the same number. The AI works out the topic and routes it to the right team, the monthly document request goes out on its own and each company's history stays with the firm.
Meta's official API · your own number · Meta fees passed through at cost
— [ the problem ]
Every month someone chases statements, invoices and payroll data client by client. When they arrive late, the close is late too.
Payroll questions, certificate requests and tax slips arrive mixed together. Someone has to read it all and pass it to tax, payroll or bookkeeping.
The slip went out, but the client missed it and paid a late fee. And the firm takes the blame.
When an analyst leaves, the conversations with their companies leave with the device.
— [ how it works ]
Every flow uses features that already exist in Picchat — you set it up with your own copy, hours and rules.
When: A client messages the firm's number
When: Start of the month
When: Slip generated in your system (via API)
— [ templates ]
Messages that start a conversation need a Meta-approved template. Use these as a starting point — you create them, submit them for approval and track everything in Picchat.
Hello {{1}}! To close {{2}}, we need: {{3}}. Please send them here by the {{4}}.
{{1}}, the {{2}} slip for {{3}} is due on {{4}}, amount {{5}}. Any questions, reply to this message.
Hi {{1}}. We still haven't received {{2}} for {{3}}. Without it, the close may be delayed.
{{1}}, {{2}}… are variables filled in with each contact's data at send time. Meta charges per template message based on its category and the recipient's country.
— [ pricing ]
Pricing depends on your message volume and team size. Talk to our team and we'll show you Picchat running with your own flows.
Meta charges per message sent based on the recipient's country, passed through at cost.
Talk to salesIt answers whatever you set up as standard — deadlines, documents, hours — and routes anything that needs analysis to the right team. You define in the agent's instructions what it must not answer.
Yes. The team sends the file in the conversation, and if your system has an integration, it can enroll the client in a notice automation through Picchat's public API.
There's no ready-made integration with specific accounting systems. The public API lets you create contacts and enroll them in automations, and you can use n8n or another integration tool in between.
Yes. Conversations are transferred to people or teams, and filters show each person what's theirs.
No. Document requests and due-date notices tied to the contracted service are Utility messages — as long as the text has no promotional content.
Connect your official number and see these flows working with your customers.