Document chasing per client
Month-end nears → agent sends client-specific checklist and reminders across the right channels.
For accounting firms
Client queries answered without drowning juniors in admin.
AI team that chases client documents, answers standard questions and tracks deadlines — so senior advisors get back to advising instead of administering.
↳ Twinfield↳ Exact↳ AFAS
What the team does
One team. One invoice. One point of contact.
Instead of a stack of disconnected tools and vendors you get one team of AI agents running your workflows — managed by Vexikon. You don’t need to do anything technical.
AI team that chases client documents, answers standard questions and tracks deadlines — so senior advisors get back to advising instead of administering.
Pain → solution
The situation we hear every week.
01
Clients hand in documents too late.
↳Agent sends personal reminders with a checklist per client file, automatically.
02
Junior advisors drown in routine questions.
↳Agent answers 70% of repetitive questions from your knowledge base — escalates only complex work.
03
Filing deadlines become last-minute crises.
↳Deadline Agent tracks corporate/income/VAT filings per client with reminders that land.
04
New regulation gets missed or rolled out late.
↳Compliance Agent monitors law changes and drafts client communication for approval.
What your team does for you
Specific use cases for this industry.
AI team that chases client documents, answers standard questions and tracks deadlines — so senior advisors get back to advising instead of administering.
Standard question answering
Client asks a routine question → agent replies from file + knowledge base, with approval.
Deadline cockpit
All filing deadlines per client in one view. Agent flags risk cases ahead of time.
Client onboarding
New client → agent runs KYC checks, collects documents and sets up the file in your system.
Works with
Plugs into the systems you already use. No migration, no new tools.
TwinfieldExactAFASCaseWarePinkwebNEXTassyst
Live in 14 days
From first call to live in two weeks.
We don’t build prototypes that gather dust. Within 14 days your team runs in production — with your integrations, your tone of voice and your approval rules.
01
Week 1 — discovery & training
Intake call, lock in 3 measurable KPIs, train agents on your existing communication and industry context.
02
Week 2 — integrations & go-live
Wire up your existing systems, first agent actions in shadow mode, then live with approval per action.
03
From week 3 — optimization
Weekly KPI call, agents learn from your feedback, expand scope as the foundation runs stable.
Other industries
Also configured for these sectors
Packages
Three packages. One promise: KPI hit, or your first month’s free.
Every team is tailored. In a 30-minute call we lock in which agents, integrations and KPIs you need — and what it costs.
Starter
Tailored
Fixed monthly fee · setup & ops included
For companies that want to automate their first critical internal workflow.
Ideal for
Wholesalers & SMBs with 1–3 back-office staff
- 1 Orchestrator agent
- 3 integrations (ERP/CRM + email)
- Requests & orders followed up
- Telegram control panel
- Monthly reporting
GrowthMost chosen
Tailored
Fixed monthly fee · setup & ops included
The standard for growing companies who want their operations and back office at the next level.
Ideal for
Wholesale, manufacturing and service firms streamlining ops
- 2–3 specialised agents
- Up to 8 integrations
- Order & process follow-up + system connections
- Web dashboard + Telegram
- Weekly reporting & KPI call
Full Team
Tailored
Fixed monthly fee · setup & ops included
The full agent team for companies that want their entire back office automated — operations and admin.
Ideal for
Organisations automating their entire back office
- 5+ agent team (full)
- Unlimited integrations (500+ available)
- + Document processing & internal comms
- Custom dashboard + dedicated support
- Real-time reporting & KPI monitoring
KPI guarantee
No open promises. Pre-agreed numbers, or money back.
Too many AI vendors sell smoke. Vexikon works with measurable outcomes. We don’t promise anything we haven’t agreed on with you up front — and we put our money behind it.
01
Discovery call
In the intake we lock in 3 measurable KPIs — e.g. lead follow-up under 5 minutes, or CTR uplift of X%.
02
Go-live + 60 days
The team goes live. We measure daily. You see progress in real time on the dashboard.
03
KPI hit, or money back
KPIs not hit within 60 days? You get your first monthly fee back in full.
FAQ
The questions every founder asks — answered straight.
Missing a question? Email us at info@vexikon.com — we’ll respond within 24h.
A 30-minute call is enough
Stop letting work pile up.
Start a team that keeps your processes running.
In 30 minutes we map which internal processes cost you time today, and show a live demo of an agent that handles your kind of work.
↳ No sales pitch. A real conversation.↳ KPI guarantee or money back.↳ Setup within 14 days.