3x
Increased productivity in the accounting sector
Mass WhatsApp Sender for Accounting eliminates repetitive manual tasks, allowing your team to focus on efficiently managing accounting demands.
Sending reminders to all annoys those who've submitted. Target only those truly pending — that's what makes the message feel attentive.











+180k
Messages and media exchanged every day
+1,200
Companies that trust our solutions
+40k
Automations built on our platform
The Mass WhatsApp Sender for Accounting by Nexloo sends bulk messages via WhatsApp Business API securely and scalably, tailored to the specific needs of accounting firms. With a solution developed for the accounting sector, your team automates communication with clients regarding documents and focuses on what truly matters: managing accounting demands.
Companies in the accounting segment face unique challenges in communication and client relationships. The complete support platform Nexloo addresses these challenges with accessible technology, quick setup, and proven results from hundreds of accounting firms across Brazil.
Results
What changes in the office when document requests are no longer a real pending issue.
3x
Mass WhatsApp Sender for Accounting eliminates repetitive manual tasks, allowing your team to focus on efficiently managing accounting demands.
80%
Serve accounting firms instantly at any time, leaving no message unanswered.
24/7
Clients in the accounting sector receive immediate responses even outside business hours.
45%
Resolve inquiries and demands from accounting firms quickly, enhancing the customer experience.
Features
Recursos projetados para transformar o atendimento no segmento de contabilidade.
Create segmented lists and send personalized messages to thousands of contacts simultaneously.
Library of pre-approved messages by Meta to ensure delivery without the risk of being banned.
Schedule messages for peak engagement times with a visual campaign calendar.
Track delivery, read, and response rates for each campaign in real-time.
Send messages to thousands of contacts simultaneously with segmentation by tags, location, or behavior.
Create dynamic segments based on recent activity, funnel stage, or previous interactions with chatbots.
The campaign is sent from the verified company number, with an approved template. Sending from a cloned device is the quickest way to lose the number — and with it, the entire conversation history.
The person who bought in the last ninety days, who opened the last campaign, who is at a certain stage of the funnel. The audience is built by rule, not by a copied spreadsheet.
Those who request not to receive exit all subsequent sends automatically. It's not a box someone needs to remember to check: it's the platform's default behavior.
Name, purchased product, expiration date, and amount are included in the text. The same campaign reaches each person differently, and the response rate reflects that difference.
The text goes through Meta's approval and the platform tracks the status. You find out that the model was rejected before the campaign, not in the middle of it.
The campaign goes out on the day and time frame you set, respecting the contact's time zone. A commercial message at eleven at night is the fastest way to become a complaint.
The delivery is spread out over time instead of being sent all at once. This protects the quality of the number and prevents the team from receiving a thousand responses in the same minute.
Send to a small group, see the response rate and the content of the responses, and only then release the rest. A bad campaign for a hundred contacts is a lesson; for ten thousand, it's a crisis.
How many arrived, how many were read, and how many generated conversation. It's the third number that indicates if the campaign worked — the first two only show that it went out.
Peça um diagnóstico gratuito e descubra como o Disparador de WhatsApp em Massa pode transformar seu atendimento.
Segments
The accounting office formats that earn the most with segmented mass sending.
Equipes de 2-10 pessoas
Lack of organization in communication with clients about documents leads to missed opportunities and daily rework.
Equipes de 10-50 pessoas
Increasing demand volume exceeds the team's capacity to manage accounting demands with quality.
Operações com 3+ locais
Standardizing service across branches and maintaining uniform quality is challenging without centralization.
Starting from 3 users
You have a large base of old clients that no one has contacted for months because calling them one by one is unfeasible.
Starting from 3 users
Lose revenue due to absence and need to confirm dozens of appointments per day without occupying the reception.
Starting from 3 users
They need to inform about timelines, instability, or changes before the client finds out on their own and opens a ticket.
Starting from 3 users
They concentrate billing on a few dates and need to activate the entire base in a short window.
Starting from 3 users
They need to reach out to the entire overdue portfolio, not just the contracts that the team can call.
Starting from 3 users
Lose clients due to silence in the week of expiration, with a date that has been known for a year.
Starting from 3 users
They need to notify specific groups — a class, a block, a category — without sending to everyone.
Starting from 3 users
They depend on notifying the list at the exact moment of opening, with only a few hours of window.
Starting from 3 users
They want to hear from the customer after delivery, at scale, without hiring people just to ask.
What sets us apart
What's included in the plan for accounting firms.
Messages sent via Meta's authorized API ensure your account will never be banned for bulk sending.
Include variables such as name, company, and specific data in each message even in bulk sends.
Filter recipients by tags, behavior, last contact date, and custom fields.
Manage contact preferences automatically, respecting LGPD and WhatsApp policies.
Ecosystem
Connect Nexloo to the tools you already run on, without friction — more than 5,000 apps available to extend your support hub and automate the work around it
Where the conversation flows to
Where the lead comes from, and where the team works after
What's changing
The monthly collection is the most predictable process of the office and the one that consumes the team the most. Charging one by one doesn't scale; charging those who are pending, by campaign, scales and is more courteous.
In practice
Three campaigns per month — opening, reminder, and eve — cover all collection without anyone typing a message.
Only those with missing documents receive, and the message specifies which document it is.
Deadline and what is missing are made explicit, without requiring the client to ask.
Those who respond with the file have their pending issue resolved and are removed from subsequent collections.
Status and time of each notification are recorded, and the discussion about "they didn't notify" ends.
FAQ
The most common questions about segmentation by pending issues, proof of sending, and confidentiality.
The Mass WhatsApp Sender for Accounting by Nexloo was specifically developed to meet the needs of the accounting sector. The solution sends bulk messages via WhatsApp Business API securely and scalably, tailored for accounting firms. In practice, accounting firms can set up the tool in minutes, connecting their support channels and customizing flows for communication with clients about documents. The system learns from interactions and becomes more efficient over time, allowing your team to focus on managing accounting demands instead of repetitive operational tasks.
Yes, Nexloo offers a 7-day free trial with full access to the Mass WhatsApp Sender for Accounting for accounting firms. Professionals in the accounting sector can set up the system, connect preferred channels, and test with real communication demands with clients about documents without financial commitment. No payment information is required to get started. After the trial, flexible plans cater to everything from individual firms to networks with multiple units, scaling as needed. Our team supports accounting firms throughout the evaluation to ensure full utilization of the resources available for the sector.
Connecting the Mass WhatsApp Sender for Accounting with tools used by accounting firms is done without the need for programming. Nexloo offers ready-made connectors via Zapier and webhooks for the most popular systems in the accounting sector, as well as a RESTful API for specific integrations. Accounting management, scheduling, financial, and marketing software can be integrated directly. For accounting firms with proprietary systems, the API documentation allows technical teams to create custom connections. Our technical support assists with each integration at no additional cost.
The initial setup of the Mass WhatsApp Sender for Accounting for accounting firms takes between 10 and 30 minutes for the basic version. The process includes creating an account, connecting communication channels, and customizing automatic messages for the accounting sector. Advanced features such as complex automations and integrations with specific accounting firm systems may take 1 to 3 days for complete setup. Nexloo provides pre-configured templates for the accounting sector that significantly accelerate the initial setup and reduce the learning curve.
Absolutely. The Mass WhatsApp Sender for Accounting meets specific security requirements for accounting firms, operating in full compliance with LGPD. Communications are protected by encryption at all stages. Granular access control allows defining which employees can view sensitive client data in the accounting sector. Features like automatic consent, opt-out, and data deletion meet regulatory obligations without operational effort. Servers with international certifications provide additional protection for information handled by accounting firms.
For accounting firms, sending messages manually consumes hours, has limited reach, and does not provide metrics. The Mass WhatsApp Sender for Accounting allows communication with the entire client base in the accounting sector simultaneously, with individual personalization through specific communication variables regarding documents, optimized scheduling for peak engagement times for accounting firms, and detailed reports. All via Meta's official API, with no risk of being banned.
Initial results with the Mass WhatsApp Sender for Accounting are visible within the first 48 hours, especially in response speed and organization of support for accounting firms. Productivity metrics and reduction of manual tasks appear in the first week of active use. The impact on revenue and client retention in the accounting sector typically solidifies between 2 and 4 weeks, as the team masters the tool and automations are refined. Positive ROI is often achieved within the first month for operations with a regular volume of interactions.
Last step
A short conversation to assess how many document requests your office makes per competency.
No commitment. One conversation to map where your operation is losing sales.
A free assessment of your operation
No commitment. We show you where your operation is losing opportunities and which plan fits where you are now.