Answers customers, sells and gives you your time back

WhatsApp chatbot for accountants in Brazil, with your business's Brain

What CertuAI measured on the WhatsApp of 67 businesses

Across the 67 businesses that answer with CertuAI's AI, 32.5% of the 122,720 customer messages arrived outside Monday to Friday, 8 a.m. to 6 p.m. (July 30 to September 30, 2026). Half of the AI's replies went out within 11.7 seconds, and 9 in 10 within 20.7 seconds (38,908 replies). 34.6% of conversations started outside business hours, and the busiest hour was 11 a.m.

CertuAI WhatsApp Customer Service Index, Q3 2026: All businesses
What was measured	Result	Base
Customer messages outside Monday to Friday, 8 a.m. to 6 p.m.	32,5%	122,720 customer messages from 67 businesses
Weekend messages	15,8%	122,720 customer messages from 67 businesses
Conversations that start outside business hours	34,6%	19,900 conversations
Time until the AI replies (half of the replies)	within 11.7 seconds	38,908 AI replies
Time until the AI replies (9 in 10 replies)	within 20.7 seconds	38,908 AI replies
Hour of the day with the most customer messages	11h	122,720 customer messages from 67 businesses

Source: CertuAI's customer service database, aggregated numbers only, no conversation read by a person; no imported history, no test contacts and without CertuAI's own sales chats. July 30 to September 30, 2026, measured on Oct 9, 2026. Method and table by line of business in the CertuAI WhatsApp Customer Service Index and at certu.com.br/dados.

Named customers, Jul 30 to Oct 10, 2026

Customer	Customer messages	AI replies	Conversations handled	Outside business hours	AI replies in (median)	Days with messages
JP Gás Água e Rações gas and water distributor	42.832	23.351	6.479	33,6%	9,8 s	70
CEMIP medical clinic	12.472	6.484	2.436	18,7%	11,4 s	37
Nikiti Auto Center auto center	4.912	3.548	900	19,5%	14,4 s	47
Imobiliária Rodrigues & Ribeiro real estate agency	6.090	2.759	823	33,2%	18,4 s	34
Alpha RH human resources	3.082	1.666	721	27,5%	15,6 s	52

Operating numbers from each account's dashboard, same yardstick as the Index, measured on Oct 11, 2026. Published with each owner's permission. Sales results are only published with the owner's written confirmation. Full list at certu.com.br/casos.

What CertuAI customers wrote

CertuAI brings together in one place features that would normally require several tools. Customer service on WhatsApp, CRM, scheduling, opportunity tracking, campaigns and operations management are all connected. Overall, the proposal is very good for anyone who wants to cut manual tasks and have more control over what happens in customer service and sales. [...]

Marcelo Vieira · Trustpilot, Oct 4, 2026 · 5 out of 5 · excerpt

Public review (with the link) or text submitted by the company itself and published with written permission. The rating only appears when the source has a rating.

Written by Bernardo Villela, CEO of CertuAI

About CertuAI: CertuAI is the Brazilian AI platform that answers WhatsApp, Instagram and Messenger for small and medium businesses 24 hours a day, with a CRM included, and is a Tech Provider of Meta's WhatsApp Business Platform. Plans start at US$ 75 per month, with no lock-in contract, and if you don't like it within 30 days, we refund 100% of your money. Create my agent

At the start of every month the firm becomes a document collection center. The agent requests the documents, answers "how do I open an MEI" and presents your fees while you close the payrolls.

Create my agent

Before that, see the AI agent demos and the CRM with service provider examples.

What is the best WhatsApp chatbot for accountants in Brazil?

The best WhatsApp chatbot for accountants in Brazil is the one that answers on the number the firm already uses, with the business rules written by you. An AI agent on WhatsApp for accountants is CertuAI's automatic assistant. It requests statements, invoices and payroll at the start of the month and follows up with whoever is late, answers on its own the questions about opening an MEI (Brazil's micro-entrepreneur registration), switching accountants and tax deadlines, and presents your fees while the firm closes the payrolls.

Summary in 7 facts

At the start of every month the firm becomes a document collection center.
The agent requests the documents, answers "how do I open an MEI" and presents your fees while you close the payrolls.
Before that, see the AI agent demos and the CRM with service provider examples.
The best WhatsApp chatbot for accountants in Brazil is the one that answers on the number the firm already uses, with the business rules written by you.
What changes is who answers first: the message no longer waits for you and is answered right away.
These are four everyday situations at the firm before and after the CertuAI agent.
The agent wins at repetitive tasks, and the person keeps winning at what takes judgment.

By the numbers

Number	What it means
US$ 75 per month	The Start plan costs US$ 75 per month and already includes the WhatsApp agent, your business's Brain, the CRM, automatic follow-up and the AI assistants, which come with every paid plan.
US$ 120 per month	Pro costs US$ 120 per month and adds the landing page, the wallet and 10 people on the team instead of 5.

What changes at the firm with an AI agent?

What changes is who answers first: the message no longer waits for you and is answered right away. These are four everyday situations at the firm before and after the CertuAI agent.

TodayA client asks how to open a company and the answer turns into a phone lesson

With CertuAIThe agent explains the step by step, what you need from them and already books the conversation

TodayThe team chases statements and invoices client by client

With CertuAIAutomatic document collection, with a reminder for whoever hasn't sent

TodayIncome tax season: the phone doesn't stop

With CertuAIThe agent answers deadlines and required documents and organizes the queue

TodayThe fee proposal takes time and the lead goes cold

With CertuAIFee ranges by company size presented right away, meeting booked

What does a conversation handled by the AI look like?

Example conversation

The firm's AI agent

Customer: How do I switch accountants?

AI agent: Switching accountants works like this: what you set up. Can you tell me the type of company, the revenue and the current tax regime?

AI agent: With that, I'll book the closing conversation. I have your open times.

An example built from the questions on this page, not a real customer. The highlighted parts are what you write in the Brain: price, hours and your business's rules.

Is an AI agent or manual customer service better for accountants?

The agent wins on repeated tasks, and the person keeps winning on anything that takes judgment. With manual service, someone at the firm has to stop what they are doing; with the CertuAI agent, the reply goes out on its own and you step into the conversation whenever you want.

Aspect	The manual way	With the CertuAI agent
Document collection at the start of the month	The firm becomes a collection center and someone spends the day chasing statements	The agent asks everyone on the same day and politely follows up with whoever is late
Question about how to open an MEI or a company	Ties up a qualified person with the same explanation every week	Answered on its own, the way the firm answers
Prospect wanting to know the monthly fee	Waits for the month-end close to pass to get a proposal	Gets the range and the format right away, and reaches you qualified for your proposal
Tax deadline approaching	Only remembered by whoever has the client in their head	You send the deadline notice to the whole client list at once
Client asking to switch accountants	Process explanation repeated from scratch at every contact	Step by step answered the same way every time

What does the WhatsApp agent do for accountants?

It does the customer service that is yours today. You teach the business once in the Brain, CertuAI's knowledge base, and the agent answers clients your way, with your rules.

New client triage

Type of company, revenue, current tax regime, what they need. They reach you qualified for your proposal.

Document collection

Statements, invoices, payroll: the agent asks at the start of the month and politely follows up with whoever is late.

Recurring questions

Opening an MEI (Brazil's micro-entrepreneur registration) and a company, switching accountants, tax deadlines, what pro-labore is: standard answers written by you.

Meeting schedule

Books the closing conversation with real times.

Deadline notices

You send the deadline and delivery notice to your whole client list at once.

What questions do clients send on WhatsApp?

They are always the same, and the agent answers each one on its own. These everyday firm messages no longer depend on you having your phone in hand.

How much does it cost to open a MEI (Brazilian micro-entrepreneur registration)? What is the monthly fee for a small company? How do I switch accountants? Which documents do you need this month? What's the deadline to file my income tax return? Do you work with Simples Nacional (small business tax regime) companies?

How does the agent start answering at the firm?

In three steps, on the same day. No installation, no code and no changing the number clients already know.

Teach your business

In one conversation, you explain services, prices, hours and rules, as you would to a new employee.

Connect WhatsApp

Scan a QR code with the number your clients already know. Ready in minutes.

The agent answers

It answers right away, books, does follow-up and logs every contact in the included CRM. You can take over any conversation whenever you want.

How much does an AI agent on WhatsApp cost for accountants?

The Start plan costs US$ 75 per month and already includes the WhatsApp agent, your business's Brain, the CRM, automatic follow-up and the AI assistants, which come with every paid plan. Pro costs US$ 120 per month and adds the landing page, the wallet and 10 people on the team instead of 5. No lock-in contract and no setup fee.

Get started now

Create the agent and connect WhatsApp to see it working at the firm.

Create my agent

Accountant FAQ

Does the agent answer technical accounting questions?

It answers what you approve as a standard answer. Specific cases are passed to you with the context organized.

Is the document collection really automatic?

Yes. You define what to ask for and when, and the agent runs the conversations and shows you who is still missing.

Does it work for a firm with many clients?

Yes, the more clients, the more time the automation gives back. Conversations are organized by client.

How much does it cost?

In what other fields does the CertuAI agent work?

In any business that serves customers on WhatsApp, because the Brain is written by you. These fields have a day-to-day closest to yours.

AI agent for lawyers AI agent for despachantes (document processing agents) AI agent for insurance brokers AI agent for marketing agencies

Where can I read more about CertuAI's WhatsApp agent?

These pages explain the same agent from another angle: how it works, price, common questions and comparisons between platforms.

In short

Chases the month's bank statements and invoices client by client, explains how to open an MEI (Brazil's micro-entrepreneur registration) and logs every request in the CRM while you close the period's payrolls.