Bank statementsReceived
Sales recordsReceived
Supplier invoiceRequested
Meet Aera, your accounting manager.
Client requests, missing records, and progress updates, handled. Aera is an AI manager that coordinates the administrative work around your accounts, so you can focus on the work that needs your expertise.
Hey Aera, collect Cedar Studio's monthly records and keep the document pack up to date.
Your Manager
Your ManagerThe client pack is delivered.
I filed the records and sent you the collection status. One supplier invoice is missing; I've asked the client for it.
You set the requirements. Aera handles the collection.
Give your Manager the client's contact details and the records you need. It coordinates the requests, files what arrives, and checks the collection against your list.
Collect Cedar Studio's records for last month. File the originals and let me know what's still missing.
Your Manager
Which records should I collect, and who should I contact?
Bank statements, sales records, and supplier invoices. Nina handles the documents at Cedar. Use our collection folder.
Your Manager
I'll coordinate the client requests, organize each original, and report which records have arrived and which still need a follow-up.
Client correspondence
Send the document request and follow-ups.
Document filing
Keep originals in the right client folder.
Collection checks
Compare received files with your required list.
The records are filed. The missing item is clear.
Aera sends the client request, organizes the replies, and delivers a linked document pack. You can see what is available and what Aera is still collecting.
Aera's request to NinaSent
Hi Nina, please send last month's bank statements, sales records, and supplier invoices for Cedar Studio. I'll collect them in your client folder.
Cedar Studio · Last month
Your client document pack
| Record | Collection status | Original file |
|---|---|---|
| Bank statements | Received | bank-statements.pdf |
| Sales records | Received | sales-records.csv |
| Supplier invoice | Requested | Supplier invoice for the studio materials order. |
Aera sent a follow-up to Nina.
Your Manager
Your pack is delivered. Bank statements and sales records are filed; the supplier invoice is outstanding. I sent Nina a focused follow-up and will update the pack when she replies.
The client replies. Aera finishes the collection.
A new attachment doesn't become another task in your inbox. Your Manager files it with the right client, updates the collection status, and sends you the change.
Nina replies
Here is the supplier invoice for the studio materials order.
Aera filed the original
Cedar Studio / Monthly Records / Supplier Invoices
supplier-invoice.pdf
Collection status updated
Supplier invoice: requested → received
Receipt confirmation sent to NinaYour Manager
The missing invoice is now filed.
I added Nina's invoice to Cedar Studio's pack and marked it received. Everything on your collection list is now there, ready for your review.
A Manager for more of your accounting work.
Client record collection is one example. Aera can coordinate the requests, records, and routine communication that support your practice.
Keep client requests moving
Aera sends document requests, follows up on missing items, and gives you a clear account of what has arrived.
Keep records easy to find
Aera organizes client files, retains their originals, and updates the document index as new information arrives.
Keep everyone informed
Aera gathers collection progress, sends client status updates, and brings open questions back to the right person.
More time for your clients. A Manager for the follow-through.
Let Aera coordinate the requests, records, and updates that keep your practice moving.