Accountants, Never Miss a Deadline Again with the Client Chaser & Notifier Agent
If you’ve been following along with houbeanie’s journey, you’ll know we’ve been busy building an AI agent that’s designed to make accountants’ lives easier — one prompt at a time.
Currently available as part of our open beta, houbeanie is your behind-the-scenes assistant that helps you stay productive, proactive, and perfectly organised. From managing client queries to creating reports, houbeanie’s array of prompts are designed to simplify the everyday tasks that can easily eat up your time.
And today, we’re introducing one of our favourite use cases: the Client Chaser & Notifier Agent — your new best friend when it comes to client follow-ups.
The Use Case: Client Chaser & Notifier
Let’s be honest — chasing clients for missing information or overdue tasks isn’t anyone’s favourite part of the job. It’s time-consuming, it breaks your flow, and it’s not exactly what you trained for. But it is essential for keeping things on track.
That’s where houbeanie’s Client Chaser & Notifier Agent comes in.
This prompt takes on the admin-heavy task of identifying incomplete or overdue client work and automatically drafting polite, professional reminder emails — so you don’t have to.
Here’s how it works:
Setup (just once!)
Export your client task list from your CRM into Excel.
Upload the file into houbeanie.
Paste in a pre-prepared prompt to give context.
Update “today’s date” so houbeanie knows what’s overdue.
Then, let the magic happen.
With prompts like:“List all incomplete or overdue tasks from the uploaded Excel sheet and draft reminder emails for each client.”
“Create a professional but friendly reminder email for all overdue client tasks.”
“Generate polite nudges for tasks that are due this week.”
houbeanie gets straight to work — scanning through your data, identifying what’s missing, and preparing ready-to-send emails addressed directly to your clients.
Each message is crafted to be professional yet friendly, giving that perfect nudge without feeling like a nag.
Why You’ll Love It
The Client Chaser & Notifier isn’t just about convenience — it’s about peace of mind.
✓ Save Time – Forget scrolling through spreadsheets or toggling between CRMs. houbeanie finds what’s overdue and drafts the messages for you.
✓ Stay Organised – Get clear, concise lists of incomplete tasks and who’s responsible.
✓ Look Polished – Every reminder email is written in a professional, approachable tone that keeps client relationships strong.
✓ Reduce Admin – Spend less time chasing and more time delivering high-value client work.
houbeanie even supports UK date formatting and allows for fully customisable tone and content — so your messages always sound like you.
A Step Toward Smarter Accounting
With the Client Chaser & Notifier, you’re not just saving time — you’re transforming how you work. The agent takes away one of the biggest pain points for accountants: the endless cycle of reminders and follow-ups.
By automating your client chases, you can focus on the tasks that truly matter — advisory work, strategic thinking, and building stronger client relationships.
Reminder: houbeanie’s open beta is now live, and we’re inviting accountants and bookkeepers to be part of the next chapter of automation in accounting.
👉 Want to see it in action? Get in touch today to join the open beta and experience houbeanie’s Client Chaser & Notifier for yourself.
Because with houbeanie on your side, you’ll never have to chase clients again — it’ll chase for you.
