Quatrum Contabilidade: AI customer service on WhatsApp

Anyone who has needed a tax form at short notice knows the routine: message the accountant, wait for office hours, get the PDF hours or days later. For the accounting firm it is the same pain from the other side: repetitive requests arriving every day, competing for the attention of a team that has real technical work to do.

Quatrum wanted to serve its clients at the speed a modern service implies, without growing the team in proportion to the volume of requests.

Zorgen built QIA, an AI assistant that serves the firm's clients directly on WhatsApp, the channel they already use.

QIA delivers tax forms on the spot, flags when one is overdue and offers a reissued, up-to-date version. It finds documents by the name the client actually uses, in natural language: past forms, receipts, filings. It answers questions about deadlines and obligations from the firm's real data.

Before sending a sensitive document, QIA verifies the client's identity against the registered tax ID. When the matter needs an accountant, the conversation is handed to Quatrum's team with the full context, so the client never repeats the story.

Behind QIA is archon, Zorgen's AI agent platform: each firm is a configuration, with its own identity, data sources and rules, rather than a project from scratch.

Requests that used to wait for office hours are resolved in seconds, at any time of day. Quatrum's team moved out of the document-dispatch role and spends its time on advisory work, where it creates more value for clients.