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Text Messaging for
Accounting & Billing

SMS for Accounting and Billing

The largest banks and financial institutions have been using text messages for years, and it's no surprise why. With a read rate five times higher than email, SMS is the most immediate, reliable, and attention-grabbing form of communication. And you don't have to worry about members deleting your app, as most customers opt-in to receive alerts anyway. The best and brightest accounting departments have started to mimic the big banks when it comes to using text messaging for accounting & billing clients.

How to Use Text Messaging for Accounting & Billing

  • Image of an appointment reminder sent via Trumpia

    Send Appointment Reminders and Alerts

    A missed appointment wastes everyone's time. With appointment reminders you can send alerts to everyone who has an appointment automatically. Cut down on the back and forth of appointment scheduling with two-way landline texting using our SMS marketing software. You can even include a link to your calendar so they can book an open spot by themselves. Tracking down late payments or missing paperwork can feel like a full time job. With SMS billing your accounting department can automatically send billing notifications whenever a customer or vendor needs to pay their outstanding balance.

  • Iphone text conversation of a consumer reaching out to customer service via SMS messages

    Increase Collections with SMS Messaging

    SMS messages are significantly easier to use and more efficient than other communication methods, which means sending texts to communicate with your customers will increase your ROI. Reps can only operate a single phone conversation at a time, and they can be intimidating and thus ineffective. Texting strikes the perfect balance between being more casual than a phone call, while still garnering 750% more responses than email, and at a 60 times faster rate.

    Reps can also handle multiple text conversations at the same time from the comfort of their computer. With all the time saved, your accounting team will need less reps on hand, cutting operating costs while simultaneously collecting more late payments. Texting is also great for sending late notices, as one Trumpia customer saw a 13% increase in collections when they changed to alerts over phone calls.

  • Image of a woman receiving a text and smiling

    Provide Better Customer Service With Texting

    The problem with telephones is not only can calls take ages, but your reps can only handle one customer at a time. Two-way text messaging strikes the perfect balance between being more casual than a phone call, while being more attention grabbing and getting 750% more responses than email, all while being 60 times faster to carry out customer service. Reps can also handle multiple text conversations at the same time from the comfort of their computer.

    64% of consumers prefer texting over talking on the phone. That's why landline texting is a game changer, giving you the power to text-enable the same business phone number that your customers already call into. Instead of placing your members on hold every time they call in, your service reps can reply to text inquiries right from our platform's web-based inbox, saving time and allowing them to help more customers at once and still provide personalized, one-on-one service.

  • Image of various people texting

    Improve Customer Loyalty Using SMS Messages

    The key to customer loyalty is great service, which includes fast and clear communication. Fortunately, payment reminder text services excel in this area. Accountants can implement two-way text messaging, enabling customers to quickly text in questions or request information from accounting departments, even while they're on the go. This SMS billing method of communication is less time-consuming than phone calls or emails, while still being discreet and personal. You should also target your messages to make sure your clients don't feel spammed by irrelevant messages.

  • Image of Two-factor authentication protecting login information

    Tighten Your Accounting Team's Security With SMS Software

    In light of large-scale data breaches and cyber attacks, building trust with your customers is paramount. Luckily, text messaging for accounting and billing departments is the perfect answer to help prevent fraud and improve member satisfaction.

    SMS is ideal for two-factor authentication as it adds another layer of security when creating or signing into an account and authenticating a new IP address. It reduces identity theft by requiring a one-time passcode that can be emailed or texted to your members. As an added layer of security, members can get a fraud alert on their phone if a suspicious charge is made on their accounts.

  • Workflow shows text messages being triggered by a subscriber's actions

    Harness the Power of SMS Automation

    Repeatedly answering the most frequently asked questions can be a big time waste for any accountant. "Can you send me a link to this or that form?" If you choose a provider like Trumpia, text message automation can answer these questions for you.

    Automation also lets you send messages based on customized conditions, like on each member's birthday, reminders for important deadlines, or any other notification rules you set up. An intelligent solution like Trumpia can send automatic reminders while you move them through things like the loan application process or tax planning, or follow up with members who have incomplete applications with our powerful click through and site tracking functionality.

    And with SMS integration with your accounting systems, you can plug powerful messaging API's like Trumpia's into your existing systems and take advantage of the power of the most effective communication channel: SMS.

Automated Use Case Templates for Billing

Trumpia's Workbench comes with prebuilt workflows specifically designed for accounting and billing teams. These include campaigns that our customers have used to great success. Start with any template and customize it for your unique use case and messaging.

  • Phone receiving a text iconSend Billing Reminders

    Automatically set up billing reminders that can be sent at certain intervals until payments are made.

    Icon of a text message donationSend Overdue Alerts

    Automatically send overdue notices if they failed to pay their bill. You can also forward contact information so they can discuss their overdue bill.

What Customers Are Saying About Trumpia


    "Trumpia offers a great software at a competitive price, but more importantly, we've been able to see measurable results."

    - Ryan Neergaard, PR and Media Coordinator for Napa Valley Wine Train


    "Initially when we first signed up, their training and onboarding helped us quickly learn everything we needed to know. And their support staff continued to be very helpful from then on, handling everything promptly and without any issues."

    - Kelly Orlando, Senior Campaign Management at RMG Mall Media

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