What Sofia does with a new client, in three exchanges.
Sofia is Mandato's WhatsApp intake assistant for accounting firms of 1 to 10 people in British Columbia. When a new client writes, she asks what they need, collects the details the firm needs before a first call, and leaves the owner a one-line summary. This page shows her work before it asks you for anything.
A demonstration conversation from Mandato's evaluation suite, October 2026, reproduced exactly as recorded. Across the three exchanges the scripted visitor gives the service, an email and the qualifying detail; the owner summary Sofia produced when the intake closed is at the right. A scripted visitor; Sofia's replies are her own, lightly formatted for the page.
Jamie Park needs corporate income tax preparation for an incorporated consulting company with December 31 year-end.
Clients can write in Portuguese
Sofia answers in the language the client writes in. From the same evaluation suite, measured on October 28, 2026 on the code now serving firms: a scripted visitor writes in Portuguese, Sofia answers in Portuguese, and the owner summary is written in Portuguese too. Two exchanges, reproduced as recorded.
Ricardo Melo precisa de declaração de imposto de renda para sua empresa Padaria do Vale.
Try it as your own client
Chat as a client, and see the summary a firm owner wakes up to.
Open the demoWhat happens if you ever test it for real
Nobody goes from this page straight to live clients. A real test moves through five steps, in this order, and you can stop at any of them.
- 01
The demo
The one on this page, which needs no account. You play the client and read what the owner would get.
- 02
An owner self test
The demo on this page is that test: you chat with Sofia as if you were one of your own clients, and read the summary the owner would wake up to, before any client of yours ever meets her.
- 03
A separate, scoped test line
Sofia starts on a test number of her own. Never your firm's main number first.
- 04
Named supervision in the first week
A person reviews every conversation Sofia has that week. That person is named on this page.
- 05
Stop and delete, at any time
You can end the test whenever you want, and the test's data is deleted.
CA$129 per month, flat
- 14 days free
- No card required
- Cancel anytime
Your data, in Canada, under PIPEDA
Conversations and contact details are stored in a database hosted in Canada, and Mandato's server runs in Toronto. Mandato's privacy policy is written to meet PIPEDA, Canada's federal privacy law for private businesses.
Some of that information may be processed outside Canada by the service providers Mandato relies on. WhatsApp messages travel through Meta, which runs WhatsApp. Conversations are processed by an AI model provider, Anthropic, whose model writes Sofia's replies and the owner summary. Alert emails to the firm owner are delivered by an email provider, Resend.
Sofia is instructed never to give professional advice or quote fees. A conversation with her does not create a professional-client relationship: she is instructed never to suggest that an engagement has started, because only the firm can confirm one.
Conversations in the public demo are deleted automatically after 7 days. If you leave your email at the end of the demo, that email record is kept after the conversation itself is gone. A contact left with the form on this page is kept until you ask for it to be deleted.
Data is deleted on request, and that is a commitment from Mandato and from the firm alike: a client can ask the firm, anyone can ask Mandato at [email protected], and the data is deleted.
The full policy, with each provider and its processing region, is the privacy policy.
How Sofia is doing
Sofia is measured on a fixed suite of 116 scripted enquiries, each run three times. The latest full measurement ran on October 28, 2026, as a before and after pair around the repair described below; the after side is the exact code now serving firms. In it, she replied in the client's own language in all but one of the 348 test conversations, and when a conversation signals urgency, the firm's owner is alerted as soon as the intake completes, with the thread flagged until the owner acknowledges it.
The largest failure class in that measurement was the shape of her replies. On the previous code, 124 of the 348 test conversations lost at least one turn because a reply arrived in a shape the system could not use, and a prepared fallback answered instead. The repair went live the same day. On the repaired code, no test conversation lost a turn that way: 0 of 348. On the suite's strict bar, where a conversation passes only when every check in it passes, the repaired code passed 139 of 279 scored conversations and 40 of 69 held-out ones, up from 109 and 31 on the previous code. What still fails is mostly judgement inside the intake. The clearest remaining class is narrower: when a client switches language mid-conversation, she can still lose the thread of the intake, even though her replies stay in the right language.
That repaired code has served the public demo since October 28, 2026. Its post-deployment smoke conversation passed in full, and the production failure log has recorded no unusable reply shape since. That is one smoke conversation and the first days of metering, early evidence rather than a track record, and it is why no firm meets Sofia unsupervised: in the supervised test this page offers, a person reads every conversation the same day, and anything she got wrong is corrected by a human before it can reach a client.
Who is accountable
A real person answers for every test of Sofia. If one starts at your firm, he supervises it himself in the first week, and he is the one you hold to the terms on this page, stop and delete included.
Mandato is built by George Véras, a software engineer who has spent over a decade shipping bilingual, compliance-first software, including a digital-identity platform used by millions of Brazilians.
He started Mandato after watching good firms lose good clients to a single slow reply. He works in English, French, and Portuguese, the same three languages Mandato speaks to your clients.
Leave a contact
When supervised test slots open, the people who left a contact here hear first. No test starts from this form, and nothing is sent to you because you filled it in.