Empower Your Accounting Firm with AI
Accounting AI is built to assist accountancy practices by answering FAQs, directing clients to services, and streamlining the scheduling process. Designed to support - not replace - your team.
Instant Client Support
Provide 24/7 assistance with accurate responses to common accounting queries, such as tax deadlines, VAT rules, and bookkeeping basics. Keep your clients informed and supported whenever they need it.
Effortless Lead Generation
Capture client details seamlessly during interactions, qualifying leads automatically and ensuring your team can focus on closing deals. Showcase your services like tax planning or payroll management to convert inquiries into opportunities.
Automated Scheduling
Simplify appointment booking by letting clients schedule consultations directly through the bot. Fully integrated with your calendar, it eliminates the back-and-forth and keeps your team focused on high-value tasks.
How It Works
License AI in 3 Steps:
Choose Your AI
Select our pre-built Accounting AI solution, tailored for the needs of accounting firms.
Customize
We’ll brand the bot to reflect your firm’s logo, colors, and voice for a seamless client experience.
Deploy
Launch the AI to start providing instant support, generating leads, and scheduling appointments.
What Happens Next?
After purchasing your Accounting AI solution, you’ll have two options for ongoing management:
Self-Service Management
Take full control of your AI bot using our platform. Update data, customize responses, and manage integrations easily.
Fully Managed Service
Let us take care of it all. We’ll provide detailed reports, analytics, and ongoing optimizations for great results.