Your AI Assistant for your Accounting business is ready to be trained and work.
Give your firm an always-on, compliant assistant that answers client questions, collects the right information, books calls, and keeps cases moving across WhatsApp, email, and your website. Launch in days, not months.
Why accounting firms choose our AI Agent
Always-on client service
24/7 replies on WhatsApp, website chat, and email triage. Instantly answers common queries about Self Assessment, VAT, payroll, deadlines, and document requirements.
Faster decisions, fewer back-and-forths
Guides clients to the exact next step—what to upload, which form to complete, or when to book a call—so work can start sooner.
Lower admin load for your team
Handles FAQs, document checklists, deadline reminders, and basic quote capture autonomously. Escalates only when human judgement is needed.
On-brand and professional
Keeps your tone of voice consistent. Clear disclaimers ("general guidance only") and safe defaults built in.
Measurable impact
Track response times, completed document requests, booked meetings, and pipeline value. All tagged by channel with UTMs.
What are AI Agents?
They're tireless digital employees focused on specific workflows: they interpret messages, make small decisions, execute tasks (send links, collect details, book calls), follow your playbooks, and keep learning from safe, approved knowledge.
Meet Alice: Your AI Accounting Concierge
John is our specialized AI Agent for accountancy. He explains deployment, integrations, features, and how the assistant can transform client comms from first contact to signed engagement.
How it works (simple)
01
Plug in your basics
We onboard your "AI employee": services, fees ranges (optional), opening hours, service areas, links (Companies House/HMRC), your brand tone, and escalation rules.
02
Connect channels
Add the Agent to your website chat, WhatsApp Business, and (optionally) email triage. Integrate with your CRM and file-request tools.
03
Go live and learn
We monitor transcripts, tighten answers, add guardrails, and tune prompts for accuracy. You get a clean dashboard with real-time results.
Onboarding typically takes 5–8 days from briefing to full deployment across channels.
Safety, compliance & governance
GDPR-first
UK/EU data handling, configurable retention.
Human-in-the-loop
Smooth handover for advice-level matters.
Read-only ingestion
The Agent learns from your docs without training external models.
Auditability
Transcripts, actions, and routing are logged.
Disclaimers by default
"General information only—please book a call for tailored advice."
Results you can expect
↑ Response speed
instant answers to routine questions (even out of hours).
↓ Email ping-pong
fewer chasers for missing documents.
↑ Qualified pipeline
more booked calls with the right prep completed.
↑ Team focus
staff spend time on advice, not admin.
Set-up options
Pilot (single office)
- Website chat + WhatsApp integration
- Core service knowledge (Self Assessment, VAT, Payroll, Accounts)
- Document checklists
- Weekly tuning for 4 weeks
- Basic reporting dashboard
Perfect for independent firms or first deployments.
Multi-office / Scale
- Everything in Pilot
- Multiple locations, service variations, and time windows
- Deeper CRM and file-request integrations
- Team playbooks and training
- Advanced reporting (SLAs, conversion by channel)
Perfect for growing practices and networks.
No long-term contract required for pilots. Custom quote based on footprint and integrations.
Example conversations
Client: "What do you need for my Self Assessment?"
Agent: "Generally: your UTR, NI number, income sources (employment, self-employment, dividends, rentals), and relevant statements. I can send a secure upload link and a short checklist—would you like that, or prefer to book a call?"
Client: "Do I need to register for VAT?"
Agent: "If your taxable turnover exceeds the VAT threshold or you expect it to, you likely need to register. I can share HMRC guidance and a quick questionnaire. For tailored advice, shall I book you in with an accountant?"
Client: "Can you give me a fee?"
Agent: "I can take a few details for a quote and pass them to the team, or we can book a quick call to confirm scope. What do you prefer?"
Pricing
£1,290
Setup (Pilot)
One-off project fee covering: initial consultation, knowledge base setup, system integration, comprehensive testing, staff training, and full deployment across your chosen channels.
£590
Basic subscription
Per month (includes hosting, updates, tuning, reporting). Covers 1 AI agent with 5,000 messages guaranteed per month. Includes basic integrations - advanced integrations and higher message volumes available as add-ons.
Add-ons: extra agents, channels, bespoke integrations, analytics pack.
CANCEL ANYTIME
Short FAQs
Does this replace staff?
No. It handles repetitive admin and triage so your team can focus on advisory work. Complex matters are escalated.
Will it match our tone?
Yes. We train it on your style guide and add guardrails to keep responses professional and on brand.
Is it safe with client data?
Yes. GDPR-aligned practices, configurable retention, and human approval where needed.
How fast is set-up?
Usually 3–5 days after we receive your service details, links, and brand guidelines.
See it in action
Want your own "AI employee" helping clients this week? Book a 15-minute demo and we'll show it working with your services, links, and checklists—plus real conversation examples.
Useful AI, shipped fast, governed well. We help restaurants adopt AI safely with custom agents, smart automation, and proven playbooks.
Trust & Safety
- GDPR-first
- Read-only ingestion
- No provider training
- Human-in-the-loop
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