AI support desk for accounting firms
A firm’s clients always ask the same questions: where are my annual accounts, when is my next VAT deadline, how do I send you this invoice. Every call interrupts a staff member mid-production, especially from January to May.
In your day-to-day
- 01
Immediate answers on file progress — documents received, work in progress, date of the accounts meeting — without disturbing the staff member.
- 02
Sending recurring documents on request: certificates, the latest filed return, the client’s tax calendar.
- 03
Substantive questions (tax options, VAT thresholds, hiring): handed to the staff member in charge with the question rephrased and the context attached.
How it works
- 1
The agent learns your business
It is fed your real sources: FAQ, documentation, ticket history, business rules. It only answers what it can source — no improvising.
- 2
Autonomous resolution, fenced
Recurring requests — tracking, invoices, procedures — are resolved end to end. Anything outside the fence goes to the human queue with a sourced draft reply already written.
- 3
Supervision and continuous improvement
Every conversation is reviewed by our engineers in the first weeks. The autonomous-resolution rate rises as the agent earns reliability — never the other way round.
Typical results
60%
of tickets resolved with no human involved, observed in production
3 min
first response, 24/7
×3
handling capacity for the same team
Orders of magnitude observed in production; your diagnostic sets your own baseline and targets.
Frequently asked questions
Could the agent give wrong tax advice in my name?+
No — that is a design boundary: it answers factual matters — file status, documents, deadlines — and hands any question of interpretation or advice to your staff. A firm carries professional liability; the agent never crosses that line.
Can it answer during busy season without misstating deadlines?+
It reads the real state of the file in your practice software and never promises a filing date the schedule does not confirm. If a file is waiting on documents, it says so — and takes the opportunity to request them.
What if the agent does not know the answer?+
It says so and hands over: the ticket goes to the human queue with a sourced draft and the full conversation context. A reliable agent is one that knows its limits — that is a design rule, not an option.
Which channels can the agent answer on?+
Email, website chat, WhatsApp, or your existing ticketing tool (Zendesk, Freshdesk, shared inbox…). It works where your clients already write.
Is this the problem eating your team’s time?
Tell us how you work today — 30-minute call, then a free written diagnostic of what this agent would change for you, with numbers.
Get my free diagnostic