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.
A typical scenario
In a twelve-person firm with 400 client files, busy season turns the switchboard into a bottleneck: every “where are my accounts?” call interrupts someone mid-review.
- 01
On a Sunday evening in March, a client needs a tax-compliance certificate for a tender — the agent finds it and sends it within the minute, for the right financial year.
- 02
On Monday, a company director wants to know whether her filing will make the deadline: the agent reads the countdown plan in the practice software and answers with the real state — documents received, review in progress — disturbing nobody.
- 03
On Tuesday, a question about switching tax regimes comes in: the agent rephrases it, attaches the file context and pushes it to the staff member in charge, who answers in five minutes instead of reconstructing the history.
What changes
Staff get back unbroken stretches of production time, and clients stop equating “reaching the firm” with “waiting three days” — precisely during the months when the relationship is decided.
Order of magnitude
Working assumptions
- →around 800 client requests per month from January to May (calls and emails combined)
- →six in ten purely factual: progress, documents, deadlines
- →an average of 5 minutes’ handling each
Close to 480 requests a month absorbed with no human involved — roughly 40 staff hours returned to production in each month of busy season. An estimate, to be adjusted against your actual flow.
Indicative estimate built on average sector assumptions — it gets recalibrated on your actual volumes during scoping.
What eats your days
- →
Client documents arrive loose by email, and staff spend their mornings filing instead of producing.
- →
The firm’s own fees are chased last — the cobbler’s children go barefoot on receivables too.
- →
A file falling behind only becomes visible close to the deadline, when it is too late to smooth the workload.
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.
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.
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