Industries / Consulting, accounting, architecture, recruiting, B2B services
Billable time is your product. Your agent team handles the work around it: qualifying inquiries, booking consultations, drafting proposals, onboarding clients and producing reports.
Revenue leaks
New business inquiries wait until a partner has time.
Proposals take days to write, and momentum fades.
Engagement letters, intake forms and access requests drag on.
Reporting and status updates eat into billable hours.
The agent team
Qualifies inbound inquiries and books consultations with the right partner.
Drafts proposals and SOWs from call notes and your templates.
Sends engagement letters, collects intake and sets up the client.
Sends project updates and answers routine client questions.
Builds utilization, pipeline and client reports automatically.
AI for accountants handles the work around the engagement: qualifying new client inquiries, booking consultations, sending engagement letters, chasing missing documents before deadlines, answering routine status questions and building client reports, with every financial action kept read-only or approval-based.
Named plays
More of the leads you already pay for become booked calls.
More open quotes turn into signed work.
Leaders see revenue, pipeline and agent impact at a glance.
A day in the life
An illustrative day showing how agents work together.
Yes. The agent drafts from your past proposals, pricing rules and call notes. A partner reviews and sends, typically saving hours per proposal.
We connect to common CRM, PSA and accounting tools, and use secure browser agents for systems without an API.
Each agent receives only the access it needs, data is encrypted, and all actions are logged. We review confidentiality requirements during the audit.
Free strategy call
30 minutes with our team. You leave with your top 3 agent opportunities and a clear plan.