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AI Applications
1. 🤝 Aircall automates call handling and logging, ensuring small accounting firms track client conversations accurately, respond faster, and improve client communication and retention.
2. ⚡ Folk streamlines lead research and follow-up using AI enrichment and collaborative pipelines so accounting firms can build a predictable pipeline and focus on high-margin clients.
3. ⚡ Text App streamlines client support using an AI-powered workspace to automate routine communication tasks, enabling firms to respond faster and save significant billable hours.
4. ⚡ Snowfire AI analyzes documents and financial data so accountants accelerate reconciliations, prevent errors, and free capacity for advisory and client coaching.
5. 🤝 Notta transcribes and summarises client calls and team meetings so your firm tracks action items, improves response time and eliminates lost information from email chains.
6. 🤝 ActiveCampaign automates personalized email, SMS, and WhatsApp communication and client engagement to build a predictable lead pipeline and respond faster with proactive status updates.
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Presented By
Dext: Less Manual Entry, More Accuracy
Month-end closing. A pile of receipts from three different trips. Invoices forwarded from vendors that need manual entry before Friday.
Dext automates the bottlenecks:
→ Extracts invoice details with 99% accuracy
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Over 700,000 businesses stopped chasing paper receipts.
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