

Presented By
I stopped listening to voicemails. Best decision I ever made.
47 voicemails last Tuesday. Rambling messages.
"Hey, it's me, call me back." No context. No callback number half the time. Just guilt piling up while I tried to do actual work.
That's not a system. That's a hostage situation.
So I stopped. Now Sona answers my calls. It's Quo's AI agent.
Sona picks up. Asks the right questions.
Sends me a summary: who called, what they need, how urgent. I read it in 10 seconds.
Follow up when I'm ready. No more decoding garbled messages at 9pm.
Try Quo. Kill the voicemail.
Latest in Accounting AI
Cuban to New Grads: Skip Big Tech, Go Small
The IRS Lost Staff. Collections Didn't.
AI Applications
1. ⚡ Trupeer automates the creation of tutorial videos and SOP guides from screen recordings so your firm up-skills juniors, standardises training and reduces partner review time.
2. ⚡ Custom GPT enables you to teach AI your firm’s processes, chat with client data and generate deliverables so your team ups-kills juniors, reduces partner review time and boosts margin per engagement.
3. 🤝 Ignition automates proposals, contracts, and upfront payment collection with AI pricing insights to eliminate accounts receivable and successfully package profitable advisory services.
4. 🤝 KrispCall centralizes client calls, texts, and recordings so accountants manage firm communications securely, maintain audit trails, and respond faster from one platform.
5. ⚡ Segmetrics tracks marketing funnel performance end-to-end so your firm analyzes lead origin, optimises conversion and focuses efforts on profitable prospects that drive advisory growth.
6. 🏦 Melio streamlines bill payments and invoicing, reducing manual transaction tracking and improving cash flow visibility for small accounting firms and their clients.
7. 📈 Martus applies AI to budgeting, forecasting, reporting, and cash flow processes, helping small accounting firms reduce manual work and improve data accuracy across clients.
