Hey, !
Welcome back to AI Accounting Daily.
I used to be the person half-listening, half-typing. Trying to capture everything. Missing the important stuff anyway.
Then afterward, scrambling to remember who said what. Sending follow-ups with gaps.
Getting the "wait, I thought we agreed on X" emails.
That's not productivity. That's survival mode.
So I stopped. Now I use MeetGeek. The AI joins my calls automatically.
Records. Transcribes. Summarizes. Pulls out action items.
I forward the notes. Colleagues think I've become a different person.
Get MeetGeek. Take the credit.
1. ⚡ SmartReach automates personalized email outreach and follow-up sequences so firm owners build a predictable pipeline of new leads without manually managing repetitive cold communications.
2. ⚡ CallHippo automates routine client interactions with AI-driven voice agents so accounting firms reduce missed calls, respond faster, and reclaim billable hours for high-value advisory work.
3. 🤝 Handwrytten automates personalized handwritten outreach so your firm deepens client-relationships, improves retention and differentiates your service in a crowded market.
4. ⚡ Process Street standardizes complex client workflows with AI-powered checklists to eliminate manual errors, ensure audit-ready compliance, and free partner capacity for high-value advisory work.
5. 🤝 Sellful manages your client review solicitation and referral workflows so your firm automates pipeline growth, increases predictable leads and reduces dependence on referrals.
6. 🤝 Predis.ai automates your client-review and referral-campaign content so your firm builds a predictable pipeline, gets more leads and reduces reliance on referrals.
7. 📊 Zoho Books streamlines invoicing, expense tracking and workflow automation so your firm standardises client data, reduces compliance friction and boosts advisory capacity.