Discover AI Tools for Your Practice

automates your client-and-prospect email campaigns and captures leads so your firm builds a predictable pipeline, improves engagement and reduces reliance on referrals.

generates precise formulas, VBA scripts, and Python models using AI so your firm automates complex spreadsheet tasks, reduces errors, and boosts productivity.

protects clients’ field operations with AI dash cams and GPS vehicle tracking, reducing insurance claims and lowering operational costs to boost client profitability.

automates website visitor identification and lead enrichment so firm owners identify high-intent prospects, build a predictable sales pipeline, and grow advisory revenue.

analyzes customer lifetime value and churn risk so accounting firm owners can prioritize high-margin clients and develop data-backed advisory growth strategies.

assists with drafting reports, proposals, and tax documents so firms reduce manual writing, accelerate deliverables, and maintain clear, professional client communications.

transcribes and summarizes meetings so accounting teams track client conversations accurately, reduce follow-up time, and improve communication clarity across the firm.

automates collection and processing of client invoices and receipts so your firm eliminates manual entry, improves accuracy and boosts margin per client.

automates personalized email, SMS, and WhatsApp communication and client engagement to build a predictable lead pipeline and respond faster with proactive status updates.

manages call‑centre and client phone workflows so your firm centralises communications, reduces missed calls and delivers responsive client service across borders.

standardizes onboarding and procedure documentation, reducing training time for new staff and upskilling juniors while maintaining consistent quality across small accounting firms.

automates global payroll and international compliance so firm owners hire borderless talent, eliminate misclassification risks, and manage distributed teams without complex legal overhead.

guides DIY filers with 24/7 AI-driven support, automating common tax questions and reducing errors while freeing accountants for advisory work.

powers empathic voice interfaces for client support so firms deliver more personalized, human-like responses while maintaining high-volume communication across all digital channels.

automates personalized email outreach and follow-up sequences so firm owners build a predictable pipeline of new leads without manually managing repetitive cold communications.

streamlines the hiring process using predictive talent assessments, enabling firm owners to identify high-performing staff and reduce the costly risk of bad hires during expansion.

builds custom AI agents for automated invoice verification and expense categorization so firms reduce partner review time and upskill juniors with digital copilots.

automates payroll, benefits, and compliance so accounting firms reduce manual errors, free team hours, and deliver timely, accurate client payroll services.

automates meeting notes and task summaries so accounting firms capture key client discussions, reduce follow-up time, and keep engagement records accurate across the team.

automates outbound sales prospecting and personalized lead engagement, delivering a predictable meeting pipeline to free up partner capacity for advisory services.