What an AI agent does for an accounting firm.
Five jobs that carry a firm through March and April without the phones swallowing the partners. Pick one to see how it works, with an example call.
Behind-on-the-books businesses brought in
Owners years behind on bookkeeping or HST get sorted and booked with the right team.
See how it works →02Inbound"Did you get my slips?" answered from the portal
Clients hear which slips and receipts arrived and which are still missing, without a staff callback.
See how it works →03OutboundMissing T-slips chased before the April crunch
Calls clients whose return is stuck on one slip, in March, before the deadline crowd.
See how it works →04InboundCRA notices routed to the file's accountant
A client holding a CRA letter with a response date gets put through to the person on their file.
See how it works →05OutboundCorporate year-end meetings booked after fiscal close
Calls corporate clients after their fiscal year closes to book the year-end and ask for the package.
See how it works →One small business client, year after year
How the five fit together for a contractor who walks in with a shoebox and stays for a decade.
- 1Shoebox of receiptsBehind-on-the-books businesses brought in
- 2Fiscal year closesCorporate year-end meetings booked after fiscal close
- 3Slips chased in MarchMissing T-slips chased before the April crunch
- 4"Did you get my T4s?""Did you get my slips?" answered from the portal
- 5A notice arrivesCRA notices routed to the file's accountant
More in legal, finance and professional
Every business below has its own use cases.
Hear it as your business
Request a demo call and the agent phones you, set up for accounting and bookkeeping like yours.