Book a call

Buy back your time.
Win your customers.

Automate your workflow with AI. Delegate routine tasks, answer every customer inquiry immediately, onboard new clients automatically, and invest your time in high-value consulting and customer work.

21×

more likely to qualify a lead when you answer within 5 minutes instead of 30.

Lead Response Management Study, MIT / InsideSales
4×

An hour of your consulting bills $150 to $450. Admin work is worth $40 to $90 an hour. Every hour you spend on routine work costs you about four times what it is worth.

US CPA billing ranges, 2026

Your wins

What you win by delegating your routine work

$259,200
1,296 billable hours a year back to your team
You pay 10% or less of what you win.

One setup, then a flat monthly fee, sized to your firm. No per-seat licences, cancel any month.

How we calculated this

Accounting firm professionals spend about 9.3 hours a week on client communication (CPA Practice Advisor, Charting the Future of Accounting, 2024). Email alone takes about 28% of a knowledge worker's week (McKinsey). We assume the four automations remove half of the 9.3 hours, so 4.5 hours per person per week, close to the 4 hours a week Thomson Reuters expects automation to free up per professional.

Value = professionals x hours won per week x 48 working weeks x billing rate. Default billing rate $200 per hour, the low end of the $150 to $450 US CPA range. Leads won by faster replies are not counted, so the real number is higher.

Live demos

Four automations. One click each.

Demo 1

Sort my mailbox

ProblemYour inbox is full and nobody has time to sort it.
ValueEvery email lands in the right folder, with a reply drafted for you to approve.
Open demo Paste any email and watch it get sorted and answered.
Demo 2

Answer my phone

ProblemYou are in meetings with clients. Calls go to voicemail and leads call someone else.
ValueA natural voice agent answers every call, qualifies the caller and books the appointment.
Open demo Talk to the agent in your browser.
Demo 3

Answer my website

ProblemVisitors would rather not call. They leave your site with their question unanswered.
ValueChat and voice on your site, trained on your own pages, answers in seconds and books the call.
Open demo Sample firm website with the live assistant, English and Spanish.
Demo 4

Chase my documents

ProblemYou wait weeks for W-9s, statements and signed letters, and someone has to keep asking.
ValuePolite reminders go out on a schedule until the document arrives. New clients are onboarded automatically.
Open demo Run the document chase and see the reminders that went out.

How we work

We start with your business, then choose the automation

  1. We book an interviewA 30-minute call with you or the person who runs the office day to day.
  2. We explore your businessWhere leads come from, who answers them, how email is sorted, which documents you wait for and how long.
  3. We show where our products fitA short plan: which agents, on which channels, what changes for your team, and the hours you win.
  4. We build, test and go liveOn your mailbox, number and website. Tested on demo traffic first, then switched on for real.

How it works

Four agents on one engine

Wherever a lead or a document shows up, an agent picks it up, follows your rules and hands your team a clean result.

Email

A lead writes to your office mailbox. A reply goes out from that mailbox, in the same thread, in under a minute.

    Your team gets a filled lead record, a booked call and a short summary.

    Phone

    Your number is answered by a natural voice agent, day and night. It asks what your best person would ask.

      Your team gets the call summary and outcome, plus an email to the team.

      Website

      A chat and voice assistant on your site, trained on your own pages. Your contact form gets the same one-minute reply as email.

        Your team gets website visitors with questions turned into qualified leads.

        Document chasing

        Polite reminders on a schedule until the missing item arrives. A reply with the attachment marks it received and the reminders stop.

          Your team gets one board of what is open, for whom, since when.

          1. Lead arrivesEmail, call, chat or web form
          2. Answer in under 60 secondsFrom your mailbox, number or site
          3. Qualify
          4. BookA call on your calendar, confirmed by email
          5. Hand overSummary and transcript to your team
          6. Follow upDay 1 and day 3 if quiet, then stop

          You control the rules

          • Knowledge: your website and documents, every answer approved by you
          • Questions:
          • Documents to chase:

          Which of the four would give you back the most hours?

          Book a 30-minute call

          The team

          Andrew TryFounder & CEO. Pega CLSA, ex-Accenture, ex-PwC
          Alexander Voronin, MScPrincipal Architect
          Alex Gorets, MScSales Expert
          Jerry Gorets, MBABusiness Consultant, Basalt AG