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.
more likely to qualify a lead when you answer within 5 minutes instead of 30.
Lead Response Management Study, MIT / InsideSalesAn 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, 2026Your wins
What you win by delegating your routine work
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.
Answer my phone
Answer my website
Chase my documents
How we work
We start with your business, then choose the automation
- We book an interviewA 30-minute call with you or the person who runs the office day to day.
- We explore your businessWhere leads come from, who answers them, how email is sorted, which documents you wait for and how long.
- We show where our products fitA short plan: which agents, on which channels, what changes for your team, and the hours you win.
- 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.
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.
- Lead arrivesEmail, call, chat or web form
- Answer in under 60 secondsFrom your mailbox, number or site
- Qualify
- BookA call on your calendar, confirmed by email
- Hand overSummary and transcript to your team
- 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: