(industry use case)

Accounting Firms.

AI staff that tame the tax-season phone and inbox: every call answered and booked, every email triaged and labeled, reply drafts written in the partner's voice, and meeting notes with follow-ups drafted the same day. Drafts are never auto-sent, and nothing client-facing goes out without your click.

Staff my team

What keeps this sector up at night

(the pains AI staff take over)

January-to-April call and email volume triples while capacity doesn't — response times blow out exactly when clients are anxious
Partners bill for advisory work but spend hours a day on scheduling ping-pong and inbox archaeology
Missed calls during deadline crunch mean missed engagement letters from new prospects
Follow-ups and document-chase emails slip after client meetings, stalling engagements

Your AI staff for accounting firms

(who does what here)

Omar — Executive Assistant

Triages every partner's inbox on arrival, pings urgent client emails to Slack, drafts replies in the partner's own voice saved to Drafts — never auto-sent — and chases stale document-request threads with drafted nudges
Theo — Inbound Receptionist

Answers overflow and after-hours calls, books consultations and annual-review meetings against real availability, answers services-and-deadlines FAQs from the approved knowledge base, and takes structured messages — no tax advice ever given on a call
Nadia — Cold Calling Specialist

Calls new consultation requests back within minutes and books the discovery meeting, then reactivates past-season clients for advisory and planning appointments
Sofia — Search Visibility Lead

Keeps the firm ranked for local accounting searches and tracked in AI-engine recommendations — with all finance-related content claims source-gated and human-reviewed as YMYL

The tasks that matter here

(each documented in the task library)

AI Inbox Triage AI Email Drafting AI Calendar Management Meeting Notes and Follow-Ups 24/7 AI Call Answering Phone Appointment Booking

A day with your AI staff

(honest, not sci-fi)

It's the second week of March and the managing partner's inbox took 96 new emails overnight; by 8 AM they're labeled, the noise is archived, three urgent client messages are pinged to Slack, and reply drafts in her voice are waiting in Drafts. The receptionist has answered eleven overflow calls, booked four extension consultations, and taken structured messages for the rest. After her 2 PM client meeting, the summary, action items, and a drafted document-request follow-up are ready before she's back at her desk — she edits one line and hits send.

Put them to work

(flat pricing, one agent per machine)

From $499/agent/mo — see pricing, build a staffer, or talk to the calling AI right now. Every action is logged and human-supervised — how trust works.