AI agents for sales teams in accounting firms

An existing bookkeeping client is quietly paying someone else for payroll or advisory work the practice could just as easily do, because nobody has time to look across the client list for who is missing which service.

→The agent lists recorded service gaps as questions for a partner, who decides suitability and approves any proposed offer, recipient, and message.

Partners want to know how many enquiries came in, how many proposals went out, and what is still sitting unsigned, but pulling that together from the CRM and the engagement letter tracker by hand the night before the partners meeting is exactly the kind of admin that gets rushed.

→An agent pulls the week's enquiry, proposal, and signature numbers straight from the CRM and the tracker and drafts the pipeline report the partners actually read, ready before the meeting instead of the night before it.

A solicitor or a bank manager sends a referral and it either gets a rushed one-line reply or, worse, no reply at all once the enquiry itself is being handled, so the introducer has no idea whether the referral even landed.

→The agent records supplied referral sources and drafts a thank-you or status update using only information authorised for the introducer. A person approves the exact recipient and message before sending.

A prospect accepts the proposal and everyone assumes someone else is chasing the engagement letter, so weeks pass between a verbal yes and an actually signed document while the client wonders why the work has not started.

→The agent compares sent-letter records with returned evidence and prepares reminders on the approved cadence. A person approves each send, and signature or engagement acceptance is not guaranteed.