Part of our Sales agents
AI agents for sales teams in accounting firms
Actionist is an AI automation tool whose agents operate the apps your accounting firm sales desk already uses, from a fee proposal drafted from an old one to an agent that scopes the enquiry and drafts it the same day.
Every new enquiry answered with a same-day proposal, and every engagement letter chased until it is signed.
AI Employees for Accounting Firm Sales in 4 simple steps
Manual Time
We'll go over where you currently waste your time doing manual tasks.
Actionist Automations
We'll show you exactly how Actionist can automate these manual tasks.
Your Benefits
How much time and money you'll save by onboarding AI agents.
Easy to use
We'll show you how easy it is to enable AI across your business.
Where you spend your time
We know how your week actually goes
- Every enquiry scoped the same dayEntity type and service need read from the enquiry, a fee proposal drafted in your standard format the same day.
- Engagement letters chased until signedA tracked list of who has accepted but not signed, nudged on a schedule instead of left to memory.
- No enquiry goes cold in busy seasonProspects who have gone quiet get the next touch drafted in your voice before they call another firm.
- New clients welcomed the day they signA welcome email and the internal handoff to onboarding start the moment the letter comes back.
- Referral sources kept warmIntroducers get a thank-you and a status update, so the next enquiry keeps coming your way.
- Built around your practiceThese are examples. Build a custom agent for any job your sales desk repeats.
And hundreds of other tasks you do manually..
An agent can take a lot off your team's plate. Take a look below to see the time and cost you could save by adding AI agents to your Accounting Firm Sales team's day.
Where the hours go
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.
An agent scans the client list against the services each one already uses, flags a genuine cross-sell gap, and drafts a short note offering the missing service for approval before it reaches the client.
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.
An agent logs every referral against its source, drafts a thank-you the day it arrives, and sends a short status update once the enquiry converts, so an introducer always knows their referral was taken seriously.
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.
An agent tracks every sent engagement letter against the date it went out and drafts a polite nudge once it has sat unsigned past the practice's own cutoff, so a verbal yes turns into a signed client without anyone having to remember to chase.
Actionist Will Automate
What one automation looks like
A week with your Accounting Firm Sales agents
Some of the apps for your Accounting Firm Sales team
Some of the accounting firm sales apps your agent operates for you. Hundreds more are in the Actionist App Store.
Your Agent wakes up Automatically whenever something happens
Your agents watch the apps you already use and act the moment something happens, usually within about a minute, handle it based on your instructions, 24/7.
When a prospect submits the contact form or emails the practice, the agent reads the message within about a minute, assesses the entity type, services needed, and likely size, drafts a fee proposal in your standard format, and queues it for partner review before it reaches the prospect.
Your benefits
Where the time goes back
What you do manually today
What your agent runs for you
- Sales150 min / weekDrafting a proposal from an old one, buried in email
Someone digs up a similar proposal from a past client, edits it by hand for the new entity type and scope, and sends it whenever the day allows, sometimes days after the enquiry landed.
Sales Agent0 minAgent scopes and drafts the proposal the same dayAn agent reads the enquiry, checks prior contact, and drafts a fee proposal in your standard format the same day, queued for your approval before it reaches the prospect.
- Sales90 min / weekAssuming someone else is chasing the letter
A proposal is accepted and everyone assumes the letter is being followed up, so weeks pass while the tracker sits stale and nobody actually sent a reminder.
Sales Agent0 minAgent tracks and chases the letter until signedAn agent tracks every sent letter against its send date and drafts a polite nudge once it has sat unsigned past your cutoff, queued for approval.
- Sales40 min / weekA referral getting a rushed reply or none at all
An introducer sends a referral and the team focuses on handling the enquiry itself, so the thank-you and the eventual outcome never actually get communicated back.
Sales Agent0 minAgent logs, thanks, and updates the introducerAn agent logs every referral against its source, drafts a same-day thank-you, and sends a status update once the enquiry is won or closed, all queued for approval.
- Sales60 min / weekCross-sell gaps sitting unnoticed on the client list
Nobody has time to look across the client list to see who is paying someone else for payroll or advisory work the practice could easily provide instead.
Sales Agent0 minAgent scans the client list and flags a real gapAn agent compares each client's current services against the services they are missing and drafts a short offer for the strongest candidates, queued for approval.
- Sales45 min / weekPulling the pipeline report together the night before
Someone manually counts enquiries, proposals, and signed letters from the CRM and the tracker the evening before the partners meeting, rushed and easy to get wrong.
Sales Agent0 minAgent assembles the report ready before the meetingAn agent pulls the week's real numbers from the CRM and tracker and drafts the report the partners read, ready well ahead of the meeting.
What that's worth
Calculate what your team saves
Based on typical team usage: the visible tasks plus a few other automations the agent runs: ~5 hrs / person / week of admin work automated.
How easy it is to use
We'll do all the heavy lifting for you.
From entering your website address to having a working AI team, no effort from you.
- Step 1
Enter your website
- We'll research your business
- Automatically configure everything for you
- Step 2
Actionist Auto
Optional- Watches you work
- Creates your agents, workflows and schedules
- Step 3
Marketplace
- Hundreds of apps, plus agents and workflows
- Pre-configured by other users
- Step 4
Invite your team
- We'll automatically onboard them too
- Focus on the things that matter
Enter your website URL for a personalised demo
See exactly what Actionist would automate for your business.
You stay in control
An agent touching prospect enquiries, fee proposals, and client data only earns trust if you stay in control. Actionist is built so you see everything it drafted, approve anything that reaches a prospect, and own every record it creates.
A proposal, a chase, or a welcome email is drafted first and queued for your sign-off. Nothing reaches a prospect or client on its own unless you widen that autonomy yourself.
Every fee proposal is drafted from your standard template and rates, and a partner reviews the scope and fee before anything is sent.
Every proposal drafted, every chase sent, and every handoff logged is recorded in a timestamped trail, so you can see exactly what the agent did, when, and why.
Enquiry details, proposals, and CRM records are encrypted and never used to train any model. Self-host on a VPS if everything needs to stay on your own infrastructure.
More Accounting Firms teams
More use cases for Accounting Firm Sales teams
Frequently asked questions
Does my sales desk need to be technical to run this?
How do I get started?
How do I make a customised AI agent for our practice?
How quickly can I set Actionist up?
Is our prospect and client data safe?
We use a CRM or proposal tool that nothing else integrates with. Will it still work?
Will it send a proposal or chase a prospect without a partner seeing it first?
Will it keep chasing enquiries during Self Assessment season when the team is buried?
Can it decide our fees or negotiate directly with a prospect?
See an agent scope an enquiry and draft the proposal
Book a free demo and watch an Actionist agent read a new enquiry, draft the fee proposal, and chase the engagement letter until it is signed, end to end.