Fewer Missed Leads. Lower Admin Overhead.
Handle enquiries, answer client questions, and pre-qualify leads with AI agents that work around the clock—so your team can focus on client delivery.
✓ GDPR Compliant ✓ MTD Ready ✓ Professional Standards
Common Accounting Firm Challenges
Client communication and lead management challenges that impact productivity and growth
High Volume of Repetitive Questions
Constant queries about self-assessment, VAT returns, payroll, and compliance deadlines
Impact:
Reduced productivity and delayed billable work for complex clients
Missed Lead Enquiries
Potential clients seeking accounting services outside office hours with no response
Impact:
Lost opportunities to competitors with instant response capabilities
Manual Intake Process
Time-consuming manual capture and qualification of new business enquiries
Impact:
Slower onboarding and administrative inefficiency
Confused New Clients
Small business owners overwhelmed by accounting requirements and processes
Impact:
Delayed decisions and reduced client confidence
Compliance Documentation
Ensuring consistent guidance on MTD, CIS, and regulatory requirements
Impact:
Risk of inconsistent advice and compliance issues
Service Boundary Management
Distinguishing between general guidance and specific financial advice
Impact:
Regulatory risks and potential liability concerns
What Our AI Agents Can Do
Intelligent accounting assistance that handles enquiries and qualifies leads automatically
Instant FAQ Resolution
Answer common questions about tax, VAT, payroll, and compliance automatically
- Reduce repetitive staff queries
- Free up time for complex work
- Consistent information delivery
Smart Lead Qualification
Pre-qualify based on business type, revenue, and services needed
- Filter high-value prospects
- Reduce time on unsuitable leads
- Improve conversion rates
Service & Fee Explanations
Explain fee structures, document requirements, and onboarding processes
- Set clear client expectations
- Reduce pricing discussions
- Streamline onboarding
Automated Booking System
Schedule discovery calls with appropriate team members
- Efficient resource allocation
- Reduced admin workload
- Faster client onboarding
24/7 Client Support
Provide deadline reminders and key dates on request
- Improve client service
- Reduce missed deadlines
- Enhance client relationships
Compliance & Audit Trail
GDPR-compliant processes with conversation logging
- Regulatory compliance
- Complete audit trail
- Professional standards
AccountBot Pro
Accounting & Bookkeeping Specialist
Your intelligent accounting assistant helping firms handle enquiries, answer client questions, and pre-qualify leads 24/7 with professional compliance.
Performance Metrics
Common Problems We Solve
Real results from accounting firms using our AI assistants
Challenge:
High volume of repetitive questions
Solution:
Instantly answers FAQs—no human needed
Challenge:
Missed lead enquiries
Solution:
Always-on lead capture and qualification
Challenge:
Manual intake process
Solution:
Structured data capture and calendar booking
Challenge:
Confused new clients
Solution:
Calm, clear explanations tailored to your firm
Who It's For
Comprehensive accounting expertise across all practice areas and client types
Small Business Accounting
Comprehensive accounting support for SMEs, startups, and growing businesses.
Examples:
- • Annual accounts preparation
- • Management accounts and reporting
- • Cash flow forecasting
- • Business setup and structure advice
- • Growth planning and analysis
Tax & Compliance
Complete tax services including self-assessment, corporation tax, and VAT.
Examples:
- • Self-assessment tax returns
- • Corporation tax compliance
- • VAT registration and returns
- • Making Tax Digital (MTD) support
- • Construction Industry Scheme (CIS)
Payroll Services
Full payroll management for businesses of all sizes with compliance support.
Examples:
- • Monthly payroll processing
- • PAYE and National Insurance
- • Auto-enrolment pensions
- • Statutory payments (SSP, SMP, etc.)
- • Year-end reporting and P60s
Bookkeeping & Records
Professional bookkeeping services to maintain accurate financial records.
Examples:
- • Daily transaction recording
- • Bank reconciliations
- • Supplier and customer management
- • Expense tracking and categorization
- • Cloud accounting system setup
Free Up Your Team for the Work That Matters Most
See how your AI agent can handle routine queries and grow your client list—day or night
Accounting AI Insights & Resources
Stay informed on the latest accounting industry AI trends and client service strategies
How AI is Transforming Accounting Client Communication
Discover how accounting firms are using AI voice agents to handle VAT queries, tax questions, and improve lead quality by 74%.
Small Business Accountancy Firm Reduces Admin by 60%
Learn how a growing UK accountancy practice deployed AI agents to handle self-assessment queries, payroll questions, and MTD support.
MTD Compliance Guide: AI Agents for Accountants
Essential compliance framework for implementing AI voice agents in accounting practice while maintaining Making Tax Digital standards.