Less chasing, more billable work.
Professional firms sell time, and too much of it goes on intake calls, chasing documents and answering the same questions. AI agents handle intake and booking, remind clients about documents and deadlines, capture invoices and answer staff questions from your own procedures.
Who this is for: Accountants, bookkeepers, tax practitioners, consultants, architects, engineers and agencies.
Where time and money leak.
Document chasing
Tax season means chasing every client for the same documents, several times.
Intake calls
Each new enquiry needs the same first questions before anyone knows if it is a fit.
Deadline reminders
Clients miss deadlines that you have to fix.
Repeat questions
Clients ask about fees, timelines and what you need from them.
Unpaid fees
Fee follow-ups wait until month-end.
The AI agents that fit, and what each one does here.
Add the ones you want to your plan as you read; they are collected on the pricing page for you.
AI Website Assistant
Answers questions about your services and process, and captures new enquiries with the details you need.
AI Booking Agent
New and existing clients book consultations online.
AI Follow-up Agent
Document and deadline reminders to clients, on your schedule, until the documents arrive.
Invoice and Document Capture
For bookkeepers: reads clients' supplier invoices and receipts into the accounts for review.
Payment Reminder Agent
Polite fee reminders with a payment link.
Staff and HR Assistant
Staff look up procedures and templates from your own manual.
Daily Owner Briefing
Daily summary: new enquiries, documents outstanding, deadlines this week, fees overdue.
Step by step, for each agent.
AI Website Assistant
- Starts withA visitor asks a question on your website, at any hour
- The agentThe assistant answers from your approved information, in English or Afrikaans
- The agentWhen the visitor is ready, it offers the form, a booked call or WhatsApp
- You getThe lead is saved and emailed to you within seconds
- A personAnything complex, sensitive or upset goes to a person, with the conversation attached
You stay in control: You approve what it knows. It says it is an AI, says when it is not sure, and never invents prices or promises.
AI Booking Agent
- Starts withA customer asks to book, on your site or in the chat
- The agentIt shows only the times you are open, in the customer's time zone
- You getConfirmation and calendar invite go out at once; you are notified
- The agentReminders go out before the appointment; changes and cancellations update your diary
- A personYou set the hours, limits and blocked days; your team sees every booking
You stay in control: Your hours, your limits, your blocked dates. One upcoming booking per person, and no double bookings.
AI Follow-up Agent
- Starts withA new enquiry, booking or quote arrives
- The agentIt creates or updates the lead, deal and follow-up task in your CRM
- The agentFollow-up emails go out on schedule, only with consent, each with an opt-out
- You getReplies and bookings move the deal on; opt-outs are permanent
- A personYour team sees every lead, note and task, and steps in at any point
You stay in control: You approve the email wording. Anyone who opts out is never emailed again.
Invoice and Document Capture
- Starts withA supplier invoice or receipt arrives by email or upload
- The agentIt reads the fields and checks the totals and the matching order
- A personA person approves it for payment or sends it back
- You getIt goes into your accounting system with an audit record
You stay in control: Nothing is paid without a person's approval. Mismatches are flagged, never forced through.
Payment Reminder Agent
- Starts withAn invoice passes its due date in your accounting system
- The agentA polite reminder goes out on your schedule, with a payment link
- A personQueries, disputes and payment arrangements go to a person
- You getPayments are matched and reminders stop automatically
You stay in control: Your wording and schedule. Fair, lawful collection language; never threatening.
Staff and HR Assistant
- Starts withA staff member asks a question
- The agentIt answers only from your approved documents and shows the source
- A personPersonal, disputed or uncovered questions go to HR or a manager
- You getCommon questions stop interrupting managers
You stay in control: Answers only from documents you approve. Never decides anything about a person.
Daily Owner Briefing
- Starts withEach night it gathers yesterday's activity from your systems
- The agentIt writes a short summary: leads, bookings, calls, payments, problems
- You getOne message reaches you at the time you choose
- A personItems needing your decision are listed first, with one-tap links
You stay in control: Only you choose who receives it. It reports; it does not act on its own.
How each benefit pays.
No invented statistics. These are the mechanisms; the calculator below puts your own numbers to them.
Time saved
- Fewer hours chasing documents
- Intake questions answered before the first meeting
Income created
- More time on billable work
- New enquiries booked the same day
Money collected
- Fees followed up on time
Client experience
- Clients always know what you need and when
What is admin costing your firm?
Change the example values to your own. Nothing you type here is sent anywhere unless you choose to book a call about it.
Example values, to replace with yours.
What this is costing you, a month
- Billable time spent on adminR0
- Annual fees at stake from slow replies, each monthR0
How this is worked out
Admin hours a week x your charge-out rate x 4.33 weeks. Slow enquiries a month x the share you would win x average annual fee.
Your figures and chosen agents are added to the booking notes for you to edit before you send anything.
What a day looks like with AI agents in place.
Thirty clients with outstanding documents get a reminder listing exactly what is missing.
A new business owner asks about monthly bookkeeping. The assistant explains your process and books a consultation.
Supplier invoices from two clients are read into the accounts and wait for review.
Fee reminders go out on invoices 15 days overdue.
An illustration of how the agents work together, not a client story.
Built for the rules your industry works under.
- The AI gives no tax, accounting or professional advice; it explains your process and hands over to a person.
- Client documents are uploaded through a secure link, never sent in a chat.
- Deadlines come from your own calendar; the agent does not interpret tax law.
- Your professional body's code of ethics on confidentiality applies to everything the agents handle.
- In the UK, EU and US the same care applies under their own laws (UK GDPR and PECR, the EU GDPR, and US rules such as CAN-SPAM). We confirm the rules for your country before any build.
Our recommendation for professional services.
Start on Growth, then add what you need.
Suggested add-ons: Invoice and Document Capture, Payment Reminder Agent, Staff and HR Assistant. You can start small and add agents one at a time.
Try it before you call
Spend your hours on clients, not on chasing them.
Book a 30-minute call and we will show you what we would build first for your professional services business.