Accounting firms are some of the most efficient operators in New Zealand – which means the easy wins from AI email triage are usually already taken. The brief we accept is the one focused on the workflow you've tried to fix twice and given up on.
Accounting firms · Applied AI
Accounting firms-grade AI email triage, shipped by people who've done it before.
What AI email triage actually does
Inbox gets the AI treatment – drafts replies, files quotes, escalates the urgent, and snoozes the noise. Your team starts the day at zero, not 200 unread.
- 01 Drafts replies in your tone, ready to send
- 02 Auto-files attachments to the right job folder
- 03 Detects complaints and pings the right person
- 04 Weekly digest of what was handled while you slept
Built on: Claude Gmail API Microsoft Graph Vercel
Lay of the land
The two or three things that decide whether this works for accounting firms.
- Accounting firms carry seasonal peaks where document chasing and data entry crowd out the advisory work that actually pays.
- Client document requests, reconciliations, and deadline reminders are the repetitive load behind every busy season.
How we build AI email triage for accounting firms.
We scope narrow, ship a working pilot, then harden it into production. The first slice is the highest-leverage workflow for a accounting firm business, so value lands before the build is finished. AI inbox manager.
Talk to usThe outcome for accounting firms
If we build the right slice first, accounting firms feel the difference inside the first month. Inbox time cut from 2 hours/day to under 30 minutes.
Not your typical AI agency.
Honest about what AI can and cannot do
Ships the one workflow that pays for itself
Hours given back, never the size of the invoice
*Every engagement is scoped and quoted up front. Results vary by workflow and business.
Questions
FAQ
How quickly can we see something running?
Week three for a clickable internal demo against real data. Week six for a slice your team can actually use. We hold ourselves to those numbers because they're what stops a project drifting into "endless discovery".
What's the smallest engagement you'd take on?
A two-week paid discovery for accounting firms that aren't sure whether the build is worth doing at all. You get a one-page write-up of what we'd build, what we'd skip, and what it would cost. About 30% of those discoveries end with us recommending you don't proceed.
Do you have proof this works for accounting firms?
Direct case study: Inbox time cut from 2 hours/day to under 30 minutes. Happy to walk you through full numbers on a call.
What tools do you build AI email triage on?
For AI email triage we usually reach for Claude, Gmail API, Microsoft Graph, Vercel. We're tool-agnostic at heart – we pick what your accounting firm team can actually run after we hand the build over, not what looks good on a vendor sticker.
One reply, one direction.
We don't run sequences or follow-up automation. One useful answer, one decision on your side.
Get in touch
Talk to us about this
Tell us what you're trying to do and we'll reply with how we'd build it — no obligation.