AI lead generation for accountants.

Accounting firms-grade AI lead generation, shipped by people who've done it before.

Client documents collected, coded and matched to GST periods, monthly, two-monthly or six-monthly, ready for review.

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.

Knows the New Zealand rules.

Finds businesses in your area that fit your best customers, using public records like the NZBN register, and drafts a first approach.

  • An annual return every year
  • GST at 15 per cent
  • Xero, founded in New Zealand

Small crew or big organisation, the busywork is the same :)

Quotes with GST, consent paperwork, LBP records and health and safety logs: the admin every New Zealand trade business carries.

*Illustrative example based on nine hours a week of admin. Actual results vary by workflow and business.

Built differently, on purpose.

We say when AI is not the answer

Production first, demo second

You keep the hours, the data and the system

*Every engagement is scoped and quoted up front. Results vary by workflow and business.

How it works in New Zealand

We find the one workflow costing accounting firms the most hours, ship a working slice into production in weeks, prove it pays for itself, then harden it and hand it over.

Small team.
Real systems.
Zero fluff.

What you get

The shape of the result for accounting firms: An NZ B2B software company built a 300-lead/week pipeline on autopilot - entire SDR seat returned.

  • Lookalike modelling from your closed-won accounts
  • Multi-source enrichment (LinkedIn, Companies Office NZ, web)
  • Email + phone validation before anything hits your CRM
  • Weekly leaderboard of the hottest accounts to chase
  • No annual contracts
  • No AI theatre

Straight answers

Do you have proof this works for accounting firms?

Direct case study: An NZ B2B software company built a 300-lead/week pipeline on autopilot - entire SDR seat returned. Happy to walk you through full numbers on a call.

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".

Is AI lead generation worth it for a smaller accounting firm?

Often, yes - and counterintuitively the ROI is sometimes faster than for the big end of town because there's less integration overhead. We'll tell you honestly on the scoping call if it isn't.

Can it keep track of ACC levies?

Yes. ACC work levies are set by the classification unit your work falls under, and self-employed people are invoiced after filing their tax return.

Does it keep up with KiwiSaver changes?

It has to. The minimum employer contribution rose to 3.5 per cent on 1 April 2026 and rises to 4 per cent on 1 April 2028.

Talk to us about AI lead generation

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