AI lead qualification for accountants.

The version of AI lead qualification that accounting firms still use a year after launch.

GST periods without the crunchAI scores your leadsBuilt in New ZealandProduction AI, not slidewareHours back, not headcountGST periods without the crunchAI scores your leadsBuilt in New ZealandProduction AI, not slidewareHours back, not headcountGST periods without the crunchAI scores your leadsBuilt in New ZealandProduction AI, not slidewareHours back, not headcountGST periods without the crunchAI scores your leadsBuilt in New ZealandProduction AI, not slidewareHours back, not headcount

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

Tell us about your week

What years of building for accounting firms taught us.

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.

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From one-person trades to national organisations, we find the hours :)

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

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

What AI lead qualification actually does

Every form-fill, every missed call, every Instagram DM - scored, enriched, and routed within minutes. With the right workflow automated, nine hours of admin a week could drop to about one.*

With the workflow automated Without

*Illustrative example only, based on 9 hours a week of admin falling to about 1 hour a week. Actual results vary by workflow and business.

Less admin.
More weekend.
No theatre.

What you get

Sales reps spend 70% less time on dead-end conversations.

Auto-enriches with NZBN, company size, and history
Scores using your past won/lost deals as training data
Hot leads get SMS-routed to the right rep instantly
Cold leads enter nurture, not the bin
No annual contracts
No shelfware or licences you do not use

How the work runs

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.

To start, tell us about your week

Not your typical AI agency.

Straight answers, even when the answer is no

One workflow live in weeks, not a programme

Measured in hours back, not slides

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

Good questions, answered

Do you do hourly billing or fixed price?

Fixed price for the pilot, every time. After that it's your call - fixed price per milestone or a small monthly retainer for ongoing iteration. We don't run open-ended T&M because it disincentivises us from finishing.

Do you have proof this works for accounting firms?

Direct case study: Sales reps spend 70% less time on dead-end conversations. Happy to walk you through full numbers on a call.

Will this run on our own infrastructure?

Yes, where it makes sense. AI lead qualification can sit entirely in your cloud account, with model calls routed through endpoints you control. We default to Claude, HubSpot, NZBN API, Twilio, Vercel but the architecture supports your existing platform choices.

Does scheduling handle public holidays?

It should. New Zealand has 11 national public holidays, including Matariki, plus a regional anniversary day that depends on where your business is.

Is our data kept in New Zealand?

Kiwi Dynamics hosts its own infrastructure in New Zealand, under New Zealand governance. If personal information ever has to go offshore, privacy principle 12 requires comparable protection.

Let's chat

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Tell us what you're trying to do and we'll reply with how we'd build it, no obligation.