Accounting firms are some of the most efficient operators in New Zealand – which means the easy wins from AI outreach 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 outreach, shipped by people who've done it before.
What AI outreach actually does
Multi-channel outreach run by an AI agent — email, LinkedIn, SMS — that reads like a real person who's actually done their homework. Built for teams who want top-of-funnel growth without burning a BDR on busywork.
- 01 Channel mix tuned per persona — email-first, LinkedIn-first, or both
- 02 Reads each prospect's site, LinkedIn, recent posts before writing
- 03 Real conversation threading — replies feel continuous, not robotic
- 04 Compliance baked in: NZ Spam Act + global unsubscribe handling
Built on: Claude for message generation LinkedIn / Smartlead / Instantly for delivery Apollo + Clay for enrichment Custom guardrails for tone and compliance
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 outreach 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. Outreach at human quality, machine scale.
Talk to usThe outcome for accounting firms
We'd call the engagement a success when accounting firms are using the system without thinking about us. Replaced a 3-person outreach team for an NZ infrastructure consultancy — 5× the volume, same close rate.
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.
Anyone else in this space using AI outreach?
Plenty. Replaced a 3-person outreach team for an NZ infrastructure consultancy — 5× the volume, same close rate. The interesting question is rarely "does it work" – it's "is your team ready to use the output." That's what we'd scope on the call.
What tools do you build AI outreach on?
For AI outreach we usually reach for Claude for message generation, LinkedIn / Smartlead / Instantly for delivery, Apollo + Clay for enrichment, Custom guardrails for tone and compliance. 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 short call.
Tell us what you're trying to fix. We'll come back inside a working day.
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.