AI personalisation for accountants.
For accounting firms who want results in weeks, not a year-long transformation programme.
Where accounting firms actually lose hours and dollars.
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.
Client documents collected, coded and matched to GST periods, monthly, two-monthly or six-monthly, ready for review.
Built around how New Zealand works.
Personalised offers timed around school terms, public holidays and the local events your customers actually plan around.
- Four school terms a year
- 11 public holidays, plus yours
- GST at 15 per cent
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.
How Kiwi Dynamics works
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.
One workflow.
In production.
In weeks.
What AI personalisation covers
What changes for accounting firms after this lands: the work that used to need a person stays done, the work that needs a person gets done with their attention undivided.
- Per-customer recommendations across web and email
- Dynamic landing pages tailored to traffic source
- Lifecycle messaging triggered by real behaviour
- GDPR + NZ Privacy Act compliant by default
- No shelfware or licences you do not use
- No annual contracts
Good questions, answered
What tools do you build AI personalisation on?
For AI personalisation we usually reach for Claude, Vercel Edge, Postgres, Klaviyo. 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.
Anyone else in this space using AI personalisation?
Plenty. Conversion lift of 18-32% over generic site experiences. 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.
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".
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.
Do you work with Xero?
Yes. Xero is one of the systems we build around, and we connect to the other tools you already run rather than asking you to switch.
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