Kiwi Dynamics

Accounting firms · Applied AI

For accounting firms who want results in weeks, not a year-long transformation programme.

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Most accounting firms we talk to aren't short of dashboards or tools – they're short of an hour back in the week. That's the lens we put on AI personalisation: not a tech showcase, but a careful look at the one or two workflows where a accounting firm is paying for the same problem to be solved twice.

What AI personalisation actually does

Every customer sees the right product, message, and offer – based on what they've bought, browsed, and asked. Built on first-party data, no creepy tracking required.

  • 01 Per-customer recommendations across web and email
  • 02 Dynamic landing pages tailored to traffic source
  • 03 Lifecycle messaging triggered by real behaviour
  • 04 GDPR + NZ Privacy Act compliant by default

Built on: Claude Vercel Edge Postgres Klaviyo

Sector context

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.
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How we build AI personalisation 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 personalised CX.

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The outcome for accounting firms

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. Conversion lift of 18-32% over generic site experiences.

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

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

How much is not automating costing you?

Nine hours a week of admin is 468 hours a year. With Kiwi Dynamics, that drops to about 52.

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*Based on 9 hours a week of admin at Kiwi Dynamics' typical 80% automation rate. Your number may vary, the calculator uses your own.

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 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.

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.

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We'll map your real workflow before quoting anything.

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