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 an accounting firm is paying for the same problem to be solved twice.
For accounting firms who want results in weeks, not a year-long transformation programme.
Our goal is to give accounting firms a three-day weekend, so people can spend more time with their families and the people they love :)
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
Without Kiwi Dynamics
With Kiwi Dynamics
What you actually get
Every engagement is scoped and quoted up front. This is what is in the box.
- A working pilot, in productionNot a prototype on someone's laptop. The first slice of AI personalisation runs against real work within weeks.
- Your data stays yoursIt runs on your accounts and your tools. If we part ways you keep the system and everything in it.
- The workflow mapped before codeWe write down what good looks like for accounting firms first, so nobody is guessing at handover.
- Support after it landsThe people who built it stay reachable when the business changes shape around it.
How AI personalisation compares
The two things most businesses do instead, and where each one runs out.
| Hiring for it | An off-the-shelf tool | Kiwi Dynamics | |
|---|---|---|---|
| Fit to how you work | Fits perfectly, costs a salary | You bend your process to suit the tool | Built around the workflow you already run |
| Time to something useful | Immediate, and permanent | Quick to switch on, slow to make fit | A working slice in weeks, then hardened |
| Who owns the data | You do | The vendor, on the vendor's terms | You do, in your own accounts |
| When it breaks | That person sorts it, if they are in | A support queue and a ticket number | The people who built it |
| What it costs | A salary, every year, forever | Per seat, forever, used or not | Scoped and quoted up front |
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.
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 an accounting firm business, so value lands before the build is finished. AI personalised CX.
Talk to usHow the work runs
- Find the one workflowWe look for the job costing accounting firms the most hours or the most leads, and deliberately ignore the rest for now.
- Ship a working sliceA narrow version goes into production in weeks, against real work, so the value shows up before the build is finished.
- Prove it, then widenWe measure it against what the work cost before. If it does not pay for itself, we say so rather than scaling it.
- Harden and hand overLogging, fallbacks and a real handover, so it keeps running when we are not in the room.
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
*Every engagement is scoped and quoted up front. Results vary by workflow and business.
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.
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.