AI inbound sales for accountants.
The version of AI inbound sales that accounting firms still use a year after launch.
Client documents collected, coded and matched to GST periods, monthly, two-monthly or six-monthly, ready for review.
Already buried in admin? We'll sort the first workflow for you :)
Nine hours a week of admin is 468 hours a year. That could drop to about 52.*
*Illustrative, based on 9 hours a week of admin at a typical 80% automation rate. The calculator uses your own numbers.
What AI inbound sales actually do
An AI agent that picks up every inbound enquiry the moment it lands - qualifies the lead, answers their questions with your real product knowledge, books the meeting, and only escalates the deals worth a human conversation. With the right workflow automated, nine hours of admin a week could drop to about one.*
*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.
The shape of the result for accounting firms: An NZ B2B services firm cut average response time from 7 hours to 90 seconds and lifted demo-booked rate by 41%. Built on Claude / GPT-4 for conversation, hardened with the rest of the stack as it scales. Kiwi Dynamics
On the tools or running at scale, the admin still eats the week :)
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.
Accounting firms need software built around their week, not against it.
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.
Definitely not a typical AI agency.
*Every engagement is scoped and quoted up front. Results vary by workflow and business.
Questions accounting firms ask
How long does AI inbound sales take to ship for accounting firms?
We aim for a working pilot inside 4-6 weeks - narrow scope, real accounting firms data, measurable outcome. From there it's another 6-8 weeks of hardening before you'd consider it production. Full rollouts (multiple sites, multiple teams) typically land in 3-4 months.
Who owns the code and the model setup?
You do, on delivery. We deploy AI inbound sales into your own cloud account where possible, with the model setup, prompts, evals and integration code all checked into a repo you own. Claude / GPT-4 for conversation sits in your account too - we don't operate it from ours.
Do you have proof this works for accounting firms?
Direct case study: An NZ B2B services firm cut average response time from 7 hours to 90 seconds and lifted demo-booked rate by 41%. Happy to walk you through full numbers on a call.
What does the Privacy Act 2020 mean for AI?
The same rules apply as for any system holding personal information. A breach that could cause serious harm must be reported to the Privacy Commissioner, who expects it within 72 hours.
Can it keep track of ACC levies?
Yes. ACC work levies are set by the classification unit your work falls under, and self-employed people are invoiced after filing their tax return.
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