Every accounting firm business we've worked with has a different definition of "broken". AI outbound sales only earns its keep when it solves the specific definition you'd give it on a bad day – which is why our first call is mostly listening.
Accounting firms · Applied AI
Accounting firms-grade AI outbound sales, shipped by people who've done it before.
What AI outbound sales actually does
An AI sales agent that runs your outbound — researches prospects, personalises the pitch, sends the first 3 touches, and only hands a warm reply to a human. Hits the activity numbers no SDR can keep up with, without the spammy blast feel.
- 01 Lookalike prospect lists built from your best existing customers
- 02 Personalised first-touch emails and LinkedIn messages — not templated
- 03 Auto-followups across email + SMS until they reply or opt out
- 04 Warm replies routed straight to your CRM with full context
Built on: Claude + GPT-4 for messaging Apollo / Clay for enrichment HubSpot or your existing CRM Twilio for SMS, Gmail / Outlook for email
Without Kiwi Dynamics
With Kiwi Dynamics
From the trenches
The shape of every accounting firm brief we've seen.
- 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 outbound sales 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. Outbound that doesn't sleep.
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. One NZ SaaS team replaced two outbound SDRs with an AI agent + one closer — 3× the meetings booked, same pipeline cost.
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 fast could we have AI outbound sales in production?
Eight to ten weeks for most accounting firms. Faster if your data is in good shape and slower if we're untangling a legacy integration first. We'll give you a realistic number on the scoping call rather than the optimistic one.
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.
Do you have proof this works for accounting firms?
Direct case study: One NZ SaaS team replaced two outbound SDRs with an AI agent + one closer — 3× the meetings booked, same pipeline cost. Happy to walk you through full numbers on a call.
What if our accounting firm doesn't have any data ready?
Most don't. Getting the data into shape – ingestion, cleaning, the lightweight contracts you need before any model is useful – is part of the engagement. For AI outbound sales specifically, we typically run that work on Claude + GPT-4 for messaging, Apollo / Clay for enrichment, HubSpot or your existing CRM, Twilio for SMS, Gmail / Outlook for email and assume messy starting conditions from day one.
Twenty minutes, your call.
You describe what's broken. We'll tell you what we'd actually do about it.
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.