AI outbound sales for accountants.
Accounting firms-grade AI outbound sales, shipped by people who've done it before.
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.
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.
From one-person trades to national organisations, we find the hours :)
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.
What AI outbound sales actually do
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. 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.
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. Kiwi Dynamics
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 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.
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.
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.
What happens when the Holidays Act is replaced?
The Employment Leave Act 2026 replaces it on 6 August 2028. Until then payroll follows the current Holidays Act, so leave calculations need to handle today's rules and the changeover.
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