AI employee 01
The Lead Qualifier
Triages self-assessment, VAT, MTD, and year-end enquiries by deadline and fit, then books the onboarding call straight into the diary.
Professional Services · Accountants
Accountants: every enquiry answered, qualified, and booked.
January enquiries arrive faster than you can answer them. Your AI receptionist greets every prospect, confirms the work and the deadline, and books the onboarding call before a partner reads a single email.
In short
A premium website and a managed AI workforce for accountants, capturing, qualifying, and booking every enquiry around the clock.
For accountants, an Autonomous Digital Branch pairs a premium website with a managed AI workforce that captures, qualifies, and books every enquiry at every hour. An AI employee differs from a chatbot in one way that matters: it owns a defined job, qualifies and books end to end, and hands a briefed enquiry to a human, rather than answering canned questions on a page.
What the branch does for accountants
01
Sort the deadline from the noise
Year-end, VAT, and self-assessment enquiries are triaged the moment they land, so the urgent ones reach you first.
02
Onboard while you work
Discovery calls and engagement letters move forward in the background, even at the height of the season.
03
Hold the quiet leads
Prospects who are weeks from switching are nurtured in your firm's voice until they are ready to act.
What the status quo costs
The quiet leaks every accountant learns to live with.
01
Self-assessment and year-end season buries the team in client email, and clients escalate to the partner when a reply slips.
02
UK accountants lose nearly £48,000 each in potential earnings every year to admin and outdated systems (Silverfin, All Accounted For, 2025), and that number gets defended in every partner meeting.
03
MTD and filing-deadline questions spike in waves, so the same queries swamp the team at the worst possible time.
04
Recurring-fee clients drift away when they only hear from you at year-end, and nurture is a job nobody owns.
The workforce we build for accountants
Named AI employees, each owning one job and doing it relentlessly.
Not a single chatbot. A briefed team, wired into your calendar and the systems you already run, handling the front of house your practice could never staff at all hours.
Your branch, live
A briefed team for accountants
4 AI employees, one front of house, no closing time.
Each role beside this owns a single job and runs it around the clock, wired into your calendar and the systems you already run. Every regulated step routes to a human for sign-off.
- The Lead QualifierOn duty
- The Document CollectorBriefed
- The Client OnboarderBriefed
- The Follow-Up AgentBriefed
The Lead Qualifier is capturing, qualifying, and booking right now
AI employee 02
The Document Collector
Chases records, ID, and engagement letters automatically, tracks what is outstanding, and escalates as a filing deadline approaches.
AI employee 03
The Client Onboarder
Runs welcome and engagement sequences in the background, so new clients are set up even at the height of the season.
AI employee 04
The Follow-Up Agent
Keeps quiet prospects and recurring clients warm between deadlines, in your firm's voice, so nobody drifts to a rival.
How it works
Live in weeks, then run for you.
01
We map your enquiries
On one call we map where accountants enquiries arrive, where they leak, and what each lost one is worth. You leave with a plan and a number.
02
We build the site and the workforce
A premium site signed off before any code, then the AI employees wired into your calendar and the systems you already run, with every regulated step approved by a human.
03
We launch it and keep it sharp
It goes live answering, qualifying, and booking. Then we monitor, report, and improve it, so the branch keeps getting better without you lifting a finger.
What it returns
The numbers a branch like this moves.
Billable
Hours put back that admin currently swallows
Under 24h
Every season enquiry acknowledged and triaged
Lower
Client drift as between-deadline contact improves
We have written up the mechanics behind these numbers: read why answering leads in seconds beats answering in hours and what closing at 6pm really costs.
Straight answers
What accountants ask before they commit.
The senior partners will not approve a monthly commitment without a board paper.
Every proposal includes a one-page board paper with the numbers finance partners read: saved hours per fee-earner per quarter and projected payback.
Our practice software is Iris and nothing integrates cleanly.
The scoping call checks Iris, Xero, and QuickBooks directly and names exactly which modules connect and which need a manual handoff, before you commit.
We have bought tools before that promised this and they sit unused.
There is a written adoption checkpoint at week six and a clause that we walk away if the team will not use it, backed by ninety-day usage telemetry.
Built to the standard
Built around UK accountancy standards by default (ICAEW or ACCA practising-certificate display, AML supervision under MLR 2017, MTD-ready messaging, ICO registration), with US, CA, and AU equivalents on request.
The agent stays inside scripts you approve, every regulated workflow is signed off by a human before it goes live, and we keep an evidence trail for inspection.
The maths
Priced against what it saves, not the hours it takes.
Builds start from £3,500 with a managed AI workforce retainer, shown in your local currency. A standalone AI employee runs about £3,000 to set up plus £700 a month. Most branches like this pay for themselves inside the first quarter on recovered enquiries alone.
Every build includes a 30-day AI trial: you watch it answering real enquiries before you commit. The call is thirty minutes, no pitch.
From
£3,500
One-off build for accountants. Workforce managed monthly thereafter. Use the calculator to see the payback on your own numbers.
Questions
What accountants ask us.
Yes. It triages every enquiry by deadline the moment it lands, acknowledges the client at once, and routes the urgent work to you first.
It can answer first-line MTD and filing questions from your approved scripts and route anything that needs a fee-earner, keeping the messaging current.
It connects with common platforms such as Iris, Xero, and QuickBooks, and the scoping call confirms exactly what links and what does not.
It keeps recurring clients in regular, relevant contact through the year, so they stop drifting away citing silence between deadlines.
More in professional services
Run a different kind of practice? We go just as deep on these.
Book a strategy call
Thirty minutes on a branch for accountants.
We map where accountants enquiries arrive, the workforce that closes the gap, and the return it should make, then tell you exactly what we would build and what it costs. No pitch deck.
Start with the 30-day AI trial.
Every build includes a 30-day AI trial. You watch the AI workforce answer and qualify real enquiries before the monthly retainer begins, so you commit to what it actually does, not to a promise.