An AI assistant for accountancy firms
Answers the deadline and paperwork questions, and chases what you are still missing.
What people ask it
What is hard now, and what changes
Every client asks the same deadline questions at the same time of year.
Answered instantly, correctly, all at once.
Chasing missing documents is the whole January.
The agent knows what is missing and asks for it.
Client files are complete in three different places.
One place per client.
What exists on day one
- ✓
Deadline and document questions answered
- ✓
A checklist per client of what is still missing
- ✓
Filings tracked with their dates
The agent, already configured
Nothing to set up from scratch. This is what you get the moment you start — and every part of it is editable.
Ledger
Answers deadline and paperwork questions, and chases what is missing
What it collects, without interrogating anyone
- client name
- entity type
- financial year end
- documents outstanding
- filing deadline
The brief it is built from
“An accountancy assistant that answers deadline and document questions instantly, keeps a checklist per client of what is still missing and asks for it, and tracks every filing with its date.”
Open this in the builderThe pages you get
Built from what the agent collects. Nothing to import first.
The parts that matter most here
Real memory
Your AI agent remembers every person — their history, preferences and past questions — across every session.
Tools & actions
Book meetings, capture leads, search a catalogue — your agent does things, and everything it learns is waiting for you.
14 languages
Your agent detects and speaks 14 languages automatically — no configuration.
Adaptive conversation
Your agent reads each person’s intent and tone, then adjusts how it talks — one at a time, never scripted.
Questions
How long does it take to set up an agent for a accountancy firm?
Minutes. You describe what you do in a sentence; the agent, its site and its first pages are generated from that, then you edit anything you disagree with.
Does it make things up?
It answers from what you give it — your pricing, your documents, your service list. What it cannot answer it says it cannot answer, and you get a list of those so you can fill the gaps.
Can it live on my own domain?
Yes. Point an A record at us and the agent serves from your domain with your branding and no trace of ours — no menu, no account bar, no badge.
What happens to what it captures?
Everything lands on your dashboard as real records — checklist, documents, contacts — which you can export or pull through the API.
Close to this
The sentence is already written
The agent, its website and its first pages are generated from it — then you change whatever you disagree with.
Build your agent free