Trusted by Accounting Professionals
See how AI Agent technology is transforming client relationships
“My clients used to ask me 'do we have enough cash to pay creditors?' every single day. Now they ask our AI Agent, which frees me up to focus on higher-value advisory work. It's a game-changer for scaling my practice.”
“Instead of me spending hours answering repetitive client questions about their financials, our AI Agent handles it. My clients get instant answers, and I can take on more clients.”
“The beginning of the month used to be a flood of client emails with the same basic questions. Now, our AI Agent empowers them to explore their own data, so our conversations are about strategy, not just numbers.”
How It Works for Your Clients
Enable client success through AI Agent technology while you focus on strategic advisory
Help your client link their Xero or QuickBooks account in under a minute. You guide the setup, they get the insights.
The AI Agent sends proactive, easy-to-understand updates via voice notes. Clients can ask questions about their finances anytime and get instant clarity.
Armed with AI-generated insights they actually understand, your clients make informed decisions while you focus on strategic advisory work.
AI Agent Technology Pricing
Choose the plan that delivers strategic insights and drives business decisions
14-day free trial and 30-day money-back guarantee
Trial and guarantee periods start from your account activation date
- Daily updates available
- Cash Balance
- Cash Inflows and Outflows
- Voice and Text Reports
- AI Agent conversations
- Team Member Management
- AI Agent conversations and insights
Perfect for accountants wanting to trial AI-enhanced client communications or individual businesses seeking self-service insights
- Onboard your own clients
- All Starter features
- Chat with Your AI Agent About Financial Data
- Help Any Client Understand, Regardless of Financial Literacy
- Give Clients Complete Financial Context They Can Follow
Built for practices ready to scale through AI-powered strategic insights and proactive client advisory services