The Lead Generation Agent
Captures every inquiry from web, email, social, and missed calls. Qualifies and routes hot ones to your phone in real time.
For Accounting & CPA Firms
AI Agents Built for Accounting & CPA Firms.
Your Next Employee Isn’t Human.
We're a veteran-owned AI automation consultancy that builds purpose-built AI agents for accountants. We know your workflows: tax-season scramble, client document collection running late, missed deadlines, and routine client questions stealing partner hours. And we know the tools you run on: QuickBooks Online, Drake, Lacerte, ProConnect. We integrate with them, not around them.
Why This Matters
Most accountants are bleeding time on the same few things.
In our Diagnostics with accountants across the Upstate, the same patterns surface every time: tax-season scramble, client document collection running late, missed deadlines, and routine client questions stealing partner hours. Each one is a clean automation target. Most of our accountants clients see typical monthly savings of $2,500 to $5,500/month in their first quarter or two.
Meet Your AI Agents
Fifteen agents we build often. Or one built to your exact need.
These fifteen are the agents we build most often, in plain English. For accountants, your highest-impact picks are usually lead generation, scheduling, invoice, customer support, and order tracking. We also build a fully custom agent for whatever specific workflow is unique to your practice. Plus AImee, our premium Voice Agent, priced separately.
The Customer Support Agent
Triages inbound questions, drafts replies to common ones, escalates the urgent. Handles 80% of routine inquiries before they hit you.
The Scheduling Agent
Books appointments, confirms the day before, reschedules cancellations, dispatches the right person. No more phone tag.
The Invoice Agent
Sends invoices on time, chases unpaid ones on a polite-but-firm cadence, stops when paid. Most clients cut AR-days by 40%+.
The Office Assistant Agent
Your virtual right hand. Email triage, document filing, meeting prep, expense capture, and the dozen tiny tasks that eat your morning. Quiet, tireless, accurate.
The Financial Intelligence Agent
Reads your books, flags cash flow risks, tracks margins by job or product, and emails you a plain-English weekly summary. Like a fractional CFO on retainer, for a fraction of the price.
The Business Development Agent
Researches prospects, drafts outreach in your voice, follows up on cold leads, and books discovery calls. A pipeline that fills itself while you sleep.
The Project Management Agent
Tracks every job from sold to delivered. Updates statuses, nudges teammates on stuck work, flags overdue tasks, keeps clients in the loop. Nothing falls through the cracks.
The Social Media Agent
Drafts and schedules posts in your voice, responds to comments and DMs, monitors mentions. Hours back every week.
The Order Tracking Agent
Watches every order or job, proactively notifies the customer at each step, answers "where's my order?" before they have to ask.
The Competitive Analysis Agent
Watches your top competitors so you don't have to. Tracks pricing, promos, reviews, and social posts. Weekly digest of what they're doing and how you stack up.
The Internal Knowledge Agent
A private Q&A bot for your team. Trained on your SOPs, policies, manuals. Cuts "how do we do this?" interruptions to near zero.
The CRM Followup Agent
Keeps your pipeline moving. Logs every touchpoint, drafts the next message at the right cadence, and nudges your team when a deal goes quiet. Nothing sits in the CRM forgotten.
The Prospecting Agent
Finds and researches the right prospects for you, builds a clean, enriched target list, and surfaces the best-fit leads to reach out to first. Your pipeline starts full instead of empty.
The Accounts Receivable Agent
Watches your aging report, sends polite-then-firm reminders on the cadence you set, escalates the stuck ones, and stops the moment the check clears. AR-days drop fast.
+1 · Built To Order
A Custom Agent. Yours.
Got a recurring workflow these fifteen don't cover? Tell us in the Diagnostic. We build the agent your specific business needs, from scratch, to spec.
How Working Together Works
Start small. See value before you spend big.
Every engagement begins with the Diagnostic. The first dollar you spend buys clarity, not a sales pitch.
Start here
The Diagnostic
One to two weeks
Free
No charge unless you move forward
Then $500, credited to your build
The 90-Day Build
Where we build, together
$1,750
per month, three months
or $5,000 flat, half up front
Your Tools Run
Once it's live
From$200
per month, per tool
Maintained for you. You understand it.
Stay Connected
Ongoing, optional
$500
per month
A partner, not a vendor
Where We Serve Accountants
Building AI agents for accountants across Upstate SC.
On-site Diagnostics across these six Upstate SC metros. Wherever your accountant practice is, we can be in your office.
Stop drowning. Start delegating.
Ready to see what AI can save your accountant practice?
Take the 60-second Quick Audit. You'll see your monthly savings estimate immediately. We follow up with a custom ROI report and implementation plan within minutes.
★ Veteran Owned · Upstate South Carolina · No long contracts