AI agents for your fee pipeline.
We build AI agents that solve the day-to-day client acquisition and marketing problems mid-market accountancy and audit firms actually have. Not strategy decks. Not generic advice. Working agents that find your clients, draft your outreach, qualify your inbound, and keep your partners doing the work that actually grows the fee book.
Most accountancy practice growth problems fall into one of seven. We have an AI agent for each.
Tell us which of these sounds like your Monday morning. We'll show you the agent we'd build, what it does day one, and the result you should expect inside 90 days. Most firms start with one or two and add the others as the engine grows.
"The right CEOs and FDs in our target sectors don't know we exist — and they sign with the firm down the road by default."
Client engagementClient Engagement Agent
Researches every named target — whether it's a founder at a fast-growing SME, an FD at a mid-market PLC, an FD running an owner-managed business, or an in-house finance team needing tax or audit support — and writes outreach in your partners' voices. Different message for the founder considering their first audit vs the FD reviewing their tax adviser vs the CEO planning a restructuring. Senior partner review before anything sends. Reply rates of 8–15% are normal once it's tuned.
"We sponsor sector dinners, attend Accountex and host roundtables, and can't tell you what came of it."
Event ROIEvent Follow-Up Agent
Reads every conversation note, every business card photo, every dinner attendee list within 24 hours. Drafts personalised follow-up in your partners' voices. Routes the warm ones — FDs, founders, in-house finance leads, prospective referrers — straight to the right partner's diary. We run this live for clients across major industry trade events on three continents.
"Inbound enquiries from the website, referrals and tender invitations sit in inboxes for days while the prospect cools."
Inbound conversionInbound Response Agent
Triages every form fill, referral introduction, RFP and tender invitation within minutes. Qualifies the enquiry against your ideal client profile, drafts a response in the right partner's voice, books the meeting if appropriate, and routes the right person on your team. No more inbound sitting in a shared inbox while the prospect signs with another firm.
"Our CRM is a graveyard. We don't know which prospects went cold, which old clients have new leadership, which referrers we've not spoken to in a year."
Pipeline you can trustPipeline Hygiene Agent
Cleans the CRM, deduplicates contacts, enriches missing fields, scores every prospect and referrer relationship, and writes a one-line summary of where each opportunity sits and what should happen next. Partners see real opportunities. Marketing sees real lead quality. The managing partner finally gets a fee pipeline number that's built from the system, not assembled the night before the partners' meeting.
"We post on LinkedIn, write the odd technical update, and prospects scroll past it."
Content that earns attentionContent Engine Agent
Listens to your partners' client conversations, reads your sector reports, watches the questions FDs and founders actually ask. Drafts the LinkedIn posts, the regulatory briefings, the sector commentaries, the case studies, the partner-led thought leadership. In your partners' voices, on your real client work — not generic accountancy-thought-leadership filler.
"A competitor wins our target client, and we don't hear about it until three months later."
Client intelligenceSignal Agent
Watches the moments that matter at your target clients: a new FD starting at a mid-market firm, a Series B fundraising at a fast-growing SME, a competitor losing an audit tender, an owner-managed business announcing a sale, a sector restructuring underway. Pings the right partner the moment something fires — not three months later when you read about it in Accountancy Age.
"Our managing partner wants to know which campaigns are winning fees. We can't give a clean answer."
Marketing ROI you can defendReporting Agent
Pulls the numbers from your CRM, marketing automation, event sign-ups and ad platforms into one weekly report. Tracks which campaigns sourced which fee opportunities. Tracks which content moved which clients forward. Drafts the partner-meeting summary in the format your managing partner actually uses. Marketing finally gets the credit it earns — or the honest critique it doesn't.
Every prospect in one place. The whole story, one screen.
Today, the data on a target SME founder, a mid-market FD, an owner-managed business, an in-house finance team or a key referrer is scattered across your CRM, your marketing tool, event sign-up lists, LinkedIn licences and intent feeds. Half of it never reaches the partner who needs it.
What we build: we connect your existing systems and let the agents work from one shared view of every prospect and client. Your team opens one screen and sees the whole story for any account — what they engaged with, who they've spoken to in the firm, who the key contacts are, what changed last week.
No replatforming. No new system to learn. Your team keeps the tools they know — the agents do the work behind the scenes.
Three outcomes you'll actually feel.
What changes about Monday mornings once the agents are running.
Inbound enquiries answered in 15 minutes, every time.
Last month: 12 enquiries, 4 replies the same day, 3 went cold. This month: 38 enquiries from FDs, founders and in-house finance leads, every one answered within 15 minutes by the right partner with the right context.
Twelve qualified meetings booked into your partners' diaries.
Six weeks of personalised outreach to 80 named accounts — mid-market FDs, SME founders, in-house finance leads. Twelve replies, twelve confirmed slots, one-page brief for each. Senior partners turn up to a calendar that matters.
A fee pipeline number the managing partner actually trusts.
187 active fee opportunities across audit, tax and advisory, sourced and scored by the system. The partners' meeting deck is built from data, not assembled the night before. Conversation moves to "where do we double down."
Three ways to get started.
Most firms start with one or two agents and add others as the engine grows. Pick the path that fits where you are right now.
Book a 30-minute strategy call
Walk us through your current BD motion, your top target clients and where you most need pipeline. We come back with the two or three agents that would pay back fastest, and what we'd build in 90 days. No deck, no pitch — just an honest read of where the leverage is.
Book the call FREE 90-day programmeApply for Win FREE Pipeline Q3
Each quarter we pick eight B2B businesses and build them an AI Revenue Engine, free, for 90 days. Accountancy and audit practices are an explicit target audience for Q3. Applications close 27 June; we kick off 7 July with the eight selected.
Apply for Q3 The full programmeThe 100-Day GTM OS™
The complete operating system across all seven agents, working as one connected engine for a full quarter. The right starting point if you want a full reset of how your firm runs BD — and the foundation under every other engagement.
See the platformTell us which Monday sounds like yours.
Pick the problem that hurts most. We'll show you the agent we'd build, what it does in week one, and the result you should expect by day ninety. A 30-minute call is enough to know whether it's a fit.