Call, then hang up.
Call and hang up after two rings. You'll get a text back within seconds, the same one your customers would get.
Call to try itAI Automation for Accounting, Insurance and Professional Services Firms
More billable hours, less admin.
Your team bills for expertise but spends hours on intake, documents, email and status updates. AI takes the paperwork and follow-up off their plate, so billable time goes further.
Sound familiar?
Where time and money leak.
- Document collection and data entry
- Inboxes full of routine questions
- Slow proposal and renewal follow-up
- Reporting built by hand every month
Works with your tools
Nothing to move.
I build around the software you already run. Common examples in this industry:
- QuickBooks
- Karbon
- TaxDome
- Applied Epic
- HubSpot
- Microsoft 365
Try it yourself
Try it on your own phone.
Text the word BOOK.
Text BOOK to the number. An AI assistant replies, asks a couple of questions and books you into an open slot.
Text BOOKCall after hours.
Call after business hours or on the weekend. The AI receptionist answers, asks what you need and offers to book a time.
Call after hoursCall from this page.
Pick a sample business and talk to its after-hours AI receptionist right in your browser.
Real work
Projects already live.
Recommended services
What professional services automate first.
Document and Data Entry Automation
Faster turnaround for customers.
Starting from $199/moLearn more ›AI Email Inbox Management
Customer emails get answered the same day.
Starting from $79/mo per inboxLearn more ›Lead Follow-Up Automation
More of the leads you already get turn into customers.
Starting from $199/moLearn more ›Automated Reporting and Dashboards
Spot what's working and do more of it.
Starting from $99/moLearn more ›AI Knowledge Base and SOP Assistant
Consistent service no matter who's working.
Starting from $199/moLearn more ›Custom AI Agents
Handle more volume without more hires.
Starting from $3,500 per agentLearn more ›Common questions.
Can AI read tax documents and insurance forms?
Yes. Document processing extracts data from PDFs and scans, and flags anything uncertain for review.
Is client data secure?
It runs in your accounts with role-based access and providers that don't train on your data.
Free AI audit
Find out where you're losing customers.
In 30 minutes, we'll find your biggest leaks. You leave with a short written plan: what to fix first, what it costs and what it should pay back. No obligation.