AI Agent for accounting firms

New client qualification

The agent follows your firm's checklist so nothing critical is skipped on the first call. Onboarding tunes qualification questions, calendar/CRM integrations, and runs 30–50 test calls before production go-live.

• ✓Legal form (sole prop, LLC, other)
• ✓VAT / non-VAT / exemption
• ✓Estimated monthly documents
• ✓Employees and payroll / HR scope
• ✓Industry and desired start date

Package suggestion

Based on answers, the agent proposes a tier (e.g. “Basic sole prop”, “Full VAT company”) - your accountant confirms on the consultation. Onboarding tunes qualification questions, calendar/CRM integrations, and runs 30–50 test calls before production go-live.

Compliance boundaries

The agent does not provide tax advice - it collects facts and books meetings. Guardrails align with professional requirements. Onboarding tunes qualification questions, calendar/CRM integrations, and runs 30–50 test calls before production go-live.

Integrations

Export to CRM, Google Sheets, or practice management tools. Email notification to the assigned partner. Onboarding tunes qualification questions, calendar/CRM integrations, and runs 30–50 test calls before production go-live.

Compliance, quality, and scaling

Every Coldbot template supports GDPR-style guardrails: recording disclosure, contact consent, retention policy, and DNC lists aligned with your legal policy. Managers sample transcripts weekly - fix one objection path at a time, then raise dial volume. After a 50–100 call pilot you lock connect and meeting KPIs; RevOps exports results to CRM or BI via webhook. Your CSM helps tune qualification questions to your offer and vertical.

• ✓GDPR: consent, retention, DNC
• ✓Transcript QA - 10–20/week
• ✓KPI sign-off before scale
• ✓Webhook reporting to BI

FAQ

Frequently asked questions