AI agents for
accounting firms
Automate intake, document collection, and filing—powered by AI.
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State-of-the-art AI that drives results
Our AI agents drive 10x client conversion lift.
24/7 lead capture
Answers inquiries in < 60s, identifies service type, qualifies client, and books consult.
Real-time Client Service
Hooks into your systems and answers FAQs, pushes milestone texts, and auto-open tasks.
Payment automations
Sequence overdue invoice nudges and upsell additional services.
Built for ambitious tax firms
Smart follow-up wins back client
Agent uncovers cancellation reason and brings the customer back with personalized discount
https://conduit-directory-images.s3.us-west-1.amazonaws.com/VoiceRecordings/Winbacks.mp3
Turn inquiry into confirmed booking
AI agent assists with booking reservation after answering amenity questions
https://conduit-directory-images.s3.us-west-1.amazonaws.com/VoiceRecordings/HotelBooking.mp3
Demo request follow-up
Reviewing pain points and goals ahead of Thursday’s call
https://conduit-directory-images.s3.us-west-1.amazonaws.com/VoiceRecordings/B2b.mp3
Measure and track what matters for you
Align your team around speed, efficiency, and ambitious milestones.
SPEED-TO-LEAD
90s
customer average
Conversion Rate
72%
improvement
HOURS SAVED
10h
per week
“Clients get milestone updates automatically, and invoices go out on time. Our team moves faster with
Conduit
."
Client Experience
Arcstone Accounting
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