AI-Agents for Consultants in Client Services in Accounting and Bookkeeping working with Microsoft Office 365

Shape prospect needs into engagement drafts with clear scope questions.

You get a business proposal draft with costs tied to your service rates and open questions ready for your review.

Works with29 tools

Turn prospect needs into scoped engagement proposals.

Your prospects receive branded business proposals based on their emails and the pricing rules you set.

Works with5 tools

Tell clients who covers an engagement and flag urgent project emails.

Your clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.

Works with10 tools

Send approved absence replies and pass pressing client work to the backup.

Your senders hear back while you're away, and your backup sees requests that need attention before you return.

Works with12 tools

Welcome each new engagement with its agreed scope and kickoff steps.

Your new client gets a personal welcome after signing, with clear first steps and a link to share files.

Works with24 tools

Give flagged client questions a next-day task that states the response needed.

See your next steps in the flagged-email task list, with action notes and due dates for tomorrow.

Works with6 tools

Send completed reports to client stakeholders and flag missed deliveries.

Your finished packet goes to the people you name, with a delivery ledger showing failed addresses and messages still pending.

Works with5 tools

Find the right consultation link for a client invitation.

Get the right appointment booking link for your invitee note, plus a sentence you can paste without searching every host and meeting type.

Works with8 tools

Reserve consultation slots and confirm times with clients.

See new bookings with the client's note on your calendar, and catch missing confirmation emails before they leave a visitor guessing.

Works with