AI-Agents for Handoffs in Accounting and Bookkeeping working with Front
Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
Email referred clients about their accounting needs and record the introduction.
New referral leads get an introduction tied to their stated need, and you can see the exact email and next step on the lead.
20 toolsSend approved absence replies and route urgent client deadlines to a backup.
Your senders hear back while you're away, and your backup sees requests that need attention before you return.
12 toolsReply to prospective clients and flag tax questions for the owner.
Your prospects get a useful first reply when your guidance covers their question, and you can spot threads that need your answer.
Draft replies to client bookkeeping questions from the full exchange.
Get a reply draft in the original email conversation when you're unsure what to say, with the earlier exchange taken into account.
