AI agents for accounting & bookkeeping firms


Answer routine questions, qualify prospective clients against your firm’s criteria, and book consultations into the availability you choose. We set up the system around your services and your team.

Your team handles the professional advice. The system handles the first response and follow-up.

Get my free audit

About 3 minutes · No card · Detailed plan on the review call

  • Where enquiries stall
  • Initial assessment
  • Review call for your action plan
Phone Agent — one month at a Toronto law firmClient example · results vary
Calls answered
Appointments booked
%Booking rate
Spam blocked

87 appointments booked at a Toronto law firm. Agent usage cost for that month: $ — about 52¢ per appointment in this account. This is usage cost, not the full service price or customer acquisition cost.

5.0on Google
100+agents running for clients
52¢agent usage per booking · law-firm example
10+years serving local businesses

The problem

A prospective client calls while your team is working toward a filing deadline.

  • Their enquiry joins the callback list.
  • The consult never got booked.
  • The review never got asked for — again.
  • The last post on your page is from the last quiet week you had.
  • Every hour spent catching any of it back up is an hour nobody can bill.

Your team needs time for client work and a consistent way to handle new enquiries. Qualifying the fit before booking helps you protect both.

See it in action

One missed call, two different outcomes.

A business owner calls about moving firms. The agent handles initial enquiry details, not advice about their file. Your team keeps the professional decisions.

How it goes now

  • Phone rings out. No voicemail — most people don't leave one.
  • You spot the missed number between appointments.
  • You call back. You get their voicemail.
  • They signed with the firm that picked up.

With the Phone Agent

  • Agent picks up and asks what they're looking for.
  • Checks their needs against your services and client-fit criteria, then checks your approved availability.
  • Books Tuesday 9am and texts the confirmation.
  • You open your calendar to a booked consult, with the details already captured.

The agents

Start with one problem. Add the agents you need.

Start with the workflow taking the most time or leaving suitable enquiries unanswered. The eight agents below give you options as your firm’s needs change.

Calls

Phone Agent

Answers the phone, finds out what the caller needs, and books the consult — evenings, weekends and all through busy season.

Follow-up

Inbound Setter

Answers email, text and social messages in seconds, qualifies the enquiry and books it in — then chases the ones who went quiet.

Local search

Google Business Agent

Keeps your Google listing accurate, posts to it, and replies to reviews — so yours is the firm that shows up nearby.

Posts

Social Media Agent

Writes and publishes your deadline reminders and updates across your accounts, including the ten weeks you have no time to.

Getting found

SEO Agent

Works on your site so the firm turns up when someone nearby searches for an accountant or a bookkeeper.

Google ads

Google Ads Agent

Audits your search campaigns, builds the pages they point at, and shows you what a booked consult actually cost.

Facebook ads

Facebook Ads Agent

Runs your Facebook and Instagram campaigns and refreshes the creative before it stops working.

Reddit ads

Reddit Ads Agent

An option when your audience is active on Reddit. We assess the fit before recommending targeting, tracking and creative.

Ask on your call

Specialist workflows, scoped separately

An outbound agent that works dormant enquiries, past clients and referral partners — and one that takes over the recurring admin you currently pay someone to do. Scoped on a call, not sold from a dashboard.

How it works

Agree the plan. Prepare the setup. Launch the first agent.

After you decide to proceed, we confirm the scope and launch schedule with you. The first goal is one working workflow, tested against your business rules.

  1. 01

    Prepare your site and business information

    Your package includes a website: a one-page build for the group programme or a full custom build for done-for-you. We agree the content and delivery schedule during setup.

  2. 02

    We capture how the firm talks

    We capture your services, client-fit criteria, approved answers and appointment availability. You agree what the agent can handle and what needs a member of your team.

  3. 03

    Test and launch your first agent

    We check the answers, booking flow and handoffs before launch. With done-with-you, we guide your operator through setup. With done-for-you, we manage setup and operation while you approve the business rules.

Before you commit

Complete the free audit. See an initial assessment, then book a review for the detailed findings, priorities and costs.

Setup week

Complete the intake, provide account access and agree the content and business rules.

Within 30 days

Launch the agreed site, brand setup and first agent, subject to the intake and access requirements below.

After launch

Review enquiries and handoffs with us. Refine the first workflow before adding the next.

Receipts

Results from individual client accounts.

These examples show the agents at work across different businesses. They are not forecasts for your business. Appointment counts and tracked conversions are not completed sales.

Phone Agent · Toronto law firm49%

of inbound calls booked

  • 178 calls answered
  • 87 appointments booked
  • 53 spam calls blocked
  • $45.50 agent usage cost
Google Ads Agent · same firm$6

cost per conversion

  • $356 managed spend
  • 123 clicks
  • 55 conversions
  • $2.20 all-time agent cost
SEO Agent · six months4–6x

more clicks from search

  • ~25 clicks/day at the start
  • ~105–140 clicks/day now
  • ~5,000 impressions/day
  • Nobody hired to write it
Facebook Ads Agent16

conversions from CA$142

  • CA$142 ad spend
  • 16 tracked conversions
  • Roughly $8.88 each
  • Creative refreshed on its own

Usage costs shown exclude installation and service fees. Ad spend is listed separately. Your costs and results depend on your setup, demand and follow-through.

See which part of your firm’s intake needs attention first. Start with the free audit.

Get my free audit

Client experience

Less interruption. More time for client work.

YLAW’s experience shows how AI intake can protect working time in a professional practice. It is a law-firm case study, alongside general client testimonials about our work.

“It frees up a 5-hour block where I can actually get work done.”

“Working with Paul to build my website was an absolute pleasure. He was professional, communicative, and incredibly skilled from start to finish. Not only did he bring my vision to life, but he also added touches I hadn't even considered.”

“Paul is very knowledgeable in all things digital marketing. If you need a website or you need to increase your online sales, definitely reach out. You won't be disappointed.”

“The team at Affinity has been with me since day one! Their level of understanding our needs as a dynamic brick and mortar space really made a difference. Paul worked with us not only in person but manages our site from a distance.”

Who you'll be dealing with

Two people. Not a call centre.

You’ll know who is handling your setup and who to contact for help. Weekly support calls are available while you’re with us.

Paul Giovanatto, founder of Affinity Design, in a navy Affinity Design polo shirt

Founder · Builds the agents

Paul Giovanatto

100+agents running
40+sites shipped
10+years

Paul has been building websites and running marketing for local businesses for over a decade — Google, Meta, SEO, the whole stack. When agents got good enough to do real work, he built the eight on this page and put them into live client accounts. We run every one of them on our own business first. The social you see from us is the agent. Our ads are run by the ads agents. We don't sell you anything we haven't installed on ourselves.

David Pineo, client relations at Affinity Design, in a navy Affinity Design polo shirt

Client relations · Your point of contact

David Pineo

100+owners advised
25+sites shipped
10+years

David has spent 10+ years sitting down with owners and working out how the business actually runs — who answers the phone, what happens to an enquiry, where consults go missing between the first call and the engagement letter. He maps your install, keeps it moving, and runs the weekly call. Practical, no lecture. If something isn't working, he's the call you make.

What it costs

$2,000–$20,000 USD for the installation. Scope determines the price.

The installation is a defined, one-time scope. The price depends on your website, the workflows you need and whether your team runs the agents with our support or we run them for you.

Assess the full cost against time saved and the contribution from suitable new clients. The law-firm example above shows agent usage only; it does not establish your firm’s acquisition cost or payback period. We’ll scope your setup so you can make that comparison.

If you want to proceed after the free audit, book a call for a written scope and exact quote. You can review the costs before making a commitment.

Agent usage is billed separately and varies with what you run. The review call covers running-cost guidance; the proposal sets out the installation, any ongoing service charges and advertising budget before you commit.

You run them, we're behind you

Done with you

We provide the site, agreed agents, playbooks and weekly support calls. Someone on your team operates the system with our guidance.

We manage the system

Done for you

We build the custom site, install the agreed agents and manage their operation. Your role is to provide access, approve the business rules and make decisions when an enquiry needs you.

We take 10 installations a month so each setup gets direct support.

The 30-day launch guarantee

Live in 30 days. If we miss it, we finish the setup at no extra charge.

The launch commitment covers your agreed website, brand setup and first agent within 30 days of starting the installation. If we miss that deadline, we continue the setup work at no additional charge until they are running.

This is a delivery guarantee, not a refund or a promise of sales. Agent usage remains separately billed. Weekly support calls are available after launch to review what is working and what needs attention.

To keep the launch on schedule, complete the intake and provide the required account access in the first week, then supply the approvals and actions agreed in your setup plan.

Find out where the firm lands in the range — and what you'd switch on first.

Get my free audit

Honest fit

This is right for some firms and wrong for others.

We'd rather you rule yourself out here than six weeks in.

Right fit

  • ✓Enquiries are coming in and your capacity to answer them is the constraint
  • ✓You'd rather hold your own accounts than hand them to an agency
  • ✓You can hand over account access and actually complete the intake
  • ✓You want to know what's running and why
  • ✓You'll run the payback yourself rather than buy on a feeling
  • ✓You can provide an owner for access, approvals and decisions

Wrong fit

  • ✕You need guaranteed leads or sales from the first day
  • ✕Nobody on your side can review or approve business decisions
  • ✕You only want a course, without implementation
  • ✕You won't give access to the people installing your systems
  • ✕You need all eight running on day one

FAQ

The questions firms actually ask.

Will an agent talk to my clients about their file?

No. The agents work the front of the practice — answering, qualifying, booking and following up on enquiries. You set the rules for what an agent handles on its own and what it passes straight to a person, and anything outside those rules comes to you.

What happens in busy season?

That's the point of it. The phone gets answered at 8pm in April the same way it does in August, and the consult gets booked into whatever your calendar actually has left. The enquiries you'd normally lose between February and May are the ones this is built to catch.

How do I justify this against billable hours?

Compare the installation and ongoing costs with staff time saved and the contribution from additional clients who are a good fit. A booked consultation is not a signed client. Use your own conversion rates and service costs; we provide the scope and cost breakdown for that assessment.

Can we control which enquiries get booked?

Yes. During setup, we agree the services you offer, your client-fit criteria, appointment availability and which enquiries need a person. The agent follows those rules instead of booking every caller indiscriminately.

Whose accounts are these?

Yours. Your Google, your ads, your site, your phone number, your numbers. You hold the keys, which is deliberate — it's the opposite of an agency retainer where the accounts leave with the agency.

Do I need to be good with computers?

No. If you can write an email you can run this. We're on the call while you switch the first agent on, and the weekly call is there for anything after that.

How much of my time does it take?

Plan for intake, account access and approvals during setup. With done-with-you, someone on your team operates the agents. With done-for-you, we manage them and bring decisions to you. Weekly support calls are available; you don’t have to attend every week.

Is the website really included?

Yes. The group programme includes a one-page site you can expand in the builder. Done-for-you includes a full custom site. We agree the website scope and schedule before installation, as part of the 30-day launch commitment.

What happens after the free audit?

Submit your answers to see an initial assessment and an estimated enquiry cost where your answers support one. The detailed scorecard, recommended agents and running costs are covered on the review call. If email delivery is enabled, the results screen will tell you to expect the breakdown by email. No payment card is required.

Your next move

Find out where the enquiries are going.

Answer a few questions about your firm. See an initial assessment, then review the detailed findings and priorities with us before deciding whether to invest.

  • →Initial assessment based on your answers
  • →Estimated enquiry cost where your answers support it
  • →Detailed findings and recommended agents on the review call
  • →Setup scope and running costs discussed before you commit
Get my free audit

About 3 minutes · No card · Detailed plan on the review call