AI assistant for an accounting firm: 80% fewer basic questions
An AI assistant on WhatsApp that answers an accounting firm's clients from their own data, and hands over to the team on sensitive topics.
01 · Context
Context
The firm's clients kept asking the team basic questions about their own company's accounting data. Each answer took time the team needed for the files that actually called for their expertise.
02 · Challenges
Challenges
Free the team from repetitive questions, give each client secure access to their own data only, and keep the team focused on high-stakes topics.
03 · Our approach
Our approach
An AI assistant available directly on WhatsApp through a Twilio number. Each client securely queries the accounting data of their company or companies, which stays in Inqom. Keywords such as holding company, merger, sale, acquisition or tax evasion hand the conversation to the team. Live in 6 weeks.
04 · Results
Results
-80% basic questions reaching the team, which now spends its time on its clients' real issues.
-80%
basic questions to the team
6 wks
to go-live
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What do you need?
Three questions to point you to the right expertise, or a direct conversation with a consultant.