AI assistant for an accounting firm: 80% fewer basic questions
basic questions to the team
-80% basic questions reaching the team, which now spends its time on its clients' real issues.
Tags
Key result
-80%
basic questions to the team
01. The problem
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. The solution
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.
03. The result
-80% basic questions reaching the team, which now spends its time on its clients' real issues.
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