AI for accountants

Your team is working to deadlines.
Léa answers calls and chases documents.

Léa answers your clients and chases the documents you are waiting for. Your staff see the reason for the call, the missing documents and the promised dates, so they can move each file forward.

Available in France today. Coming soon to the UK and Europe.

A call, or a document you’re waiting forYour situation

The agent follows your instructionsThe conversation

Your staff member has the contextYour team takes over

See real-life situations

SITUATIONS YOU FACE

An everyday problem.
A clear next step for your team.

Choose a situation to see the conversation and the actions set up in this example.

THE STARTING POINT

Your staff are working to tax deadlines. Every call pulls them away from a file, even when all it takes is finding the right person to speak to.

WITH STARLEADS

Your firm is busy. The request reaches the right person.

Léa identifies the client, the file and the reason for the call before applying your rules.

Around tax deadlines

Léa · AI agentPhone · 10:30

Your customerI have a question for the person handling my year-end accounts.

LéaWhat’s the name of your company? I’ll put you through to your accountant.

Transfer to your accountant

The call goes to the number set for this client.

The conversationLéa in conversation
Action 1Call transferred within the firm
Action 2Reason logged in Starleads
Action 3Summary sent via Gmail

YOUR RULES, IN EVERY CONVERSATION

The agent takes over.
You stay in control.

You decide what Léa can explain and what needs a member of your staff.

Opening hours, directions and documents to provide: Léa answers from your firm’s documents.

A question about VAT or a tax scheme goes to the staff member in charge. Léa takes down the question without giving an opinion.

You say who handles which client, and when to transfer the call rather than take a message.

Your agent’s instructionsChanges saved

01/03Practical answers

Instructions:

Practical answers

Opening hours, directions and documents to provide: Léa answers from your firm’s documents.

Your team sets the rules and adjusts them.

Compare

Your own reception, an outsourced receptionist
or an AI agent?

Three ways to answer the clients of an accountancy firm.

What matters to your team	Your firm’s reception	Outsourced receptionist	Starleads AI agent
Around tax deadlines	Depends on who’s available	A message taken for you	Léa answers and routes every call
At lunchtime	Depends on your opening hours	Depends on the contract	Léa answers
Tax questions	Depends on who picks up	A message passed on	Noted and passed to the staff member in charge, never handled by Léa
Missing documents	Chased by hand	Needs adding to the contract	Chased by Léa, at the times you set

Setup

Your firm’s AI agent,
in three steps.

Call answering and document chasing from Starter · use of your own number, appointments in the partners’ calendars, SMS, webhooks and workflows from Pro.

01 · Configure

Write your instructions

Which staff member handles which clients, the questions she answers, the questions she passes on: it all goes into her instructions.

Agent

LéaEnglishInbound

First message

Hello, I’m Léa, the accountancy firm’s AI assistant. How can I help you?

Instructions

ContextExample set-up for your accountancy firm. Opening hours and contacts set by your team.MissionIdentify the client file and pass the request to the staff member in charge.RulesFollow the approved instructions. Pass on to the team any request that needs their action.

02 · Connect

Add your practical information

Opening hours, directions to the office, documents to provide for each engagement: drag your files into her knowledge base.

Knowledge baseUpload

DOCUMENT NAME	STATUS
Documents by engagement.pdf	Completed
Firm contacts.pdf	Completed
Opening hours and directions.pdf	Completed

03 · Automate

Schedule your chasers

Each list of incomplete client files becomes a call campaign: you set the time slots and the interval between attempts.

See automated calling →

Create a campaignSchedule settings

Number of call attempts: 4 (limited to 4)
Delay between two attempts (hours): 2
Simultaneous calls: 3 calls in parallel
Time zone: Europe/Paris

Call days

MonTueWedThuFriSatSun

Default time slots

09:00 – 12:0014:00 – 17:00

Calls allowed on public holidays

BEFORE YOU START

Questions you may still have.

Does it connect to our practice software?

From Pro, the results can be sent to your tools by API or webhook: client, reason for the call, documents promised and summary. Whether the agent can look things up in your software during the call depends on its API and the requests you set up.

Do I need to change my number? How do my calls reach Léa?

No. You keep your firm’s number and forward calls to Léa at the times you choose. A SIP line or extensions can also be connected from Pro.

Are conversations with our clients protected?

The data and the models are hosted by OVH, in France, in the EU. The data is encrypted at rest and in transit. You can delete any recording at any time. Calls are not used to train the models.

How much does it cost to chase documents?

Each chaser counts as one contact, up to 4 attempts included. With the 12-month commitment, a contact uses 38 credits on Starter, 36 on Pro and 35 on Business; with no commitment, 48, 46 and 44 (1 credit = €0.01 excl. VAT). Starter costs €79 excl. VAT a month with a 12-month commitment and 118,800 credits included for the year (or €99 with no commitment, with 9,900 credits a month). Sending the document list by SMS requires the Pro plan.

Starleads is coming to the UK and Europe.

Starleads is available in France today. Join the waitlist and we’ll email you as soon as it opens in your country.

Have a custom project? Tell us about it