AI for Accountants That Books Discovery Calls Only With Clients Worth Your Time
Boafo Agent gives accountancy firms, bookkeepers and tax advisers a branded AI Employee that answers new client enquiries 24/7, qualifies them against your ideal-client criteria (turnover, entity type, service mix) and books discovery calls into the right partner's Google Calendar.
Live in production with real customers. Trained on your business before launch.
What's getting in the way today
- Partners get pulled into early-stage tyre-kicker calls that go nowhere.
- Website form-fills are vague and slow to follow up.
- New business leaks because junior staff can't qualify quickly out of hours.
- Discovery calls are scheduled over five emails and a calendar tool.
- Sole traders below your ideal client size soak up partner time.
How a Boafo AI Employee works for an accountancy firm
We train an AI Employee on your services (year-end, VAT, payroll, R&D, audit, advisory), pricing approach and ideal client. It answers questions in plain English and never gives tax or legal advice.
For new client enquiries it asks the qualifying questions a senior would: entity type, turnover band, payroll headcount, current accountant, services needed and timeline. The structured summary lands in your inbox and Google Sheets ready for triage.
If the prospect is in your ICP the AI Employee offers a discovery call and books it straight into the right partner's Google Calendar with a Google Meet link. If they are below your floor it captures the lead politely without burning a slot.
Existing client questions (deadlines, document requests, portal access) are answered or routed to the right account manager.
Example conversation
Why teams choose Boafo Agent for this
Partner time protected
Only ICP-fit prospects reach a partner's diary, the rest are captured as leads.
ICP-aware qualification
Built-in criteria on turnover, entity and services, configured with you on onboarding.
Discovery calls auto-booked
Qualified prospects book straight into Google Calendar with Meet attached.
24/7 capture
Enquiries from Sunday evening are qualified and in your inbox by Monday morning.
Never gives tax advice
Trained to scope, not to opine. Every regulated question is escalated to a human.
CRM and practice tools
Webhook into HubSpot, Pipedrive, Karbon or any CRM, plus email and Google Sheets.
Where the ROI shows up
One additional qualified client retained per quarter typically dwarfs a year of Boafo at £99 per month. The faster pay-off is partner time, every hour you do not spend on a tyre-kicker call is an hour back on chargeable or advisory work.
Boafo Agent is live in production today, qualifying prospects against ICP criteria and booking discovery calls into Google Calendar from a single branded widget.
Read customer stories →What customers say about Boafo Agent
"Boafo Agent handles onboarding, customer questions and recovery flows without our team touching every conversation. It felt live from day one."
"Our AI Event Concierge answers enquiries around the clock and books us private events while the bar is closed. The pipeline just keeps filling."
Trusted by teams running Boafo Agent live
The pillar Boafo Agent solution: answer every call, qualify the caller, book the meeting.
Learn more →Score and route inbound leads the moment they land.
Learn more →Turn website visits and replies into booked time on your calendar.
Learn more →Run discovery, follow up, and progress deals 24/7.
Learn more →Resolve tier-1 questions instantly across phone, chat, and email.
Learn more →One virtual AI receptionist across your phone, site and inbox, trained on your business.
Learn more →Simple, transparent pricing
Pick the tier that fits today, upgrade when you outgrow it. Full pricing on the pricing page.
Starter
Solo owners and small teams getting started with one channel.
- 1 channel (web chat or voice)
- Up to 500 conversations / mo
- Email + Sheets handoff
Professional
Most popularMulti-channel coverage for growing service businesses.
- Voice + chat + WhatsApp
- Up to 3,000 conversations / mo
- CRM + calendar integrations
Enterprise
Multi-location, custom integrations and dedicated support.
- Unlimited conversations
- Custom integrations & SSO
- Dedicated success manager
Businesses are adopting AI employees to reduce missed calls and improve response times.
An always-on team member that picks up the moment a customer reaches out, in any language, on any volume.
- Available 24/7
- Never misses a call
- Handles unlimited conversations
- Answers in seconds
Explore Solutions For Your Industry
See how teams in your sector are deploying AI Employees.
Quotes, tracking, dispatch handled around the clock.
Explore →Qualify enquiries, book viewings, never miss a lead.
Explore →Triage callers and schedule visits without taking staff off-floor.
Explore →Intake, scope, and book consultations for accountants and law firms.
Explore →Answer admissions questions and book tours 24/7.
Explore →Frequently asked questions
Will it give tax or accounting advice?
No, never. It is trained to scope and capture, not to opine. Anything regulated or technical is escalated to a partner with the full conversation.
Can we set our ideal-client criteria?
Yes. On onboarding we co-design the qualifying questions (entity, turnover, headcount, services, timeline) and your acceptance thresholds.
Does it integrate with our CRM or practice management tool?
Yes. Out of the box, email and Google Sheets. Webhook into HubSpot, Pipedrive, Karbon, custom CRMs and practice tools is included.
Can it handle existing-client queries?
Yes. Deadline reminders, document requests and portal questions can be answered or routed to the right account manager.
How is the data protected?
Conversations are stored in your tenant only with strict row-level security, UK and EU data residency and encryption in transit and at rest. See the security page.
How quickly can we launch?
Most firms go live within a week, including qualifying questions, partner routing and discovery-call booking.