The AI front desk that wins clients for your accountancy practice on WhatsApp, 24/7.
Business owners shop for an accountant in the evenings around their day job. PocketChats answers their questions about your services and fees, qualifies them, and books the discovery call, so you convert enquiries while competitors sleep.
Trained on your accountancy practice · Setup & training included · Live in 48 hours
Every missed enquiry is money walking out the door.
Prospects compare a few accountants and pick whoever made it easiest to get started. If your reply waits until the next working day, the keen ones have already booked elsewhere. Most enquiries land out of hours.
In your world, a monthly client is worth thousands a year and stays for years. You cannot afford to miss them.
- ✕Enquiries arriving evenings and weekends
- ✕Repetitive questions on services and monthly fees
- ✕Discovery-call no-shows
- ✕Leads not captured or followed up
An agent that speaks accountancy practice, fluently.
Explain services and fees
Answers on bookkeeping, year-end accounts, self-assessment, VAT, payroll and packages from your pricing.
Qualify prospects
Identifies business type, turnover and needs so calls are with the right fit.
Book discovery calls
Books the call into your diary and sends reminders.
Capture every lead
Logs details so nothing slips through.
On-brand, confident replies
Mirrors your tone so every reply builds trust and sounds just like a member of your team.
One simple dashboard
See every conversation and lead in one place, and step in to reply yourself any time.
Handles the enquiries that matter to accountancy practices:
- ›New-client enquiries and fee questions
- ›Discovery-call booking
- ›Self-assessment deadline rushes
- ›Switching-accountant questions
What missed customers cost your accountancy practice.
Say your average customer is worth £2,000. Miss only a handful of enquiries a month and the lost revenue stacks up fast.
It pays for itself with just 1 recovered customer a month. Everything after that is pure profit.
Your client front desk agent, live in 48 hours.
Tell us about your accountancy practice
We train the agent on your services, prices and tone.
Try it free
Message a working demo built on your own business before you pay.
Go live on WhatsApp
It starts answering and booking your customers around the clock.
Answers for accountancy practices.
Can it quote our packages?+
Yes, trained on your services and fees so quotes are accurate.
Will it book discovery calls?+
Yes, into your diary with reminders.
WhatsApp AI for Accountants near you
PocketChats works with accountancy practices across the UK. Find your area:
Stop losing customers after hours.
We'll build you a free demo agent for your accountancy practice. Message it yourself and see how it answers your customers.