People deciding to start a business look for an accountant the same day. Does your site convert?
Agentria’s chatbot understands whether the visitor wants to start a company, switch accountants or ask a specific question, and hands the sales-ready lead to your team.
No credit card · 1-minute setup
The problems that cost you leads every day
Entrepreneurs look for an accountant and vanish without a fast reply
People starting a business usually decide fast. Without an instant reply, they sign with the first firm that answers.
The team spends time on repeated generic questions
"How much for a sole proprietorship?", "Do you handle my tax regime?" — recurring questions that eat up the technical team’s time.
Without qualification, sales waste time on cold leads
Not every site contact is ready to switch accountants. Without a filter, sales treat hot and cold leads the same.
How Agentria solves it for accounting firms
Set it up in minutes, install it with 1 line of code and let the agent work.
Instant support, any time
The agent greets the visitor as soon as they arrive, without depending on business hours for the first reply.
Identifies the reason for contact
The chatbot asks whether it’s a company registration, an accountant switch or a specific question, and steers the conversation accordingly.
Captures the business profile
Tax regime, company size and main need arrive organized so sales enter the conversation with context.
Integrates with your CRM
Qualified leads go straight to the tool the firm already uses, via webhook, with no manual rework.
In practice — how it works day to day
Scenario
Entrepreneur searches "register a company" on the weekend
Result
The agent explains the process in general terms, understands the type of business and collects contact info so sales can present a proposal on Monday.
Scenario
Mid-sized company unhappy with their current accountant
Result
The chatbot identifies the reason for dissatisfaction, understands the size and tax regime, and passes the qualified lead to a more strategic sales conversation.
Frequently asked questions
Can the chatbot give specific accounting advice?
No. The agent answers general questions and captures the business profile, but any specific guidance is left to the responsible accountant.
Does it work for firms serving both companies and individuals?
Yes. Set the prompt to recognize both audiences and steer the screening based on who’s in the conversation.
Can I integrate with my client management system?
Yes, via webhook you send qualified leads to any system that accepts a JSON POST.
Start capturing more leads today for your accounting firms
Create your free account, set up the agent in minutes and install it on your site today.
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