Skip to content
JAPITIJAPITI

For accounting firms

You are at a client's. JAPITI answers the calls.

During your meetings, business owners call and message you. AI agents answer, understand their need and book the meeting in the right team member's calendar.

Accounting firmIncoming call
Wednesday, 12:50 pm
  1. AI agent : Hello, you have reached the firm. How can I help you?

  2. Customer : I just created my company. I'm looking for a firm to do my accounting.

  3. AI agent : Congratulations! What is your business?

  4. Customer : I do consulting, on my own for now.

  5. AI agent : Thank you. I suggest a first meeting with a team member on Thursday at 10 am. Does that work for you?

  6. Customer : Yes, Thursday at 10 am is perfect.

Today

A week at the firm, today.

Calls arrive when the whole team is busy.

  • The phone rings during a meeting

    You can't pick up. The potential new client calls another firm.

  • Closing periods overwhelm the team

    Messages pile up. New clients' requests wait their turn.

  • Always the same questions

    Which documents should I send? When is the next deadline? You answer by hand, one call after another.

From A to Z

A call from a future client, from A to Z.

Wednesday at noon, the team is in meetings. A business owner who just created a company calls the firm.

Accounting firmIncoming call
Wednesday, 12:50 pm
  1. AI agent : Hello, you have reached the firm. How can I help you?

  2. Customer : I just created my company. I'm looking for a firm to do my accounting.

  3. AI agent : Congratulations! What is your business?

  4. Customer : I do consulting, on my own for now.

  5. AI agent : Thank you. I suggest a first meeting with a team member on Thursday at 10 am. Does that work for you?

  6. Customer : Yes, Thursday at 10 am is perfect.

By the end of the chat

  • Project noted: new company, consulting business
  • Meeting Thursday 10 am in the team member's calendar
  • Call and history in your workspace

What you get

What JAPITI changes for your firm.

You keep your time for files and advice.

  • No call goes unanswered

    Calls, WhatsApp and your website chat: every request gets an answer, 24/7.

  • Meetings that are already prepared

    Business, type of company, need: you know who you are talking to before the meeting.

  • The meeting in the right calendar

    Each team member has their own calendar. The AI agent books the meeting there.

  • The answers you would give

    The AI agent answers with what you taught it: your services, your opening hours, the way you work.

How you set it up

You're ready in 3 steps.

No coding needed. You go at your own pace.

  1. You describe your business to the agent

    Your services, your hours, your usual answers. The agent learns what you tell it.

  2. You connect your channels

    WhatsApp, your phone number, your website chat. You choose where the agent replies.

  3. Everything lands in your space

    Requests arrive in your space and appointments go into your team's calendars.

You may be wondering…

The questions we get asked the most.

Can the agent answer questions about my services?

It relies on the information you give it: the firm's services, opening hours, how to become a client. What it doesn't know, it doesn't make up.

Do meetings land in my team members' calendars?

Yes. Each team member has their own calendar in JAPITI, and the AI agent offers their free slots.

Which channels does the agent answer on?

By phone for incoming calls, on WhatsApp and on your website chat. Everything arrives in the same workspace.

Your next call will get an answer.

Tell us how requests reach your firm. We will show you JAPITI on your own business.

Access JAPITI