AccountingAI Agent Demo

Client Onboarding

Your clients answer a few simple questions in a conversation — the agent gathers everything your practice needs, including AML verification, without a single form.

Step 1 of 5About You

Hi — welcome to the onboarding process for your new accountant.

I'll walk you through a few quick questions about you and your business so the team has everything they need to get started. No jargon, no forms to fill out — just a conversation.

Let's start — what's your name and the name of your business?

Your Details

As you answer questions, key details will appear here.

About You

Tell us about you and your business

Estimated time

10-15 minutes

You can leave and come back — your progress is saved.

This is one agent.

See what a full operating system looks like for accounting.

Multiple agents working together across your team’s daily processes — from document intake to client delivery.

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