AI & workflow automations built exclusively for accounting firms. We eliminate the manual, repetitive work that drains your team—so you can serve more clients without hiring more staff.
Works with your existing tools — zero migration required
What We Build For You
Seven core automation systems built around how accounting firms actually operate.
No more chasing clients. Automated multi-channel follow-ups via call + email until every document is submitted — without lifting a finger.
Our AI voice agent answers every inbound call, qualifies the prospect, and books them directly into your calendar — automatically, even at 2am.
We automate your entire onboarding flow — forms, document requests, engagement letters, and welcome sequences. Clients get a 5-star experience from day one.
Re-engage dormant past clients with targeted outreach sequences. Send proactive reminders before tax and compliance deadlines hit — no last-minute stress.
Extract key data from client documents and push it directly into your accounting system automatically. Cut hours of tedious manual data entry every week.
Not everything fits a template. We build automations around how your specific firm operates — your tools, your processes, your terminology. No new software to learn, no disruption to your team.
All your key numbers in one place, updated in real-time — so you can make informed business decisions.
The Process
No long onboarding, no technical team required. We handle everything.
We map your exact bottlenecks, tool stack, and team's pain points. 45 minutes. Completely free. You'll leave with clarity even if we're not a fit.
Our team builds custom automations using your existing tools. No new software to buy. No training required. We test everything before going live.
Watch the manual tasks disappear. Your team shifts focus to high-value work. We monitor and optimise the automations so you never have to think about them.
Real Results
"We were spending 12 hours a week just chasing documents. RapidZone automated the entire follow-up process and now we barely think about it. Our team is actually doing accounting again."
"The AI receptionist was a game-changer. We were missing calls and losing prospects after hours. Now every call gets answered, qualified, and booked. We added 3 new clients in the first month."
"I was skeptical about AI, but they built everything around our existing QuickBooks setup. No new tools, no disruption. Just fewer headaches. My staff actually thanked me."
FAQ
No — and that's the point. We connect to your existing tools (QuickBooks, Xero, Excel, etc.) and automate the manual work between them. Nothing gets replaced, nothing gets disrupted.
Absolutely. We use enterprise-grade encryption and secure API connections only. Your clients' data is never used to train public AI models. We sign NDAs and comply with all relevant data protection regulations.
Most core automations — document collection, onboarding, the AI receptionist — go live within 48 to 72 hours. Custom workflows may take slightly longer. You'll see real time savings within the first week.
Pricing is tailored to the specific workflows and systems you want to automate. We don't believe in one-size-fits-all packages. Book a discovery call, and we'll provide a custom quote based on your firm's exact needs.
We monitor and maintain all automations we build. If something breaks or your process changes, we fix and update it. You're not left on your own after launch.
Book a free discovery call. We'll show you exactly what we can automate in your firm — no commitment, no fluff.
Book Your Free Discovery CallNo credit card. No obligation. 100% free.