Software for accountants
Lead-generation engine for accountants
Finds and enriches leads that match your ideal customer, and delivers them to your CRM. For accounting firms, it matters most while you're deep in year-end season. The usual trouble: clients send receipts and bank statements late, in every format.
What this fixes for accounting firms
Clients send receipts and bank statements late, in every format. It sounds small, but for accounting firms it repeats every week. The lead-generation engine takes it over.
What it looks like in practice
Imagine a three-person bookkeeping practice. Each Monday a fresh batch of businesses that match your ideal customer arrives in HubSpot, with contact details and a short note on why each one fits.
How it works for accountants
Here is how the lead-generation engine runs day to day for accounting firms.
- We define your ideal customer.
- The engine sources companies from public data and tools.
- Each lead is enriched with contact details and context.
- AI drafts a first line for each one.
- Leads are delivered to HubSpot on a schedule.
Tools it connects to
You keep working in Outlook and HubSpot. The lead-generation engine sits alongside, built with n8n, Apollo and OpenAI.
Questions from accounting firms
Does the lead-generation engine work with Outlook?
It depends on your Outlook plan. Some tools open their data through an API and some keep it locked, so before we start I check what yours allows. If a direct connection isn't possible, I'll say so and suggest a workaround before you pay anything.
How is client data handled?
For the lead-generation engine, data stays in your own accounts where possible, and each step only gets the details it needs. We go through your rules, such as HIPAA or GDPR, before I build anything, and confirm the setup with your compliance adviser if you have one.
What happens if something breaks?
The lead-generation engine sends you an alert when a step fails, so it never fails quietly in the middle of a busy week. You can fix small things with the notes I leave, or add the care plan at $49 a month and I'll handle it.
Want this for your accounting business?
Tell me how your accounting business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built