Built for accountants and advisory practices

More client time.
Less chasing leads.

Fred is your firm's branded AI agent. He finds new clients, responds to enquiries instantly, handles follow-ups, and keeps your pipeline active — so your team can focus on billable advisory work.

7 weeks
of additional capacity unlocked per employee per year at firms investing in AI
Karbon State of AI in Accounting, 2025
85%
of accounting professionals are excited about AI — but only 37% of firms have acted
Karbon State of AI in Accounting, 2025
62%
of accounting firms using AI report significant cost savings and increased productivity
PwC Global Survey, 2025
The real challenge

Accounting firms grow on relationships.
Not on time spent chasing leads.

Partners and senior staff are most valuable when advising clients, reviewing accounts, and building relationships. But too much time goes elsewhere — prospecting, following up, onboarding new clients, and chasing documents.

⏱
Slow response to new enquiries
A prospect submits an enquiry Tuesday evening. By Wednesday morning they have spoken to two other firms. Speed wins the engagement before the meeting even happens.
📋
Business development vs billable hours
Tax season and year-end leave no room for prospecting. But growth does not pause. Firms that stay active in their pipeline year-round compound their client base over time.
🔄
New client onboarding friction
Chasing documents, sending welcome emails, getting engagement letters signed — necessary but time-consuming. Every hour on onboarding admin is an hour not spent on the client relationship.
Fred in action

How Fred handles a new business enquiry for your firm

Fred represents your practice — in your name, in your tone. From the moment a prospect reaches out, Fred qualifies them, answers their questions, and books the discovery call. Your team walks in prepared.

Understands the business
Asks about company size, structure, current accounting setup, and what services are needed — tax, bookkeeping, advisory, or all three.
Books the discovery call
Books directly into your calendar with a prospect brief attached. No back-and-forth on availability, no leads going cold.
Available 24/7
Enquiries during tax season, evenings, and weekends all get the same immediate professional response. Nothing falls through the cracks.
Always your brand
Named for your firm and trained on your services and tone. Prospects experience your practice — not a generic chatbot.
F
Fred — Hartley & Co Accountants
Client Development Agent
Online
Fred · Hartley & Co
Hi — thanks for reaching out to Hartley & Co. I'm Fred, the firm's client development agent. I can help point you in the right direction. What brings you to us today?
Try typing — Fred responds like a real agent
What Fred does every day

Six ways Fred helps your practice grow

Configured for accounting and advisory firms — from sole practitioners to mid-size practices.

01
New client prospecting
Fred identifies businesses in your target sectors — startups, SMEs, professional services — and reaches out with personalised introductions on behalf of your firm. Your pipeline grows without manual research.
02
Instant enquiry response
Every inbound enquiry is answered within seconds — day or night, including during tax season when response capacity is lowest. Fred qualifies and books before they look elsewhere.
03
Engagement letter support
Fred helps draft engagement letters and proposals quickly — reducing the time between a prospect expressing interest and formal onboarding beginning. Faster proposals, fewer lost opportunities.
04
Onboarding follow-up
Fred sends welcome communications, collects initial documents, and chases outstanding information — removing the admin that slows down new client onboarding and frustrates both sides.
05
Email & calendar integrated
Fred connects with your existing email and calendar. Meetings book automatically, follow-ups go out on schedule, nothing gets missed regardless of how busy the team is.
06
Your brand, always
Named for your firm and trained on your services and client profile. Every interaction reflects your practice from the very first touch — not a third-party tool.
7 wks
extra capacity per employee per year at AI-invested firms
Karbon · 2025
62%
of accounting firms using AI report significant cost savings
PwC · 2025
72%
of firms use AI primarily to reduce administrative workload
Intuit QuickBooks · 2025
9×
more likely to convert when responding within 5 minutes
Harvard Business Review

See Fred working for your practice

Book a free demo and we will configure a live version of Fred around your firm — your name, your services, your clients. No commitment required.

Email us directly
Or reach us at hello@aifredo.chat  ·  aifredo.chat