MARKETING · ACCOUNTING

Marketing Agents for Accounting: ship more marketing with the same team.

Marketing Agents set up for accounting, connected to your tools and run by your rules. Rent the ready-made version and go live within hours, or get a custom build live in 5 business days.

SEE IT WORK

LiveMarketingAccounting · example
Content calendar
DraftDraft
MonPost
TuePost
WedPost
ThuPost
FriPost
  1. BriefA campaign needs content this week
  2. AgentDraft copy and briefs
  3. In your toolsRepurpose across channels
  4. DoneSchedule and publish

THE PROBLEM IN ACCOUNTING

Teams in accounting lose hours and revenue to work that marketing agents can handle. We build the agent around your process, so your people spend their time on the work that needs a human.

WHAT IT DOES FOR ACCOUNTING

  • Draft copy and briefs
  • Repurpose across channels
  • Schedule and publish
  • Answer campaign questions
  • Pull performance data
  • Keep brand voice

WORKS WITH YOUR STACK

  • QuickBooks
  • Xero
80% less time chasing client documents, and the close finished 3 to 5 days sooner
typical result in accounting
CUSTOM
Built around your workflow

Connected to your systems and set up for your compliance rules. Live in 5 business days.

Book a meeting with us now
READY MADE
Rent it today

The proven version, live within hours, with a 30-day money-back guarantee.

Get the agent now

Questions

How fast can it go live?

The ready-made agent goes live within hours. A custom build for your workflow goes live in 5 business days.

Does it fit our tools?

Yes. It connects to tools like QuickBooks and Xero, and to anything else through a secure API.

Is our data handled properly?

Data is encrypted and every action the agent takes is logged. Compliance status: compliant.

RELATED

What teams in accounting say

★★★★★
“Our cost per lead dropped 35%. That's the headline. What won my team over is how the marketing agent handles the odd cases: it hands them to a person with full notes instead of guessing.”
Client Services ManagerCharlotte Bookkeeping Practice
★★★★★
“We handed over logins on a Monday and the agent was handling document collection by the end of the week. Inside 60 days invoice processing time dropped by about 80%. For what it costs, it's the best money we spend.”
Practice ManagerRaleigh Tax Preparation Firm
★★★★★
“We were about to hire someone to repurpose across channels. The marketing agent does it for a fraction of the salary. Two months in, three of our best-ranking pages started as its drafts. That hire never happened, and nobody misses it.”
COOAustin Accounting Firm