AI agents for your finance-tech pipeline.
We build AI agents that solve the day-to-day revenue and marketing problems mid-market finance and accounting tech firms actually have. Not strategy decks. Not generic advice. Working agents that find your accounts, draft your outreach, qualify your inbound, and keep your team selling instead of stitching spreadsheets.
Most finance-tech revenue problems fall into one of seven. We have an AI agent for each.
Tell us which of these sounds like your Monday morning. We'll show you the agent we'd build, what it does day one, and the result you should expect inside 90 days. Most customers start with one or two and add the others as the engine grows.
"FDs and CFOs at our target accounts don't know we exist — and they're already locked into a competitor by renewal."
Account engagementAccount Engagement Agent
Researches every named account — whether they're a mid-market FD, a group CFO, a financial controller, an FP&A lead or a partner at an accounting firm — and writes outreach in your voice. Different message for the buyer who runs month-end vs the one who owns the audit vs the one running treasury. Senior human review before anything sends. Reply rates of 8–15% are normal once it's tuned.
"We pour six figures into FD Show, Accountex and FinovateEurope and can't tell you what came of it."
Trade show ROIEvent Follow-Up Agent
Reads every badge scan, every conversation note, every business card photo within 24 hours of the show. Drafts personalised follow-up in your voice. Routes the warm ones — FDs, CFOs, finance controllers, audit partners — straight to your sales team's diary. We run this live for clients across major industry trade shows on three continents.
"Inbound demo requests, pricing enquiries and switch-from-competitor leads sit in inboxes for days."
Inbound conversionInbound Response Agent
Triages every form fill, demo request, pricing enquiry and switch-from-competitor lead within minutes. Qualifies the visitor against your ideal customer profile, drafts a response in your voice, books the meeting if appropriate, and routes the right person on your team. No more inbound sitting in a shared inbox while the buyer renews with a competitor.
"Our CRM is a graveyard. We don't know which finance leaders have moved jobs, which firms have been acquired, which finance teams have re-organised."
Pipeline you can trustPipeline Hygiene Agent
Cleans the CRM, deduplicates contacts, enriches missing fields, scores every account, and writes a one-line summary of where each opportunity sits and what should happen next. Sales sees real opportunities. Marketing sees real lead quality. The CFO finally gets a pipeline number that's built from the system, not assembled the night before the board.
"We post on LinkedIn, write the odd whitepaper, and finance leaders scroll past it."
Content that earns attentionContent Engine Agent
Listens to your sales calls, reads your customer interviews, watches the questions FDs and finance controllers actually ask. Drafts the LinkedIn posts, the customer-facing one-pagers, the case studies, the implementation guides, the CFO-ready ROI calculators. In your voice, on your real customer outcomes — not generic finance-thought-leadership filler.
"A competitor lands a big rollout, and we don't hear about it until three months later."
Account intelligenceSignal Agent
Watches the moments that matter at your top accounts: a finance team announcing a system migration, a new CFO starting at a target customer, a competitor losing a renewal, an accounting firm announcing a new tech stack, a Series B fundraising at a fast-growing target. Pings the right person on your team the moment something fires — not three months later when you read about it in Accountancy Age.
"Our CFO wants to know what marketing is delivering. We can't give a clean answer."
Marketing ROI you can defendReporting Agent
Pulls the numbers from your CRM, marketing automation, event scanners and ad platforms into one weekly report. Tracks which campaigns sourced which opportunities. Tracks which content moved which deals forward. Drafts the board-ready summary in your CFO's preferred format. Marketing finally gets the credit it earns — or the honest critique it doesn't.
Every account in one place. The whole story, one screen.
Today, the data on a mid-market FD, a group CFO, a financial controller, an FP&A lead or an accounting firm partner you're trying to win is scattered across your CRM, your marketing tool, badge scanners, LinkedIn licences and intent feeds. Half of it never reaches your team.
What we build: we connect your existing systems and let the agents work from one shared view of every customer. Your team opens one screen and sees the whole story for any account — what they bought, what they're considering, who the key contacts are, what changed last week.
No replatforming. No new system to learn. Your team keeps the tools they know — the agents do the work behind the scenes.
Three outcomes you'll actually feel.
What changes about Monday mornings once the agents are running.
Inbound demo requests answered in 15 minutes, every time.
Last month: 12 enquiries, 4 replies the same day, 3 went cold. This month: 38 enquiries from FDs, financial controllers and FP&A leads, every one answered within 15 minutes with the right context.
Twelve qualified meetings booked into trade-show week.
Six weeks of personalised outreach to 80 named accounts — group CFOs, FDs, financial controllers, audit partners. Twelve replies, twelve confirmed slots, one-page brief for each. Senior team turns up to a stand calendar that matters.
A pipeline number the CFO actually trusts.
187 active opportunities, sourced and scored by the system. The board slide is built from data, not assembled the night before. Conversation moves to "where do we double down."
Three ways to get started.
Most customers start with one or two agents and add others as the engine grows. Pick the path that fits where you are right now.
Book a 30-minute strategy call
Walk us through your current revenue motion, your top accounts and where you most need pipeline. We come back with the two or three agents that would pay back fastest, and what we'd build in 90 days. No deck, no pitch — just an honest read of where the leverage is.
Book the call FREE 90-day programmeApply for Win FREE Pipeline Q3
Each quarter we pick eight B2B companies and build them an AI Revenue Engine, free, for 90 days. Finance and accounting tech firms are an explicit target audience for Q3. Applications close 27 June; we kick off 7 July with the eight selected.
Apply for Q3 The full programmeThe 100-Day GTM OS™
The complete operating system across all seven agents, working as one connected engine for a full quarter. The right starting point if you want a full reset of how your commercial team runs — and the foundation under every other engagement.
See the platformTell us which Monday sounds like yours.
Pick the problem that hurts most. We'll show you the agent we'd build, what it does in week one, and the result you should expect by day ninety. A 30-minute call is enough to know whether it's a fit.