Your AI receptionist. Qualifies leads while you crunch numbers.
Pre-qualify leads, book consultations, and answer service questions 24/7 for accounting firms.
Sound familiar?
New client enquiries go unanswered during busy periods
Wasting time on initial calls with people who aren't a good fit
Prospective clients expect instant responses but you're in back-to-back meetings
After-hours website visitors leave without making contact
How Brian helps
Lead pre-qualification
Brian asks: individual or business? What service? Approximate turnover? Existing accountant? You only speak to qualified leads.
Consultation booking
Prospective clients book a discovery call directly through the Calendly popup. Your admin team sees the booking without sending a single email.
Service navigation
Brian explains your service offerings in plain language and routes enquiries to the right team member or service line.
Seasonal surge handling
During tax season, EOFY, and BAS periods, Brian handles unlimited simultaneous conversations without breaking a sweat.
The seasonal surge problem
Tax season hits and your phone doesn't stop. New client enquiries pile up alongside existing client queries about BAS lodgements and tax return status. Your reception team is overwhelmed. Leads slip through the cracks. Brain Buddy handles unlimited simultaneous conversations during peak periods, so your team focuses on the work while Brian handles the front door.
Compliance and professional standards
Brain Buddy is a lead capture and information tool. Brian does not provide tax advice, financial opinions, or recommendations on specific matters. All responses are based on the general information you provide about your firm's services and fees. Brian's responses can be reviewed and adjusted at any time from your dashboard to ensure they align with your professional obligations under the Tax Practitioners Board and CPA/CA requirements.
What your visitors will see
Default agent name is Brian. You can rename it to match your business.
Brian
Accountants & Bookkeepers
Gets smarter every day with the Self-Learning Engine™
Your accountants & bookkeeperschatbot analyses its own conversations overnight. It learns what questions customers ask, identifies missed opportunities, and improves its responses automatically. Every morning, it's better than yesterday.
Trusted by Australian accountants businesses
Brain Buddy is built in Sydney for Australian businesses. Brian understands Australian English, local suburbs, and the way Aussie customers communicate.
Accounting firms using AI intake report 40–55% more qualified consultations
During tax season, enquiry volume typically spikes 3–4x above baseline
Professional services firms save an average of 8 hours per week on intake admin
Frequently asked questions
Can an AI chatbot give tax or financial advice?
No, and Brain Buddy is specifically designed not to. Brian answers general questions about your firm's services, pricing, and processes. He does not interpret tax law, provide financial opinions, or make recommendations. This keeps your firm compliant with professional standards.
How does it pre-qualify leads for an accounting firm?
Brian asks qualifying questions you define: service needed, individual or business, turnover range, timeframe, and whether they have an existing accountant. You control the criteria. Qualified leads arrive with full context for efficient follow-up.
Can it handle the surge during tax season?
Absolutely. Brian handles unlimited simultaneous conversations. During peak periods (EOFY, tax season, BAS lodgement deadlines), Brian captures every enquiry without your team needing to hire temporary reception staff.
Does it integrate with practice management software?
Brian integrates with Calendly and Google Sheets natively. For accounting-specific platforms like Xero Practice Manager, Karbon, or FYI, Brian connects through Zapier or webhooks.
Can it book initial consultations?
Yes. Brian integrates with your scheduling system to offer available slots. Prospective clients book directly through the chat. If you charge for initial consultations, Brian communicates the fee upfront.
What does it cost for an accounting firm?
Plans start at $49 AUD per month. Most small practices use the Starter or Pro plan. Multi-partner firms with larger teams typically use Business ($299/mo) or Agency ($499/mo). All plans include a 14-day free trial.
Get your accountants & bookkeepers chatbot live in 60 seconds.
Scan your website, deploy instantly, and let the Self-Learning Engine\u2122 handle the rest.
Australian made. Built for businesses worldwide.