Turn Client-Accountant Communication Time Into Structured Advisory Revenue:
Accounting Firms Can Generate $25,000+ Recurring Revenue from Existing Clients
Firms spend hours each week on repetitive client questions that go unbilled. IB Intel converts these interactions into structured, revenue-generating advisory.
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Built specifically for accounting firms
Developed from over 50 years of combined experience in the accounting industry.
Clients Get Instant Answers
Advisory Properly Captured
Less Repetitive Questions
Visibility Into Client Needs
Monthly Recurring Revenue
78% of firms continued using IB Intel and implemented it in under 14 minutes.
Get Your IB Intel Agent
Receive a fully built AI agent trained on your firm’s processes and client interactions. No setup required. Delivered within 48 hours so you can test it in practice.
How IB Intel Works in Practice
See how client communication is handled, structured, and converted into advisory in practice.
Client Asks a Question
Clients submit questions directly to the IB Intel agent, just as they would when contacting your firm.
Agent Responds Instantly
Using your firm’s data and processes, clients receive accurate and consistent answers in real time
Interaction Captured
Every client interaction is recorded, giving your firm visibility into questions, trends, and advisory opportunities
Advisory Is Tracked
What was previously unstructured communication becomes a defined, billable advisory service
Discover the Difference
The Old Way vs. The [Your Solution/Service] Way
Traditional methods of [describe the process or field, e.g., lead generation, customer onboarding] can often be time-consuming, inefficient, and costly. With [Your Solution/Service], we’ve transformed the process to be streamlined, effective, and designed for results.
Manually sorting and responding to emails
AI automatically categorizes and responds to routine emails
Constantly scheduling meetings manually
AI handles scheduling and rescheduling, saving you hours
Spending time organizing data and files
AI organizes your data and retrieves it in seconds
Tracking projects manually with spreadsheets
AI tracks project progress and sends automatic updates
Writing repetitive reports by hand
AI generates reports based on real-time data
Discover the Difference
A Better Way to Deliver Advisory
The Traditional Approach vs. The IB Intel Approach
Old Way
New Way
Manually responding to the same client questions
Clients receive instant answers from IB Intel
Time spent chasing client information
Information is accessed instantly through the agent
Advisory delivered through emails and calls
Advisory is structured and consistently delivered
Client communication not tracked or measured
All interactions are captured and visible
Delayed responses during busy periods
Clients receive immediate responses at any time
Limited capacity to take on new clients
Capacity increases without adding headcount
Built for Accounting Firms
Created to reduce time spent on client communication and convert it into structured advisory revenue.
Designed around real client communication workflows
Built using your firm’s data and processes
Captures and structures advisory automatically
Secure environment with full firm control
Proven across accounting firms in practice
PILOT NOW AT ZERO COST
We'll customize the agent to your exact client needs.
You can test IB Intel within your firm before making any decision. Evaluate how it works in practice with one client, then decide how to expand.
Frequently Asked Questions
Everything you need to know about the product and billing.
How long does it take to get started?
Your custom IB Intel agent is delivered within 48 hours. Most firms are able to begin using it in under 14 minutes.
Is there any cost to implement?
No. There is no cost to build or test your IB Intel agent, and no credit card is required.
Do I need to set anything up?
No setup is required. We build and deliver the agent for you so you can test it immediately within your firm.
How does IB Intel know how to respond?
The agent is built using your firm’s data, processes, and client interactions to ensure responses are accurate and consistent.
Can I test this before rolling it out?
Yes. You can start with a single client and evaluate how it works in practice before expanding across your firm.
Is client data secure?
Yes. All data is handled within a secure environment, and your firm retains full control and oversight.
Get Your Custom IB Intel Agent
Submit your firm details and receive a fully built agent within 48 hours. Test it with one client and evaluate how it works in practice before making any decision.
