AI client systems for accountants.
Turn website visitors and referrals into booked discovery calls — with an AI that answers service and pricing questions, qualifies the fit, and fills your calendar.
How firms leak clients
- Enquiries arrive at year-end and overwhelm the team
- Prospects want pricing answers you can't give 24/7
- Referrals go cold without quick follow-up
- No clear view of which services attract clients
With a Servolia system
- Common questions answered instantly, any hour
- Prospects qualified by service and company size
- Discovery calls booked directly to your calendar
- Every enquiry scored and tracked to close
Built for accounting firms
Service-aware answers
The AI explains your services — bookkeeping, tax, payroll, advisory — and answers pricing-structure questions clearly.
Right-fit qualification
Screens prospects by service needed, turnover, and entity type so you talk to clients you actually want.
Discovery-call booking
Books qualified prospects into a discovery call with confirmation and reminder, no manual scheduling.
Pipeline & tracking
Every enquiry becomes a scored lead with source attribution, so you know which channels work.
How it works
Free audit
We map how prospects find and contact you today and show where enquiries are being lost.
We build your system
Website, AI assistant, booking, and CRM tailored to your service mix — fixed price, 7 days.
Calendars fill
Qualified discovery calls land in your diary and a monthly report shows your best lead sources.
Common questions
Can it explain my pricing?+
Does it handle seasonal spikes?+
Will it fit my niche?+
How fast is delivery?+
Why it's worth it
More of what you want. Less of what it costs you.
A bigger result, a surer bet, sooner, for less of your time — that's the whole argument.
What you get
A full client book, without the January scramble
An annual engagement is recurring revenue you can name. Count the enquiries that arrived outside office hours last season and never got a reply — that's the gap.
Certainty
Committed in writing before you pay
Fixed scope, fixed price, fixed delivery date — signed off before any work starts. Miss the date and you get 10% back per day late. Can't deliver at all and your installation fee is refunded in full.
Speed
Live in 3–7 days, not 3 months
An agency quotes you six to twelve weeks. Your system is live this week — because the build is productized, not reinvented for every client.
Your effort
Ten minutes of your time, total
You fill one short intake form. We write every headline, every service description, every legal page. You review and approve — that's the whole job on your side.
You risk nothing. We only win when you do.
The deadline, the price, and the scope are committed in writing before you pay a cent.
Live in 7 days — or you're paid back
Your delivery date is committed in writing. If we miss it through our own fault, you get 10% of the price back for every day we're late, up to half the installation fee.
Answered in 60 seconds — or the month is free
Every enquiry to your AI receptionist gets a reply within 60 seconds, 24/7. Miss one in a month and that month's plan fee comes back — measured on timestamps you can check yourself.
We don't deliver, you don't pay
If we can't deliver the scope we agreed, your installation fee comes back in full. The scope is signed off before any work starts, and the monthly plan is cancellable on 30 days' notice.
Book more discovery calls, automatically.
Get an AI system that qualifies prospects and fills your calendar. Start with a free audit.
Book a Free System AuditDelivered within 24h · No call required · Fixed price in writing