Good evening, Peter Novak!

Accounting & Tax — Live Demo

A sample tenant on the Accounting & Tax Blueprint

Growth planDemo data — not a live tenant

AI Executive Summary

Today · Updated live

AI Online · Working Normally

41

Messages Answered

by AI today

3

filings Booked

without staff involvement

€6,400

Revenue Influenced

by AI interactions today

16h

Staff Time Saved

≈ €832 in labor cost

7

Follow-ups Sent

automated, zero effort

€1,400

Revenue At Risk

4 leads need attention

Revenue Today

€6,400

+14% vs yesterday

Clients

6

+3 vs yesterday

Missed Leads

2

-1 vs yesterday

AI Replies

41

+2 vs yesterday

Revenue — July 2026

+41% vs last month
€5,501€6,062€6,624€7,186€7,747JanFebMarAprMayJun

By Service

  • Advisory€1,110
  • Bookkeeping€1,055
  • Tax Filing€780
  • Payroll€560

AI Activity Timeline

Remind 4 clients of filing deadline
Upsell advisory package
Re-engage lapsed clients

AI Staff

4 / 4 online
E

Emma

Receptionist

Active 24/7
A

Alex

Sales

Active 24/7
E

Ethan

Operations

Active 24/7
Z

Zoe

Customer Support

Active 24/7

AI Insights

Filing deadline queries
16%
New client onboarding
33%
Document uploads
50%
Referral-sourced
67%

AI Recommendations

Remind 4 clients of filing deadline

Medium
+€330

Upsell advisory package

Medium
+€660

Re-engage lapsed clients

Medium
+€990

Reactivation Opportunities

Isabella Rossi

51 days ago

€220

Ingrid Larsen

74 days ago

€360

Lars Nilsson

97 days ago

€500

Mohammed Al-Farsi

120 days ago

€640

New Records

Elena Popescu

Payroll

€230

Noah Andersson

Advisory

€505

Yuki Tanaka

Tax Filing

€780

Camille Dubois

Bookkeeping

€1,055

Diego Fernández

Payroll

€330

Zara Khan

Advisory

€605

Messages

Fatima Zahra

Bluepeak Ventures

Zara Khan

booking

Priya Nair

booking

Marta Kowalska

Nordlicht & Partners

Tom Berger

booking

AI Assistant

Remind 4 clients of filing deadline

Upsell advisory package

Re-engage lapsed clients