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Accounting firms · $9.99/month

Meet Avery.

Capture client needs, document requests, deadlines, and consultation details.

Avery is designed to give customers a fast, helpful first response and give your team the details needed to take the next step.

Setup wizard · Coming soonSee how it works
Avery, GivePay AI Agent for Accounting firmsComing soon

What Avery can do

Faster answers. Better leads. Fewer missed opportunities.

  • Answers common accounting firms questions any time
  • Captures tax, bookkeeping, or accounting help and contact details
  • Qualifies interest before a consultation
  • Sends clear conversation notes to your team
  • Uses the business facts, hours, services, and FAQs you select
  • Routes urgent or sensitive requests to a person

Useful workflows

Built around how accounting firms win customers.

  1. 1New inquiry → collect details → an accounting consultation
  2. 2Missed call → text response → a consultation
  3. 3Common question → helpful answer → next best action
  4. 4Qualified lead → HighLevel contact → team notification

Sample conversation 1 of 3

New inquiry

Customer

“I need help with tax, bookkeeping, or accounting help.”

Avery

“I can help with that. I’ll ask a few quick questions so the accounting firms team can respond with the right next step.”

Business result

Captures the request and moves the customer toward an accounting consultation.

GoHighLevel connection

Customer details land where your team can use them.

The setup collects the business facts, services, hours, questions, calendar preferences, and staff-routing rules Avery needs.

HighLevel ContactsHighLevel ConversationsHighLevel CalendarVoiceSMS

$9.99 / month

Recurring GivePay AI Agent subscription. GoHighLevel and provider usage are separate.

Setup AI Agent Wizard

Coming soon