AI lead response
Fieldsta replies to every inbound lead, qualifies it against criteria you set, and books the meeting — with a human reviewing every booking before it's confirmed.
$500/month · human review on every booking · cancel anytime
Accounting inbound is violently seasonal. The weeks before a filing deadline generate the year's new-client inquiries at exactly the moment every person in the firm is billing at capacity and has the least attention available for a stranger's email.
New-client inquiries, questions about services and whether the firm handles a return type, deadline and extension questions, and bookkeeping or advisory inquiries.
An admin or a partner between client work — during busy season, effectively nobody.
Busy-season inquiries are the highest-intent leads of the year and land when capacity is lowest. A prospect who doesn't hear back before the deadline files with someone else and is gone for a full year.
The seasonality argument is the strongest one here — the constraint is human attention during a fixed window, and this adds capacity that doesn't consume billable hours.
Before deciding anything: run the free check. It reads one public page of your site the way a customer would and tells you what they can actually see — how many ways they can reach you, and what happens if they land there at 9pm. No signup, and the result shows in full.
No. It handles scope and fit — what you do, whether a situation is something you take on, how to start — and escalates anything substantive to a person.
That's the case it's for. Inquiry volume peaks exactly when the firm has the least capacity to respond, and this decouples the first response from anyone's billable hours.
Yes — entity type, return complexity, industry, and revenue floor are all things you can put in your criteria.
Plenty of accounting firms run AI support agent alongside it — a 24/7 chat agent on your own website that answers your customers from facts you give it, and hands off to a real person the moment it isn't sure. $200/month.