Your clients get an answer, your files move forward.
ScanBiz listens to your firm's calls and reads your clients' emails, then does the after-the-fact work: a summary for the accountant in charge, a ready reply to recurring questions, missing documents chased, files tracked through to the accounts. Your current phone line and inbox are enough.
In filing season it is not expertise that runs out — it is time.
A firm of 3 to 10 people spends its days answering the same questions and chasing paperwork. ScanBiz takes that part.
Every call written up for the accountant in charge
Question asked, document to provide, deadline mentioned: the summary lands in the inbox of the accountant in charge, not in the memory of whoever picked up.
The same questions stop eating your mornings
"Where is my VAT return?", "which document do you need?": the reply is drafted in your inbox, in your own wording. You read it, you send it.
Missing documents and engagement letters chased
The file that has been waiting for a bank statement for 10 days and the engagement letter still unsigned come back up on their own, before the deadline.
Alerted without reading the whole firm's inbox.
ScanBiz listens to every call and reads every email, and alerts you when a conversation is out of the ordinary. No more listening back, no more reading everyone's inbox: you are told, with the sentence that triggered the alert.
Client question left unanswered
A client hangs up with no answer on a deadline, or with a promised call-back nobody wrote down: the firm is alerted.
Fees disputed
Fee note questioned, work billed outside the engagement letter, unpaid invoice mentioned: the alert goes to the partner.
Client about to leave
Comparison with another firm, fees seen as too high, bookkeeping moving in-house: you know before the termination letter.
Unhappy client
Late accounts, a mistake on a return, an accountant nobody can reach: the complaint surfaces the same day.
They do the work for you.
The summary is written, the reply is drafted, the quote is prepared, the follow-up is sent, the file is updated. These are not dashboards: this is delivered work, which you review whenever the agent asks for your approval.
The weekly briefing, in 2 minutes
Works on its ownYour open cases, at a glance
Gives you a viewThe minutes of your meetings, without taking notes
Prepares, you approveThe sales hiding in your calls
Gives you a viewQuotes left unanswered
Works on its ownThe 5 AI agents we recommend to an accounting firm.
Picked for a firm that is short-staffed during filing season: they work in the background, and nothing goes out without your review.
The weekly briefing, in 2 minutes
Every week, on the day you choose, a 2-minute email: what happened over the last 7 days in your calls and emails, the alerts, the numbers that moved.
Every week: calls and emails the firm received, files waiting on documents, unsigned engagement letters, clients who called twice.
Your open cases, at a glance
Calls and emails that need a follow-up become cases, with your own statuses. You see where each one stands and reopen the conversation in one click.
Every client file waiting on a document (bank statement, purchase invoice, board minutes) or on an answer from the firm has its status, open or closed, visible to every accountant.
The minutes of your meetings, without taking notes
Connect your calendar: the assistant joins your Teams and Google Meet meetings, writes the minutes (decisions, actions with owner and due date) and keeps the list of actions to follow up.
Year-end review with a business owner on Teams: the minutes arrive with the decisions, the documents to provide and who handles them, before the deadline.
The sales hiding in your calls
A customer hesitating over an option, a prospect asking about prices: the agent spots these signals in your conversations and sets them aside so they don't slip away.
A client mentions a new hire, setting up a subsidiary or selling the business: the extra engagement (payroll, legal, valuation) is set aside for the partner.
Quotes left unanswered
The agent spots every quote or proposal you sent, checks that a conversation followed, and flags the ones that have been sleeping too long.
The engagement letter sent 10 days ago got no reply: you know before the financial year starts.
And the whole ScanBiz catalogue behind it: custom dashboards, competitor watch, Excel file analysis… You turn on what you need, in one click.
Three steps to get started.
01
We understand your business
30 minutes to identify the signals that matter to you, and the AI agents that will do the after-call work: summary, reply, quote, follow-up, tracking.
02
We plug in your tools
We connect your phone system and your mailbox. The AI takes over from the very first conversation.
03
You receive your first alerts… and your first deliverables
Alerts on your dashboard and by email, summaries and drafts ready to review. Open the source conversation in one click.
Frequently asked questions
Yes. ScanBiz is built for teams of 2 to 10 people: a firm handling 10 to 100 client calls and emails a day. No training needed — summaries, drafted replies and follow-ups arrive in your inbox.
No. ScanBiz plugs into your current line and your inbox. You keep your production software and your document management: the useful information can be copied across.
Conversations are transcribed to produce the summaries, the replies and the alerts; your clients are told about the recording by your usual greeting message. The data stays yours, processed under GDPR, and sensitive information can be anonymised.
The Sector plan is 299 € per month excl. VAT, with no commitment, first user included, plus 29 € per month for each extra user. It includes 8 000 analysis credits per month, the analysis grid for your trade and the AI agents recommended on this page. An analysed email uses 1 credit, a minute of call 0,5 credits. To start: 15 days and 200 free trial credits, no credit card.
ScanBiz also speaks the language of…
Every trade has its own page, its own agents and its own vocabulary.
See the result on your clients' real requests.
Book a demo: we analyse a few of your client calls and emails and show you the summaries, replies and follow-ups the firm would have received this morning.