AI-guided practice setup
A guided conversation that helps set up a new practice.
The problem it solves
Setting up a practice system involves many settings that are easy to skip.
How it works
- Start the setup conversation.
- Answer questions about your practice.
- Review the settings it applies.
What your practice gets
- Set up by conversation.
- Fewer missed settings.
- A friendly start.
Questions accountants ask
Can I change settings later?
Yes, in practice settings.
Is it required?
No. You can set up manually.
Is onboarding help included?
Yes. See the onboarding page.
Related features
Features that work alongside ai-guided practice setup.
AI Assistant chat
Ask the AI Assistant to do practice work in plain English. It works across clients, tasks, billing, email and more, with confirmation cards, file uploads and spoken replies.
Chat with practice and client data
Separate chat sessions where you can ask questions of practice and client data, choose the model and attach files.
AI writing help
Inline autocomplete that learns as you write, rewriting, reminder-template rewriting, meeting summaries and client email drafts.
AI memory management
Inspect, add, edit and remove what the AI remembers; older, unconfirmed memories fade over time.
VideoAI help for invoices and the catalogue
AI describes invoice lines, suggests items and helps create or import your service catalogue.
Voice dictation
Dictate emails, notes and time with formatting, a personal vocabulary, voice macros and voice editing of selected text.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.