AI Assistant for Accountants
Get through busy season without losing hours to admin
Carly books client meetings for you with no booking links, then handles the work around them: it preps you with a client brief before each call, drafts the follow-up and document-request emails, and runs your recurring client outreach so billable time stays billable.
Try Carly →Set up in 2 minutes.
The busywork accountants know too well
A compressed calendar of client meetings
You need dozens of clients booked in a tight window without overbooking any day. Carly sends the outreach, works the back-and-forth over email and text, and fills your calendar with per-day limits and buffers you set.
Prepping and following up on every client call
Reviewing last year's notes before a call and chasing missing documents after eats time you do not have in season. Carly sends you a client brief beforehand and drafts the follow-up and document-request emails after.
Clients who stall on scheduling and paperwork
Many clients procrastinate until the deadline is close. Carly follows up proactively over email and text, and runs the reminder workflow so you are not the one chasing everyone.
See Carly in action
An accountant is scheduling busy-season client meetings and wants prep handled
Carly, schedule tax prep meetings with my client list for February and March. One hour each, max 4 a day. And get me ready for each one.
I'll send scheduling outreach to your list, offer slots across February and March, cap it at 4 per day, and add 30-minute buffers. Before each meeting I'll send you a brief with the client's prior-year notes and any documents still outstanding, and I'll draft a follow-up email requesting whatever is missing. Want me to start with your highest-priority clients?
What Carly handles for accountants
- Tax prep and advisory calls
- Quarterly and year-end reviews
- New client consultations
- Client prep briefs before calls
- Follow-up and document-request emails
- Client scheduling outreach and reminders
- Daily schedule digest
Accountants who use Carly save 8-12 hours per week during busy season on scheduling and admin.
Works with the tools you already use
Carly connects to Google Calendar and Outlook natively. It coordinates meetings with anyone, regardless of what calendar system they use.
Frequently asked questions
How does Carly help accountants during busy season?
Carly books tax prep, advisory, and review meetings for you, enforces per-day limits and buffers, and manages the back-and-forth. It also preps you with a client brief before each call and drafts the follow-up and document-request emails.
Can Carly connect to QuickBooks, Xero, or my other tools?
Carly integrates with 260+ apps natively, and with any other tool through your own API key, so it can reach QuickBooks, Xero, Sage Intacct, Outlook, and the rest of your stack.
Can Carly follow up with clients who haven't scheduled or sent documents?
Yes. Carly proactively follows up over email and text with clients who have not booked or who still owe paperwork, and can run that reminder workflow automatically on the cadence you set.
Can Carly draft emails and briefs, not just book meetings?
Yes. Carly drafts and sends client follow-ups and document requests, helps manage your inbox, and sends you a short prep brief before each call so you walk in ready.
Is my clients' financial information secure?
You control what Carly can access. It handles scheduling, email, and the briefs you ask for, and only touches the systems you connect. You decide the scope.
Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."