EngageSuite360 is the CRM for accounting businesses, with super intelligence built in. Ask it anything about your own records, and your accounting agent drafts the workflows your team runs for you to review and publish. Your pipeline (Inquiry → Discovery Meeting → Proposal Sent → Engagement Letter Signed → Documents Collected → Filing Complete) and your clients & engagements are set up the day you sign in, in the words your team already uses.
This is the exact deal pipeline the Accounting template seeds at signup — the same stages the product ships, not marketing copy:
Your records speak your language too — the template tracks Clients & Engagements, with fields and terminology tuned to accounting.
Every workspace opens Reports v2: forecast, win rate, cycle time and coverage for your clients & engagements. Each stat opens to its formula and the tables it reads, and the charts click through to the records behind them.
Of the deals closed in the last 30 days, the share that were won.
ROUND(won / (won + lost) × 1000) / 10 over deals closed in the window — null when won + lost = 0How many days a deal won in the last 30 days took from creation to close, on average.
ROUND(AVG(closed_at − created_at) in days × 10) / 10 over deals won in the window — null when none were wonHow many times over the open pipeline covers the weighted forecast.
ROUND(10 × pipeline / weighted) / 10 — null when weighted = 0Records called Contacts and Deals. You rename the stages, build the fields and explain the system to your team before the first real entry.
Records called Clients & Engagements, with fields for the work accounting teams actually do. Ready when you sign in.
Ask “Which deals in “Proposal Sent” have not had a touch in two weeks, and who owns them?” and get the answer in plain English, with the records it used. Your data, not a silo the assistant cannot see.
The assistant inside your CRM knows accounting: your pipeline, your clients & engagements and the jobs your trade repeats. It suggests the next step; you decide.
The assistant drafts the workflow; a person on your team reviews it and publishes. Nothing runs until someone does.
When A new inquiry comes in about “new client”.
Then Assign it to the right person and set a task to schedule an intake meeting.
When A deal has sat in “Proposal Sent” for five days.
Then Create a follow-up task for its owner and draft the check-in email for them to send.
When A deal reaches “Filing Complete”.
Then Log the thank-you on the record and schedule the next touch in 90 days.
Rachel knows accounting inside out and works inside your EngageSuite360: answering questions about your records, suggesting the next step on a deal and drafting the workflows accounting teams run. Ask Rachel anything right here, by chat or live by voice.
Rachel also answers the phone for accounting businesses and writes every call into this CRM — add Rachel as your receptionist →
It starts with communications. Agents answer, remind and follow up so your people stay with the customer in front of them. Then they do the data work, and every action lands on the records above.
AI captures expenses from receipt photos, email attachments, and card feeds.
AI triages incoming client questions, routes to the correct team member based on topic, suggests draft responses based on client history, prior answers, tracks response time.
Digital bookkeeper auto-categorizes transactions using vendor history, description pattern matching, and learned client-specific rules.
Added separately when you choose: the front desk from The Front Desk Company, other agents from AgentWorks Studio. They work in these same records.
Accounting problems, one at a time — what changes when an AI agent handles them.
A generic CRM gives you Leads, Deals and Closed Won and leaves the rest to you. The Accounting template sets up your own pipeline (Inquiry → Discovery Meeting → Proposal Sent → Engagement Letter Signed → Documents Collected → Filing Complete), your records and fields in accounting terms, and every core CRM module: contacts, companies, leads, deals, tasks, activities, notes, calendar, documents and reports.
A question box over your own records. Ask "Which deals in “Proposal Sent” have not had a touch in two weeks, and who owns them?" and the answer comes back in plain English with the records it used, so you can open each one. It reads only your workspace, and it asks before it changes anything.
It is the assistant inside your CRM, with accounting expertise: it knows your pipeline, your clients & engagements and the jobs your trade repeats. It answers questions, suggests next steps and drafts workflows. A person on your team reviews each draft and publishes it; nothing runs until someone does.
Minutes. Sign up, choose the Accounting template, and your pipeline, terminology and fields arrive pre-configured. Import contacts by CSV and start working.
Yes. Your team shares the same contacts, pipeline, calendar and reports, so handoffs happen in the CRM instead of in text threads. Each person is a user on your plan.
Pro $59 or Business $119 per user a month, 3-user minimum; billed annually, 2 months free. Charged today when you sign up; monthly, cancel any time, no refunds. Pro includes Ask CRM, Rachel and workflows; Business adds teams and permissions, tickets, quotes, sequences and custom objects.
Pro $59 or Business $119 per user a month, 3-user minimum; billed annually, 2 months free. Charged today when you sign up; monthly, cancel any time, no refunds.
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