Gusto/

What would you do with 10 extra hours a week?

Meet the AI agents built for accounting firms on Gusto. They audit your online presence, find your next clients, and write personalized outreach — so you can get back to advisory work.

See what you get

How It Works

Who knew AI could actually do the work for you?

You get deliverables, not chat replies

Dashboards, formatted reports, enriched spreadsheets — real output you can send to clients. The website audit alone would cost $2–5K from an agency.

Already connected to your tools

Your agents work with Gusto Pro, Gmail, Google Sheets, and 100+ integrations. No switching tabs. No copy-pasting between apps.

Just tell it what you need

Plain English. No prompts to memorize, no setup, no IT department. If you can describe it, your agent can do it.

Your Agents

Pick the ones you need. Use them all.

Three agents to help you grow your client base — find prospects, audit your online presence, and launch personalized outreach. Plus three more to grow your advisory practice.

1

Grow Your Firm

Because referrals alone won't fill your pipeline

Website & SEO Audit

Find out why clients aren't finding you online. Get a full audit of your site, see how you stack up against local competitors, and check if you show up in AI search tools like ChatGPT and Perplexity.

Output: Interactive scorecard + "do this today" action plan

Prospect List Builder

Describe your ideal client and get back a researched, enriched list of businesses in your area that match. No more cold guessing.

Output: Ready-to-use prospect list in Google Sheets

Outreach Sequence Generator

Takes your prospect list and writes personalized email sequences for each one. Sounds like you, not a robot.

Output: Personalized email drafts per prospect
2

Grow Your Advisory

Because compliance work alone won't grow margins

Firm Positioning Audit

See how your firm shows up online through an advisory lens. Spot where your messaging is underselling your expertise and what to fix to attract more advisory clients.

Output: Positioning dashboard with strengths, gaps, and recommendations

Advisory Pricing Builder

Find the advisory work you're already doing for free. Get a defensible pricing model with tiers, benchmarks, and a 90-day plan to land more paying advisory clients.

Output: Pricing dashboard with tiers, benchmarks, and a 90-day path

Advisory Communications Kit

Knowing what to offer is half the battle. Saying it well is the other half. Turn your services into emails, call scripts, and objection handling you can take to clients with confidence.

Output: Email drafts, call scripts, and objection-handling language

Security

Your clients trust you. You can trust us.

Your data stays yours

No AI provider — OpenAI, Anthropic, or Google — will ever train on your client data. It's in the contract. Full Data Processing Addendum included.

Enterprise-grade, from day one

SOC 2 compliant. Hosted on Google Cloud. Dedicated Slack support with 1-hour response for critical issues. 99% uptime SLA.

Get your agents in 60 seconds

Gusto covers the first two months. No credit card. No commitment. Just fill this out and we'll get you set up.