Your clients, on your terms. Even when an AI makes the first contact.
AI assistants now contact accountants, bookkeepers, tax advisers and brokers to find a firm, ask what it costs and book a first meeting for their users. Set your terms once: what intake needs, that a client is verified before anything about an account is discussed, and that agents get no advice. snuepi holds every agent to them.
Free, no card, about a minute.
Intake, fees, first meetings. Sometimes about an existing client.
A first meeting
An assistant looking for an accountant for its user’s small company asks for a meeting next week, and what the year-end costs.
A fee for a defined job
Agents ask for a fixed price: annual accounts, a tax return, payroll for six people. You need the scope and what the client will provide.
Questions about an existing client
An agent says it acts for one of your clients and asks about a deadline, a balance or a filing. Nobody has checked that it does.
See the AI callers businesses report, or check a call you just had.
Agents ask like clients. They can’t prove who they act for.
One set of terms, held at every door.
On the phone, in chat assistants, in search, by email and on your website. Your clients reach you as before.
Complete intake
Company, size, the work needed and timing, before a meeting is booked.
Verified before account talk
No client or account details until the client has confirmed.
No advice through agents
Agents get your services and a meeting, never a guess passed off as your advice.
A record you can show
Who asked, for whom, which rules applied. Signed, and yours to export.
Three steps. Nothing you use changes.
Set your terms
What intake needs, who must be verified and what agents may never be told. Free, in about a minute.
Agents meet them everywhere
Every agent that calls, writes or books your firm gets the same terms, and requests within them.
You see what happened
Complete requests reach you, meetings land in your calendar, and every agent contact leaves a record.
Northbank Accounting · terms for agents
- No AI calls. Ask online or by email
- Say you are an AI, and who you act for
- New clients: company, size and the work needed
- No client details until the client confirms
- No advice to agents. Book a meeting instead
What an agent gets back
AgentI’m an AI assistant for a café owner who needs annual accounts. What do you charge, and should she set up a limited company?
Northbank Accounting, on its termsAnnual accounts for a small café start at €900. Advice on company structure is given in a meeting, not to agents. Wednesday 10:00 is free for a first meeting.
Illustration. Northbank Accounting is not a real customer.
Guides for financial firms.
Do I have to change the tools I use?
No. snuepi works with the calendar, scheduling link and inbox you use today, and writes what agents book back into them.
Does an agent ever see client data?
Not until the client has confirmed that the agent acts for them, and only what your terms allow.
What does it cost?
Setting your terms is free. The rest of snuepi is free during the pilot. No card, no subscription.
snuepi is for every small business: Trades & home services, Consultants & agencies, Restaurants & hospitality, Salons & wellness, Clinics & health, Shops & retail, Other local services.