Respond While Interest Is High
Answer new inquiries instantly, qualify prospects, capture their information, and move them toward an appointment.
We find your next customers and book them on your calendar. Then we automate the repetitive work behind your business so you have time to serve them.
We start with a call. You tell us who your ideal customer is, what you sell, and who you want to reach.
We identify the right prospects, contact them, follow up, qualify their interest, and run the campaign for you.
Qualified prospects arrive directly on your calendar. You pay for booked meetings.
FinAIgent identifies newly registered Florida businesses, connects with owners, qualifies what they need, and matches interested businesses with local CPAs.
Pricing model
No retainer, no setup fee. You pay when a meeting lands on your calendar.
We find the prospect, contact them, qualify the need and put the meeting on your calendar. You pay only when the appointment is booked.
A booked meeting for an accounting firm and one for a luxury property are not worth the same, so they are not priced the same. The rate is set per industry from the lifetime value of one new customer, and agreed before we start.
Business process automation is scoped separately on the call and usually starts with a small fixed-scope pilot.
Book a 30-Minute CallPast customers and dormant leads already know your business. We run personalized campaigns that reconnect with them and create new sales opportunities.
AI handles the routine. Your team focuses on customers, strategy, and growth.
Answer new inquiries instantly, qualify prospects, capture their information, and move them toward an appointment.
Website and phone assistants answer questions, qualify inquiries, collect information, and schedule appointments.
Collect information, create customer records, organize documents, send communications, and start internal workflows automatically.
Organize incoming files, identify missing documents, and automatically follow up with customers.
AI reads incoming email, understands the request, prioritizes it, prepares responses, and routes work to the right process.
Reconciliation, data entry, document processing, reporting, reminders, customer follow-up and internal workflows.
Every demo is an example of a real business process built with AI and automation.
Founder & CEO
Pega Certified Lead System Architect, 20+ years in enterprise process automation. Former Senior Manager at Accenture, Manager at PwC.
Principal Architect
Principal architect on a global trading platform. 10+ years backend engineering, based in Cyprus.
Sales Expert
MSc Business and Marketing, Cologne. First conversation through scoping and onboarding.
Business Consultant · CEO, Basalt AG Ukraine
CEO of Basalt AG Ukraine, the Ukrainian company of Basalt-Actien-Gesellschaft (Werhahn group). 25 years running industrial businesses. Advises aiProcess on operations and how automation lands in a real company.
Tell us where you want more customers or where your team spends repetitive hours. We will show you what the process can look like.