InterMeta
AI Assistant
Hey, thanks for stopping by! What can I help you with today?
Drop your details below:
InterMeta does two jobs for accounting firms. Facebook and Instagram ads bring you new clients. Custom AI answers the phone, chases missing bank statements, follows up enquiries, and books consultations, so your team stops doing admin at 11 PM during tax season and gets back to the numbers.
All documents collected
You became an accountant to help businesses thrive, not to spend half your week chasing documents and answering the same questions over and over. And that is before you think about where next year's clients are coming from.
You send the document checklist in June. By September, half your clients still have not sent their bank statements, payment summaries, or private health insurance details. You follow up once, twice, three times. Each reminder eats 10 minutes. Multiply that by 200 clients and you have lost an entire week just chasing paper.
From July to October your team is stretched to breaking point. The phone rings constantly with clients asking "is my return done yet?" while you are trying to actually get returns done. Your staff work overtime, errors creep in, and client satisfaction drops because response times blow out from hours to days.
Small business owners work late. They think about their tax obligations at 8 PM and call your office. Nobody picks up. They leave a voicemail that sits there until Monday morning. By then they have either forgotten what they wanted to ask or they have called another firm that actually answered.
Receipts arrive as blurry photos, bank statements come in PDFs, and expense claims show up in spreadsheets with half the columns wrong. Your team spends hours manually keying data into Xero or MYOB when they could be doing advisory work that actually generates revenue for the firm.
A new client signs up and the onboarding process takes two weeks of back and forth. Engagement letters, TFN declarations, prior year details, access to their accounting software. Each step requires a follow up email and another wait. The client's first impression of your firm is slow and disorganised.
Most firms grow on referrals and word of mouth. That works until it does not. One quiet quarter and there is no lever to pull. Meanwhile other firms are running Facebook and Instagram ads and picking up the local business owners who would have called you first.
InterMeta runs the Meta ads that keep new clients coming in, then builds custom AI that does the repetitive work so your team can focus on advisory, compliance, and growing the practice.
Every call is answered instantly, whether your team is in client meetings, at lunch, or it is 9 PM on a Thursday. The AI greets callers using your firm's name, captures their query, provides information about deadlines and document requirements, and schedules callbacks. During tax season it handles the "is my return done yet?" calls so your accountants can actually get returns done.
AI sends personalised document requests to every client based on their entity type. Sole traders get one checklist, companies get another, SMSFs get their own. It automatically follows up on missing items with polite but persistent reminders. Clients receive clear instructions on what to send and how to send it. Your team stops chasing and starts processing.
AI manages the entire tax season pipeline. It tracks which clients have submitted documents, which returns are in progress, and which are ready for review. It sends automated status updates to clients so they stop calling to ask. It flags overdue lodgements and prioritises urgent deadlines. Your team sees a clear dashboard instead of a chaotic spreadsheet.
BAS due dates, superannuation deadlines, PAYG instalments, single touch payroll reporting. The AI sends timely reminders to clients before each obligation falls due. No more last minute panics. Your clients stay compliant and your team avoids the fire drills that come from missed deadlines. Every reminder goes out automatically at the right time.
Client receipts and invoices are automatically categorised and prepared for data entry. Whether they arrive as photos, PDFs, or email attachments, the AI extracts the key information and routes it to the correct client file. Your team spends less time on data entry and more time on the work that earns fees and adds value to your clients.
When a new client signs up, AI handles the entire onboarding sequence. Engagement letter sent for digital signature, TFN and ABN details collected, prior year information requested, and accounting software access set up. What used to take two weeks of back and forth now happens in days. The client's first experience with your firm is quick and professional.
Here is what a regular Wednesday in August looks like when AI handles the admin while your team focuses on delivering outstanding work.
While you were asleep, the AI sent follow up reminders to 12 clients who still owe documents. By the time you walk in, three have already uploaded their bank statements through the secure portal. No emails for your team to write, no phone calls to make.
AI HandledYour senior accountant is in a client meeting. Four calls come through. The AI answers each one, captures the query, and handles the two "is my return done?" calls with accurate status updates pulled from your workflow. The other two are new enquiries. AI collects their details and books callback appointments for the afternoon.
AI HandledA small business owner clicked your Facebook ad last night and enquired. By 11 AM the AI has replied, sent the engagement letter, collected their TFN and ABN, requested access to their Xero file, and gathered their prior year tax details. Your team receives a complete client profile ready for their first meeting.
Client WonQuarterly BAS is due in two weeks. The AI sends personalised reminders to every relevant client with instructions on what information you need from them. Clients who use Xero get a different message to those on MYOB. Everything is tailored and timely. Your team does not have to remember a single deadline.
AI HandledNo document chasing to catch up on. No voicemails to return. No reminder emails to draft. Your team has spent the entire day on billable work: preparing returns, delivering advisory sessions, and reviewing financials. They leave at 5:30 instead of 7:30.
Life BackA business owner unhappy with their current accountant calls at 8:30 PM. The AI answers professionally, captures their details, explains your services, and books a consultation for next week. By the time your competitor's voicemail greeting plays, you have already won the lead.
AI HandledWe do not invent statistics. The two growth figures below are from actual InterMeta clients, and the rest is what changes inside a firm when the admin runs itself.
Our clients have seen real growth in sales, revenue, and time saved.
Every call answered, including after hours. No more lost clients to voicemail.
Our clients have seen real growth in sales, revenue, and time saved.
Team spends more time on advisory and compliance work that generates fees.
Whether you are a sole practitioner, a mid tier firm, or a specialist practice, AI automation scales to fit your needs.
Straight answers to the questions accounting professionals ask us most.
In 30 minutes with founder Don Seo you will map out where Meta ads can bring your firm new clients and where AI can hand the admin back to a machine.Pricing is custom and quoted to fit your business. No jargon, no hard sell.
Hey! Need a hand with anything?
AI Assistant
Drop your details below: