AI intake for bookkeeping services
Porto learns the business, its transaction volume, the software it uses and how far behind the books are, so your team can quote the right package.
Ledgerly Bookkeeping
AI assistant
Hi, I’m Ledgerly Bookkeeping’s AI assistant. What kind of business do you run?
An online store selling candles. I’ve done the books myself in spreadsheets since we opened.
Current setup already covered
So it asks about volume
Thanks. About how many sales and expenses go through the business each month?
What Porto does for bookkeeping services
Porto replaces the contact form on a bookkeeping service’s website with a short AI conversation. It learns the business type, the monthly transaction volume, the software in use and how far behind the books are, and sends your team a brief before the discovery call.
What Porto works out in the conversation
These are the topics, not a script. Porto asks only what it still needs, so a visitor who mentions their timeline in the first message never hears that question.
Business
Industry, entity type and number of employees
Volume
Monthly transactions and number of bank accounts
Software
What they use now, or spreadsheets
Backlog
How many months need catching up
Services
Monthly books, payroll or year end support
The brief your team gets
Every conversation ends with a one page summary and a fit score, sent to the tools you connect. Your team reads it before the first call.
See how it works
LEAD BRIEF
Ember and Wick
75
Strong fit
Business
Online candle store, sole owner
Volume
About 400 transactions a month
Setup
Spreadsheets, two bank accounts
Backlog
Five months to catch up
Questions from bookkeeping services
Can Porto tell clients which package they need?
It answers from your own knowledge base, and your team confirms the package after reading the brief.
What about very small businesses?
You set the minimum. Porto lets smaller inquiries know kindly and can point them elsewhere.
Does it work after hours?
Yes. Owners often write after closing, and the brief is waiting for your team in the morning.
See Porto set up for bookkeeping services
Bring what your team asks on a first call. We’ll set up the conversation around it and show you on the demo.
Book a demo