AI for accountants
Figures don't lie, but people don't always understand them right away. As an accountant, you are more than a math wizard: you translate complex data into clear insights. This is how you help clients make choices, prevent noise and build lasting relationships.
From administration to advice
The transition from administration to consulting often requires years of experience. With Clara, accountants can speed up this process: through realistic simulations, they practice consulting conversations in a safe environment and thus develop their communication skills faster.
Stokbroekx & Stokbroekx understand why you need to deploy AI now.
At Stokbroekx & Stokbroekx, they have been serving their customers for more than thirty years
Claritalk is market leader in accountancy
Claritalk is market leader in accountancy Claritalk writes growth story in accountancy sector: market leader in 5 months
Claritalk x Titeca: AI in the accounting industry
Collaboration between Claritalk and Titeca: AI for the Accounting Industry Collaboration between Claritalk and Titeca: AI
Smart AI question structure
Accountants are constantly switching between meetings, so the core of conversations is sometimes lost.
Claritalk keeps the focus with a smart AI question structure. Choose the type of call and instantly receive targeted questions, which live along and are automatically captured. Answers can go straight to your CRM or file system. That way you don't miss a thing, even in busy weeks.
AI-driven suggestions
During client meetings, important info often comes up that requires action. Think about investments, tax deadlines or unclear documents. If you miss such signals, you run the risk of mistakes or missed opportunities.
Claritalk helps with AI suggestions: for key words, you automatically get reminders to ask or act on them. That's how you keep a grip on every conversation.
Post-processing of the conversation
AI summary, temporal comments and transcription
After each call, you'll receive a summary, either concise or detailed, with time stamps for quick feedback. This allows you to focus fully, without worrying about notes. Prefer to review everything? Then there's a full transcript.
AI generated to-do list
After each call, you automatically get a to-do list of action items. You can assign tasks to colleagues and set deadlines, such as requesting missing documents before the return date. That way you work more efficiently and don't forget anything.
AI-driven statistics
Insights into sentiment, dominance and speaking time help accountants recognize emotional drivers behind financial choices. This helps them better understand when decisions are emotional and allows them to provide clients with more focused and thoughtful advice.
Coaching suggestions
The coaching feature helps accountants grow continuously with personalized feedback after every conversation. Whether it's asking questions better, sensing client needs or persuasion, you improve your consulting skills step by step.
Clara will help you through the process!
In addition to the standard features, Clara supports you before, during and after calls. You choose when: for example, to check your calendar, get info about the next client or quickly consult previous notes on a file. That way you are always well prepared.
Clara creates value for everyone in the process
The customer
Claritalk ensures that clients receive better and more personalized advice. Because the accountant notices important details more quickly and asks targeted questions, the advice better matches the client's needs. Automatic summaries also make it easy to recall information, preventing misunderstandings.
The accountant
The accountant spends less time on administration and can focus entirely on the conversation. Smart support ensures that important information is captured, preventing process delays. In addition, the coaching function helps improve consulting skills and career opportunities.
Stakeholders
For stakeholders such as investors and management teams, smart support provides better communication and transparency. With clear capture of conversations and action items, important data is always available, ensuring faster insight and more effective collaboration with the auditor.
Upcoming webinars
Want to know how to use AI smartly in accountancy or need a push to get started? Sign up for our free webinars! We'll show you how AI works for both mid-sized and small firms, with practical tips and examples.
Can't make it live? Sign up and get the replay.
And who knows, maybe a nice surprise awaits at the end!
