Agents that act, not just answer.

Problem

Repetitive tasks that still require judgment — answering questions, checking records, drafting responses — tie up a person's time one request at a time.

Solution

IAS builds custom AI agents that handle a defined task end to end: reading the request, checking your systems, applying your rules, and taking the next action or handing off to a person with full context.

ROI & analytics (estimates)

Estimated payback: 2–4 months, depending on task volume and current handling cost.

Price

Starting at $5,000 for a single-task agent, up to $10,000 for agents that touch multiple systems and more complex rules.

Case study (illustrative example)

A services business used an agent to check incoming service requests against warranty records and draft a first response — removing a manual lookup that used to fall on one staff member every day.

Workflow

1. A request or trigger comes in from email, a form, or another system.
2. The agent gathers the information it needs from your systems.
3. It applies the rules and judgment calls you define.
4. It completes the task or drafts the next step.
5. Anything it isn't confident about is handed to a person with context.
6. Every action is logged so you can review what it did.

Problem

A growing practice can spend about 20 hours a week onboarding new clients by hand. Staff gather entity, tax, software, payroll, service, and KYC/AML details across phone, email, and web forms. After-hours inquiries wait, incomplete intakes get forgotten, and missing compliance information stalls the engagement — all of it pulling staff off billable work.

Solution

IAS builds a custom AI Intake Assistant that runs onboarding 24/7 on your firm's rules. It conducts a structured intake, collects the required information, saves responses to your database, shows the client their progress, and sends a confirmation to the client and a complete record to the firm.

It does not give tax or financial advice, collect raw SSNs or card data, or make compliance decisions. Anything that needs human judgment is handed straight to your staff.

ROI & analytics (estimates for a typical small firm, not measured results)

Based on 30 new inquiries a week and a $38/hr loaded labor cost: annual intake labor falls from $39,520 to $5,928, against roughly $2,400/year for AI, API, and hosting. Estimated payback: about 3 months, roughly 290% first-year ROI. Recovered after-hours revenue is not counted.

Price

Starting at $5,000 for a single-task agent, up to $10,000 for agents that touch multiple systems and more complex rules. A full intake system typically starts around $8,000, scoped and quoted upfront.

Case study (illustrative example)

A growing accounting and CPA practice was spending about 20 staff hours a week on manual onboarding. IAS built an end-to-end intake system that cut staff involvement from roughly 40 minutes per inquiry to about 6. Modeled impact: $31.2K in net annual savings with about a three-month payback.

Accounting firms don't need a clever chatbot. They need onboarding that's complete, compliant, and already in the system before the prospect shops the next firm.

Workflow

1. A prospect starts an intake from your website.
2. The AI agent collects the required business, tax, service, and compliance information.
3. Responses are saved to your firm's database.
4. The client receives a confirmation and summary.
5. Staff receive a complete intake record, ready for follow-up or CRM entry.
6. Exceptions, distress, or anything needing judgment is handed to a person.
7. Intake activity is logged for review.

Problem

Website visitors have questions outside business hours, or staff spend time answering the same handful of questions every day.

Solution

IAS builds and deploys simple business chatbots trained on your website content — services, pricing, hours, policies, and FAQs. They give your website a more modern, interactive experience while handling basic customer questions, capturing visitor details, and routing more complex needs to a person.

These are straightforward chatbots, not AI agents. They’re a practical, affordable way to improve your website experience and handle routine customer needs without adding more work for your team.

ROI & analytics (estimates)

Estimated payback: 1–2 months for sites with steady visitor traffic.

Price

Starting at $2,500 for a standard chatbot, up to $5,000 for a larger knowledge base with lead routing.

Case study

This is the same chatbot answering questions on every page of our site right now — built and deployed the same way we'd build one for your business.

Workflow

1. A visitor opens the chat on your website.
2. The chatbot answers using your business information.
3. It collects contact details for follow-up when appropriate.
4. Complex or urgent questions are routed to a person.
5. Every conversation is logged, so nothing gets lost.