Winner CES 2026 · ISE 2026 · TMCnet 2026

AI Demo for Accounting & Tax Firms. An interactive service demo for accounting firms, per prospect

AI Demo is an interactive service demo for accounting firms: a business owner who asks how outsourced bookkeeping or advisory works gets a presentation built around what she asked, written from your own knowledge, and Lisa presents it live on a personal link in her language. She can interrupt at any time and request a quote inside the demo.

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7 days free · per company, never per seat · nothing to install

Zanus AI · AI Demo · Personal link

Personal link

The prospect opens a personal link with her name and proposal and presses Start; Lisa presents it live and answers any question.

Easy setupSet up everything just by talking to Lisa AISee how ›

You“Make an AI demo of our outsourced bookkeeping for the new restaurant lead.”

Lisa“Demo started from her chat: bookkeeping, payroll and monthly reports, one page each. Send it once it is built?”

You talk. Lisa sets it up. Applied only on your yes.

How Accounting & Tax Firms use it

A restaurant owner asks the chat how monthly bookkeeping would work; an outsourced accounting service demo built around her three needs reaches her that evening.

A prospect abroad watches on Sunday night, asks about payroll and presses Request a quote from inside the demo.

A question your knowledge could not answer lands in the gap log; once you answer it, the prospect receives it by e-mail.

REAL AI - the whole Front Office is AI, not old software with an AI button.

What’s included

Built from your pages, pictures and videos in minutes, a scripted show the prospect can interrupt at any moment
The prospect asks anything, live, in their language; the AI answers from your knowledge and jumps to the right scene
Draws diagrams and shows pictures on request, and talks about the image that is actually on screen
Access vetted before the link goes out (competitor check, verified e-mail); links live 7 days, reactivated on request
From inside the demo: request a ready-to-buy quote, book a call with sales, leave a message
Every question the demo could not answer is logged, your content backlog; a PDF hand-out the prospect keeps

Add it to any contact channel — AI Phone, AI Webchat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.

Everything AI Demo does, for every business ›

Works withAI Quoting AI Booking AI Follow-up

From request to recap

An interactive service demo for accounting firms, built for one prospect

Asked for anywhere

A web form, the chat, a call or a follow-up e-mail: every request lands in one list with the prospect's own words and what she wants to see.

Checked first

A competitor, a free mail address or a website that cannot be verified holds the request for your look; clean requests can go by themselves.

Presented by Lisa

Lisa greets the prospect by name and presents page by page, by voice and, with the video avatar on, with her face, and answers when interrupted.

The recap after

When the demo ends, the prospect receives a recap of every topic discussed, to forward to the business partner who decides with her.

Questions & answers

AI Demo for Accounting & Tax Firms: questions & answers

What does an accounting firm show in an AI demo?

It is an online presentation of accounting services built for the prospect who asked: what you understood of her situation, what bookkeeping, payroll or advisory would look like, how you work together and the next steps. Every page comes from your own knowledge; what the AI cannot ground is shown to you as missing.

What happens when a prospect asks something the demo cannot answer?

Lisa answers from your knowledge only. A question it does not cover goes to your gap log for a person, never a guess, and when you answer it in the Knowledge the prospect who asked receives the answer by e-mail, once.

Who sees that a prospect watched the demo?

Your team. As in any digital sales room for accounting firms, Active links shows who opened it, how many pages they saw, the quote they clicked and the call they asked for, and Completed keeps the minutes watched, the questions and the recording. The follow-up after the demo moves when it ends.

How long does the personal link last?

Seven days to start, a number you choose in the settings. An expired link shows a polite page where the prospect asks for more time, and +7d gives seven more days and mails the link again.

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