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PROFESSIONAL

For accountants and advisers who
want to automate intake-to-invoice.

Accountants, financial advisers, consultants and coaches who want to speed up their client process — from first enquiry to paid invoice.

WHAT IT COSTS YOU NOW

Intake takes three emails too many

Client sends 'can we meet?' — you ask for documents, client sends half — you ask again. Two weeks later you actually start.

Tax-deadline peaks burn your evenings

Q1, Q2, Q3, Q4: same stress every period. Client communication slips. Happy clients get nervous because they hear nothing.

Quote pipeline = mental noise

Which prospect got which proposal? Who needed a follow-up call? Friday you suddenly remember a quote you sent last month.

IN 90 DAYS

Clients complete intake themselves — in one go

AI assistant asks the questions, requests the documents, checks completeness. You get complete files instead of fragments.

Peak periods stay calm

Automatic status updates per client. 'Filing submitted.' 'Response from tax office received.' No more anxious clients.

Pipeline moves itself forward

Every quote gets automatic follow-ups. Conversion rises 30-50% because nothing slips.

PACKAGE
Professional Services
€8,500ONE-TIME SETUP
€1,050/MONTH
Professional website with portfolio & cases
Automated client process (request → invoice)
AI assistant (standard) for intake & qualification
CRM with pipeline management
Automatic quotes & follow-up
Hosting, SSL & technical maintenance
Monthly reporting
Our first client — a Rotterdam accountant — now processes files 10× faster than before. At €1,050/month that's €150 per hour gained.

Built around your actual workflow.

One package, fully implemented, with everything accountants and professional service providers need to go from manual to automated within 90 days.

Need more, less, or something different? Compare all packages →

Frequently asked.

Specifically for accountants and professional service providers.

Data processing agreement (GDPR) as standard. Data stays within EU (Frankfurt). RLS on all databases. We're processor — you remain controller. Full separation and audit trail.

No — we integrate with it. Mindsora builds the communication and automation layer on top of your existing software (Twinfield, Exact, Visma, Snelstart). No migration needed.

Yes — that's where it makes the biggest difference. The fewer people, the more impact automation has. Our first client is a solo accountant now running 2.5 FTE capacity.

The automation sits on communication and process — not on tax advice. You remain accountable for filing content and advisory output. AI helps with speed and consistency, not with professional judgement.

Yes. We can implement the AI intake and CRM layer first on your existing site. Full package within 6-8 weeks; partial within 3 weeks possible.

FIRST STEP

Want to know if this works for your practice first?

Take the free AI Readiness Scan. 5 minutes. Sector-specific questions for professional service providers. Outcome: how many hours per week you lose to work that could be automated.