1-800Accountant uses AI agents and Zero Copy integration to connect Salesforce with AWS, letting their advisors focus on personalized service while data syncs in near real-time. Development cycles dropped from months to days, and they cut costs while tightening security.
Our goal at 1-800- accountant is to deliver the best possible client experience we can. Small business owners have been traditionally kind of ignored or been given a lower level of service by larger accounting firms. And we want to bring that top level accounting service to small businesses. One of the biggest challenges that we always face is requiring people in order to handle more volume of work. We might have a client that has questions about their transactions. In the past, they would have to make an appointment with their accountant who might not be available for two weeks.
By offloading routine administrative tasks to AI agents, 1-800was able to empower their human advisors to focus on creating those customer experiences that are personalized and high touch.
You feed it information, train it on a wide variety of data, and then the agentic AI receives the question from the client, scans that database of knowledge that it's been trained on, and delivers an answer to the client without having to build programmatic rules in order to get the bot to respond.
Unifying Amazon S3 and Redshift Data with Data Cloud helped accountant to create a customer 360 profile of their customers.
With great tools in Salesforce and great tools in AWS like Redshift, our clients have more access to data and more access to tools than ever before.
Zero Copy enables our customers to gain real time access to data to power intelligent insights. In this new era of digital labor, Zero Copy provides a new way to bring that data into data cloud which is more cost effective, provide access to that data in real time and improve security posture.
Things that used to take us months to develop can now be done in days. Sometimes we're coming up with an idea in the morning and by the afternoon we've configured it and are testing it. That rapid deployment time allows us to iterate more quickly in a way that traditional development simply wouldn't allow.
Salesforce is really the best AI CRM out there and AWS is the best cloud service provider out there. Bringing capabilities of both Salesforce and AWS together, we are able to provide something unique that our customers love.
We not only get the tools and the data sets and the expertise available, we get the human help with that. This is a really exciting time. We kind of consider ourselves pioneers, but at the same time we are just scratching the surface. There's a long way to go, but for us it's an exciting way to deliver an incredible client experience.
