AI Email Assistant for Accounting, Agencies & Consulting
Spend less time typing status emails and more time on client work. Handle document collection, deadline reminders, and project updates in seconds.
Built for teams who live in Gmail.
Stop losing billable hours to status updates
Accountants spend tax season chasing documents — the same checklist email sent to 200 clients, each with slight variations
Agency account managers write weekly status updates that take 30 minutes each — time that could go to actual strategy
Consultants delay proposal follow-ups because writing them properly takes too long
Meeting follow-ups with action items go out late — or not at all — because recapping takes effort
Deadline reminders are inconsistent — some clients get proactive nudges, others don't
Client billing questions require careful responses — but take time away from actual client work
Aeralis turns your checklists, processes, and templates into instant, professional client communications. Link your document request lists, status update frameworks, and FAQ pages. When you need to send a document reminder or project update, your team clicks once and gets a draft that's thorough, on-brand, and ready for review.
How Aeralis fits into your practice
Works inside Gmail alongside your existing client management tools.
Connect Gmail and create profiles
Install from Google Workspace Marketplace. Set up profiles for different scenarios — document collection, status updates, meeting follow-ups, proposals.
Add your firm resources
Link your document checklists, client portal, standard processes, and FAQ pages. Aeralis references these when drafting — consistency without memorization.
Communicate faster
Open a client email, select your profile, describe what you need. Review the draft, adjust if needed, send. What took 15 minutes now takes 1.
Real emails Aeralis can help you write
See how Aeralis handles common professional services scenarios.
Tax document collection (Accounting)
Before Aeralis
Staff sends generic document checklist, then follows up individually when items are missing. During tax season, tracking who sent what becomes a full-time job.
With Aeralis
Hi Jennifer, Hope you're doing well! I'm reaching out to get your 2024 tax documents together. What I need from you: • W-2s from all employers • 1099s (interest, dividends, freelance income) • Mortgage interest statement (Form 1098) • Property tax receipts • Charitable donation receipts over $250 • Health insurance form (1095-A, B, or C) What I already have from last year: • Your business expense categories (I'll use the same structure) • Estimated tax payment records Upload here: [Secure Portal Link] Deadline: March 1 for guaranteed April filing Missing something from the list? Just reply and let me know — some items may not apply to you. Thanks, [Accountant Name]
Campaign status update (Marketing Agency)
Before Aeralis
Account manager pulls data from multiple platforms, compiles into email, tries to explain performance without overwhelming client. Takes 30-45 minutes per update.
With Aeralis
Hi David, Here's your weekly update on the spring campaign: Performance (March 3-10): • Ad spend: $4,200 (on budget) • Impressions: 892,000 (+18% vs last week) • Clicks: 12,400 (CTR: 1.39%) • Conversions: 156 leads at $26.92 CPL What's working: The "limited time" messaging in Ad Set B is outperforming by 34%. We're shifting more budget there. What we're adjusting: Instagram placement isn't performing as well as Facebook. We're pausing IG and reallocating to feed placements. Next steps: • New creative launching Wednesday • Landing page A/B test starting Friday • Full month-end report coming March 15 Questions about any of these numbers? Reply here or let's jump on a quick call. Best, [Account Manager]
Project scoping follow-up (Consulting)
Before Aeralis
Consultant types out meeting notes, proposed scope, and next steps. Often delays sending because it takes so long to write properly.
With Aeralis
Hi Sarah, Thanks for the productive call yesterday. Here's my summary of what we discussed: Your challenges: • Sales team spending too much time on manual quoting • No visibility into pipeline until deals close • Reporting takes 2 days each month to compile Proposed engagement: Phase 1 (4 weeks): Process mapping and CRM audit Phase 2 (6 weeks): Salesforce implementation and migration Phase 3 (2 weeks): Training and documentation Investment: $45,000-55,000 (detailed proposal attached) Timeline: Can start April 1, completion by end of June Next steps: 1. Review the attached proposal 2. Let me know if scope adjustments are needed 3. Schedule a call with your sales director for Phase 1 input I'll follow up Thursday if I don't hear back. No rush — I know you're evaluating options. Best, [Consultant Name]
Meeting follow-up and action items
Before Aeralis
Partner types meeting notes from memory, often missing details or forgetting to include all action items. Email goes out late or not at all.
With Aeralis
Hi Team, Quick recap from today's quarterly review: Decisions made: • Approved Q2 marketing budget increase ($15K additional) • Moving forward with the Atlanta office expansion • Postponing CRM migration until Q3 Action items: • Michael: Draft Atlanta hiring plan by March 20 • Sarah: Get quotes from three office buildout contractors • David: Finalize Q1 financial close by March 15 • Jennifer: Schedule individual Q2 goal-setting meetings Parking lot (future discussion): • Remote work policy updates • Partner retreat planning Next meeting: April 8, 10am — same conference link. Anything I missed? Reply with additions and I'll update the notes. Thanks, [Partner Name]
Use the tools you already have
Aeralis works alongside your existing practice management, project tools, and client portals. No complex integrations — just add your key resources as context.
Tax document lists, onboarding requirements, deliverable templates
Secure upload pages, project dashboards, reporting portals
Tax deadlines, project milestones, regulatory filing dates
Fee schedules, service descriptions, engagement terms
Questions professional services firms usually ask
Is client information secure with Aeralis?
Aeralis operates entirely within Google's environment. Email content is processed in real-time and not stored. You control what context you provide (like your document checklist or FAQ page), and staff review every email before sending. Client confidentiality remains protected.
Does this replace my client service team?
No. Aeralis handles repetitive drafting so your team can focus on the advisory work that matters — analysis, strategy, and client relationships. Staff review every email and handle nuanced situations personally.
Can different service lines have different templates?
Yes. Create separate profiles for tax vs. audit (accounting), different clients (agency), or proposal vs. delivery phases (consulting). Each profile can have its own tone and reference different context sources.
How much setup is required?
Most firms are running in under an hour. Install from Google Workspace Marketplace, create profiles for your common scenarios, and add links to your document checklists, process pages, or client portal. No IT involvement needed.
Does Aeralis integrate with our practice management software?
Aeralis works alongside your existing systems by using links and documents you provide as context — client portal pages, document checklists, proposal templates. It doesn't require direct integration with your PM software.
How does it help during busy season?
Aeralis shines when volume spikes. During tax season, campaign launches, or project crunch times, what normally takes 10-15 minutes per email can be done in under a minute — helping you stay responsive when it matters most.
Give your team an inbox co-pilot
More time for client work, less time on repetitive email. Start free, upgrade when you're ready.
Start with Aeralis