01
Add a call or engagement document.
Upload audio or video, paste a transcript, or add a readable engagement letter. Use the fictional sample to explore without uploading anything.
For accounting firm owners
Find advisory work in your client conversations.
Add a call, transcript or engagement letter. Grow uses AI to prepare a client brief, highlight needs and suggest follow-up questions—with links to the original words. Your firm checks the agreed services and decides what to offer.
Free 30-day Team trial · No card required. The fictional sample needs no account or upload.
How Grow works
From client context to a useful follow-up.
02
Review needs and agreed scope.
Check suggested opportunities, concerns and commitments against their source. Confirm the client and the services your firm already provides.
03
Prepare the next conversation.
Use a client brief, clarification questions and editable follow-up drafts. Your team decides what to offer and what to send.
New prospects and existing clients
Keep the client context with your team.
A client mentions a cash worry, asks for extra help, or raises the same concern again. Grow brings calls, documents, service coverage and firm notes into a client workspace, so the next conversation starts with that context.
Before a client review.
Open a preparation brief with current scope, findings, questions and source links. Review needs, concerns and commitments across the client’s history.
Before quoting extra work.
Review the engagement letter and confirmed service coverage. Check whether the need is already covered before proposing another service.
When a colleague takes over.
Keep shared calls, documents and notes with the client. Colleagues can prepare without depending on one partner’s memory.
Suggestions you can check
Read the quote before you act.
Open a suggested finding to read the call passage or document behind it. Ask the private assistant about your client’s recorded history, and check the cited sources.
AI suggestions can be wrong or incomplete. Your firm remains responsible for the advice.
Open the sample quote →Know what happens to client data.
Uploads can be private or shared. Files imported through a connected account are shared with the selected firm. Shared material is available to current workspace members; your own private sources stay private.
AI service providers process content to produce transcripts and suggestions. Obtain the required recording consent before uploading a call.
Read about client data and AI →Plans for your firm
Choose room for your clients and team.
Clear limits for calls, clients and people. No automatic overage charges.
Published plan prices. Paid checkout is not available yet.
Free
$0 CAD/month
- 3 clients
- 1 person
- 5 calls each month
- 60 transcription minutes each month
- 250 MB storage
- 20 answers each month
- 100 MB maximum file
Grow
$99 CAD/month
- 25 clients
- 1 person
- 40 calls each month
- 600 transcription minutes each month
- 2 GB storage
- 200 answers each month
- 500 MB maximum file
Team 30 days free
$299 CAD/month
- 100 clients
- 5 people
- 160 calls each month
- 2,400 transcription minutes each month
- 5 GB storage
- 800 answers each month
- 500 MB maximum file
Power
$999 CAD/month
- 300 clients
- 15 people
- 500 calls each month
- 6,000 transcription minutes each month
- 10 GB storage
- 2,400 answers each month
- 500 MB maximum file
All prices are CAD per workspace. Yearly prices are paid in one payment. Allowances reset each calendar month; storage is a total limit. Transcription minutes apply to audio and video. Imported transcripts use the call allowance. Calls can be up to 2 hours and must fit the analysis size limit.
Start a free 30-day Team trial. No card required. When the trial ends, your workspace moves to Free and keeps everything already added. Paid purchase options appear in the app when available. See billing and cancellation terms.
Questions firm owners ask
What do we get after adding a call?
A transcript and client context to review, with suggested needs, concerns, commitments and possible services linked to the source. Confirm the client before using the findings. The client workspace also holds reviewed scope, notes and a preparation brief.
Can we use engagement letters too?
Yes. Add a readable PDF, Word document or text engagement letter to a client. Review its services, fees, conditions and exclusions before confirming coverage. Uploading a document does not automatically change the client’s agreed scope.
Which services can we review?
Grow’s catalogue covers bookkeeping, cash flow, reporting, planning, payroll, controls and other accounting services. You choose what your firm offers. A suggested need does not mean your firm is qualified to provide it or that a client has agreed to buy it.
Are guide prices guaranteed revenue?
No. Guide prices are a starting point for a scope discussion. They use illustrative defaults or your approved service guidance. You decide what to offer, confirm existing coverage and agree the fee with the client.
Does Grow join meetings or connect to our accounting ledger?
Start with recordings, transcripts or documents you add. Grow does not automatically join calls or sync your Xero or QuickBooks ledger. Selected meeting and file imports appear in the app when configured for your provider account and organization.
Can my team use Grow?
Team includes 5 people and Power includes 15. Each firm has its own workspace. Owners manage billing and invite colleagues; members work with shared clients, calls and opportunities.
Does Grow send anything to clients?
Grow prepares an editable draft for you to copy or download. You choose what to send and when.
Can we try it before sharing a client recording?
Yes. The fictional sample runs in your browser without an account, upload or paid analysis. It shows the review process; it is not a customer testimonial or a promise of results.
Start with the fictional example
See what your next client review could look like.
Explore a sample call →Have a question about fit, access or a plan? Send an enquiry and tell us what your firm needs.