Quote & Pricing Agent
The problem
Proposals take days to put together.
How the agent solves it
Drafts proposals from your templates, past work and pricing rules for a partner to finalize.
Industries · Professional Services
AI automation for consultancies and professional services firms
In a services firm, every hour spent on admin is an hour not billed. Proposals, onboarding paperwork, invoicing and status reports follow repeatable patterns that AI can handle reliably.
Quick answer
FuzeForth helps consultancies and professional services firms automate proposals, client onboarding, time and invoice tracking, and reporting with AI agents connected to their CRM and accounting tools.
Problems we solve
Where Professional Services lose time and revenue — and the agent that fixes it.
Operations Agent
The problem
New clients wait while onboarding paperwork is assembled.
How the agent solves it
Sends welcome packs, collects documents and sets up projects and folders automatically.
Invoicing & Accounts Agent
The problem
Invoices go out late and nobody chases them.
How the agent solves it
Creates invoices from tracked time and follows up on overdue payments.
How it works
Live in weeks, built around how you work.
No two businesses in professional services run exactly the same way, so we start by learning yours — then build, connect and supervise the agents with you.
- 01Free two-week consultation: we map your calls, documents and workflows.
- 02We train the agents on your services, policies and tone and connect them to your tools.
- 03Agents go live with human handoff, approvals and reporting — and keep improving.
Recommended services
The services Professional Services start with.
FZ-05
FuzeOps AI — AI Business Automation
FuzeOps AI connects your operation to one AI command center: ask in plain language and it runs reports, emails, data and dashboards.
FZ-01
FuzeCare — Website Maintenance
FuzeCare keeps your website fast, secure and always online: updates, daily backups, monitoring and unlimited small content changes.
Questions
AI for Professional Services, answered.
Can AI write client proposals?
It drafts proposals from your templates and past work, and your team edits and approves them.
Can AI automate client onboarding?
Yes. It sends forms, collects documents and sets up the project in your tools.
Will it integrate with our accounting software?
Agents connect with QuickBooks Online and other accounting tools through their APIs.
More industries
AI automation for other industries.
Let's build
Put AI agents to work for your team.
Start with a free two-week consultation program — we'll find the agent that pays off first and give you a scoped plan and price.