AccountEdge · AI
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What we're doing with AI

Meet Eddie.

Our AI support agent on AccountEdge. He handles the first conversation with thousands of customers — around the clock.

Presented by Lisa Priority Software · AccountEdge team
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Eddie
AccountEdge Support · online
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Hi there 👋 I'm Eddie. How can I help you with AccountEdge today?
Hi Eddie!
Type a message…
The job

The first one there — day or night.

Hundreds of little unlocks a day — the small questions that get someone back to running their business.

🔑 Where do I find my login?
💳 A Connect plan for 10 users?
🏦 How do I set up my bank accounts?
🔢 Why did my serial number stop?
E On it — here's how 👇
Story 01 · meet a regular

A baker, her laptop,
and a familiar hello.

Between batches, she opens the chat on her laptop and talks to Eddie like a regular — because she is one. He's helped her enough times that she greets him by name.

Returning customer · chats from the bakery counter
E Eddie online hi eddie it's me again — thanks for yesterday! E So glad it worked out! How can I help today? E
Story 01 · the payoff

“Thank you, Eddie.”

She reads his reply and it lands — a small, genuine moment of being looked after. That's the feeling that brings her back tomorrow, and the day after.

Returning customer · feels remembered
E Eddie online Always happy to help — anytime you need me. See you tomorrow! E
Story 01

The regular.

Some customers come back and greet Eddie by name — like a colleague they already know. This bakery owner returned the morning after Eddie helped her, just to say thanks.

Returning customer · talks to Eddie like a person
accountedge.com · live chat
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Eddie
AccountEdge Support · online
hi eddie it's me again 😊 thank you for helping me yesterday — i was able to get everything worked out
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Hi! I'm so glad everything worked out for you yesterday. How can I help today? 😊
as always eddie i appreciate your patience with us and thank you for your great customer service. thank you eddie 🙏
Type a message…
Story 02 · still deciding

Comparing plans,
with Eddie on call.

She wasn't even a customer yet — just evaluating. Eddie answered every pricing and setup question until she felt sure. Trust before the sale.

Prospect · weighing it up from her desk
Connect plans 1 user$15 5 users$30 10 users$50 E Eddie online E Just a browser — no app needed for remote users. Yes Eddie thanks!! E
Story 02

The shopper.

Eddie also helps people still deciding whether to buy. This one was evaluating plans for remote inventory — and got comfortable enough to keep coming back. Trust before the sale.

Prospect · pre-purchase questions answered
accountedge.com · live chat
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Eddie
AccountEdge Support · online
Do you have an app to update inventories, or do remote users connect via browser?
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AccountEdge Connect is web-based — no separate app needed. Remote users just need a browser and internet. Want me to break down the plans?
Yes Eddie thanks!!
I forgot a question Eddie 😅 if I need 10 remote users for inventory, what's the total monthly cost?
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For 10 remote users on AccountEdge Connect, that's $50/month total.
Type a message…
Story 03 · from scratch

A clean start,
one definition at a time.

Moving over from QuickBooks at her jeweler's bench, she rebuilt her books from zero. The videos hadn't done it — Eddie explained each piece and kept her moving.

New customer · onboarding between commissions
E Eddie online E I'll explain each account type as you set them up. great with definitions — thanks! E
Story 03

The switcher.

A jewelry maker moving over from QuickBooks, setting up her books from scratch. The videos hadn't done it. Eddie walked her through the definitions — and kept her moving.

New customer · onboarding from QuickBooks
accountedge.com · live chat
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Eddie
AccountEdge Support · online
Converting from QuickBooks was a pain, and I watched the videos too. Figured I'd start with a blank slate.
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Totally understandable — a clean start is often easier. I'll explain each account type as you set them up. What are you adding first?
OK. So far “Eddie” has been great with definitions to make my inputting easier. I don't want to call every 2 minutes.
Pleased with what I have done so far!
Type a message…
Story 04 · the important one

From Eddie's hands
to yours. 🤝

When it needs a person, Eddie gathers the details and passes a warm handoff — Customer Care picks up exactly where he left off. No starting over.

Eddie → Alex · the baton, not the brush-off
E Eddie · AI A Alex · Customer Care 🤝
Story 04 · the important one

The hand‑off.

Eddie doesn't replace the team. When it needs a human — a real change, a judgment call — he catches it early, gathers the details, and passes a warm handoff to Customer Care.

Eddie → Alex · the seam closes smoothly
accountedge.com · live chat
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Eddie
AccountEdge Support · online
i need to add 2 more users to hosted accountedge
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Since you're on AccountEdge Hosted, our Customer Care team will set this up so everything's configured correctly. They'll take it from here 👍
Alex from Customer Care joined the conversation
Alex · Customer Care
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Hi! This is Alex from Customer Service. To add two users to Hosted I'll send a request to our hosting partner — can I grab the new users' names?
perfect, thank you alex for all your help 🙂
Type a message…
In their own words

What people say to Eddie.

★★★★★
“Eddie WAS VERY HELPFUL.”
— 5-star rating · evaluating customer
“as always eddie i appreciate your patience with us and thank you for your great customer service.”
— Bakery owner
“So far Eddie has been great with definitions… I don't want to call every 2 minutes.”
— Jewelry maker
“I appreciate your clarity. Bye till Thursday.”  ·  “Yes Eddie thanks!!”
— Customers, signing off
thank you eddie 🙏 Yes Eddie thanks!! Bye till Thursday 👋
The takeaway

Eddie is the warm hello.
We're the reason they stay.

Less time on “where's my serial number.” More time on the conversations that actually need a person.