AccountEdge · AI
Space = play/pause · ← → = manual · C = author mode · F = fullscreen
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 LisaPriority 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.

🌙 It's 9pm — is anyone there?
🔄 I'm switching from QuickBooks
💳 How does pricing work?
📞 Can I talk to your team?
E I've got the late shift — and I'll connect you to the team 👇
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 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

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
Can my team work in our company file remotely, from different locations?
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What you're after is remote access — that's AccountEdge Hosted. Your file lives in the cloud, so each person can log in from anywhere.
Yes Eddie thanks!!
I forgot a question Eddie 😅 — what's the cost for remote users?
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AccountEdge Hosted is $50 per month, per user.
Type a message…
Story 03

The switcher.

A maker ready to leave QuickBooks, but nervous about the switch. Eddie's reassurance: free introductory support comes with your first month — so she wouldn't be figuring it out alone.

Prospect · weighing the switch from QuickBooks
accountedge.com · live chat
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Eddie
AccountEdge Support · online
I'm thinking of moving over from QuickBooks — is it a big leap?
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Plenty of people make the move! And while you get set up, you get free introductory support — free through your first month.
Oh nice — that makes it way less daunting.
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Exactly — you won't be figuring it out alone 🙂
Type a message…
Story 04 · the important one

The hand‑off.

Eddie doesn't replace the team — he sets them up to win. He gathers the details first (the new users' names), then passes a ready-to-go handoff to Alex in 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 my hosted accountedge
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Happy to get that going! What are the two users' names?
Dana Reese and Sam Cole
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Got it 👍 Hosted changes go through our Customer Care team — let me bring them in with your details.
Alex from Customer Care joined the conversation
Alex · Customer Care
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Hi! Alex here — I've got Dana and Sam from Eddie. I'll get them added today.
amazing, thank you! 🙂
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
“I feel confident enough to make the switch now.”
— Jewelry maker, leaving QuickBooks
“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.

Eddie
EEddieon video
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Author mode

Play the audio, then tap Mark (or press M) at the exact moment each slide should change. Each mark sets when the next slide appears. Then Copy cues and paste into the CUES line near the top of the file to bake it in.