houbeanie Beta Phase 2: What We Learned from Accountants Who Tested the Future of AI in Accounting
When we first launched the houbeanie beta program, our goal was simple: to give accountants and bookkeepers the chance to help shape an AI that truly understands their world. houbeanie wasn’t built in isolation — it was designed alongside the people who live and breathe ledgers, reconciliations, and client communications every single day.
Why We Chose a Closed Beta Program
Developing houbeanie has always been about collaboration. During its early stages, we launched a closed beta to work directly with accountants and bookkeepers from a range of practices, from solo practitioners to multi-branch firms.
This phase wasn’t about polishing marketing copy; it was about getting raw, practical feedback. We wanted to know:
What tasks matter most to automate?
How do accountants really use AI in their day-to-day work?
Would they feel confident letting an AI agent handle client or team communications?
The insights we gained during this beta shaped the very heart of houbeanie.
What We Discovered
After a full month of testing prompts and integrations, a few features stood out as clear favourites among participants. Here’s a look at the top three prompts that accountants couldn’t get enough of:
1. Client Chaser and Notifier
Let’s face it — chasing clients for overdue information is nobody’s favourite task. houbeanie’s Client Chaser and Notifier removes the hassle entirely. It scans uploaded client task trackers, identifies overdue or incomplete tasks, and automatically drafts polite, personalised follow-ups. It keeps reminders friendly yet firm, ensuring deadlines are met without any awkwardness.
2. Staff Q&A
For internal teams, the Staff Q&A agent became an instant hit. It allows team members to get quick, accurate answers to HR and process-based questions — without needing to interrupt managers.
It draws from uploaded HR policies and company documents to provide step-by-step guidance, while escalating sensitive issues (like payroll disputes or grievances) directly to HR with a drafted email. The tone? Always professional, approachable, and on-brand for Bots For That.
3. Email Integrations
This one’s all about convenience. houbeanie’s email integrations connect directly with Gmail or Outlook, allowing users to draft, edit, and send emails seamlessly within the agent. It was especially popular with teams juggling multiple client inboxes — saving hours of admin time every week.
User Experiences: Confidence, Simplicity, and Excitement
Across the board, testers shared the same sentiment — houbeanie just worked.
Every participant reported feeling more confident in houbeanie’s accuracy the more they used it.
The interface was described as intuitive and simple, making it easy to integrate into existing workflows.
Most importantly, every single tester said they would continue to use houbeanie once the beta period ended.
For us, that’s the ultimate vote of confidence.
The Future of houbeanie
This is just the beginning. As houbeanie evolves, its range of agents will continue to expand — becoming smarter, more contextual, and increasingly integrated with the tools accountants rely on daily. From tax prep automations to client data syncing, houbeanie’s growth will mirror the evolving needs of the profession itself.
If you missed the closed beta, don’t worry — we’re now running our open beta, and we’d love to have you on board.
👉 Get in touch today to be part of the houbeanie open beta and help shape the future of AI-powered accounting.
