AI ASSISTANTS · SOCIAL AI

Show up where prospects check you out — consistently.

Social AI is your social media manager: it generates, schedules, and auto-posts on-brand content across LinkedIn, Facebook, Instagram, and Google Business Profile — keeping your firm consistently present.

Book a Free Strategy Call →Meet the full AI team →
Social AI drafts and schedules marketing posts for your approval — never client-specific content or account advice. A human signs off before anything publishes.
SOCIAL SYSTEM LIVE SYSTEM
AI ROLE30 DAYS
01PLAN
02DRAFT
03APPROVE
04PUBLISH
SOURCECRM recordSTATUSConnected
THE VISIBILITY GAP

A dormant profile makes a thriving firm look inactive.

This is the top-of-funnel side of the Credibility Leak — the visibility gap. Prospects and referral sources check your LinkedIn, your Google Business Profile, your Facebook before they reach out. A feed that stops six months ago reads as a firm that's coasting, distracted, or worse. But keeping a steady, professional presence going across several platforms is a job in itself — one that always loses to billable client work.

Social AI closes the gap by making consistent, on-brand posting automatic — so your visible presence matches the quality of your practice.

HOW IT WORKS

Generated, scheduled, and posted — on brand, on time.

Social AI generates on-brand posts tuned to your firm and your audience — seasonal reminders, educational tips, firm updates, and promotion of the blogs and newsletters Content AI writes. It arranges them on a content calendar, holds them for your approval, and then auto-publishes across LinkedIn, Facebook, Instagram, and your Google Business Profile at the right times. You keep full oversight; nothing posts that you haven't approved. Engagement and reach flow back to your CRM, and any inbound DMs land in your unified inbox.

Demo callout:

Preview an on-brand post. [Interactive demo — pick a platform and topic and preview a sample post ready to schedule.] → See a sample post →

INBOUND SIGNAL
01Understand contextCRM READ
02Take the approved actionWORKFLOW
03Log the outcomeCRM WRITE
04Escalate when judgment is neededHUMAN
WHAT POWERS IT

A social planner with AI content, across every platform.

Social AI runs on a social planner, AI content generation, and multi-platform auto-posting across LinkedIn, Facebook, Instagram, and Google Business Profile, with inbound social messages flowing into your unified inbox. Posts are generated and queued for your approval; approved content publishes on schedule. Deployed into your own CRM sub-account, tuned by a real PGT team, and manageable from the mobile app — where you can approve, edit, or reply to a DM anytime.

APPROVED KNOWLEDGECHANNEL & CONSENT RULESCRM CONTEXTHUMAN APPROVALSESCALATION & STOP CONDITIONS
WHAT IT DOES, CONCRETELY

What SOCIAL AI does, concretely.

01
Generates on-brand posts tuned to your firm and audience
02
Promotes the blogs and newsletters Content AI writes
03
Arranges posts on a content calendar
04
Holds every post for your approval before publishing
05
Auto-posts across LinkedIn, Facebook, Instagram, and Google Business
06
Publishes at the right times for each platform
07
Routes inbound social DMs into your unified inbox
08
Reports engagement and reach back to your CRM
09
Keeps your presence consistent across every channel
HUMAN CONTROL

Automation where it helps. A clean handoff where judgment begins.

The workflow is configured around eligible audiences, consent and suppression rules, approved knowledge, allowed actions, escalation conditions, and explicit stop conditions.

AI OWNSSpeed, consistency, logging, and approved follow-up.
HUMAN OWNSSensitive, professional, account-specific, and exception decisions.
BETTER TOGETHER

Social AI gets you seen. These convert the attention.

HANDOFF 01
Content AI — writes the blogs and newsletters Social AI promotes, so one idea works across every channel. Meet Content AI →
HANDOFF 02
Reception AI — answers the prospects your visible presence sends to your line or chat. Meet Reception AI →
HANDOFF 03
Review AI — the reviews it collects become social proof worth posting. Meet Review AI →
QUESTIONS PRACTICES ASK

Questions practices ask before putting this role to work.

What does AI social media management do for an accounting firm?

Social AI generates on-brand posts, schedules them, and auto-publishes across LinkedIn, Facebook, Instagram, and Google Business Profile — keeping your firm visibly active where prospects and referrers look you up. You approve the content; it handles the consistency that manual posting never quite maintains.

Will the posts sound generic or off-brand?

No. Social AI is trained on your firm's voice and topics, and every post is held for your approval before it publishes. You review, edit, or reject each one — so what goes out reflects your firm, not a generic template.

Does it give financial advice on social media?

No. Social AI posts general, educational, and promotional marketing content only — reviewed by a human before publishing. It never gives client-specific or account advice, and anything requiring professional judgment stays with you.

Which platforms does it post to?

LinkedIn, Facebook, Instagram, and your Google Business Profile — the places prospects and referral sources check first. Inbound messages from those channels flow into one unified inbox your team and AI share, so nothing gets missed.

Do I approve posts before they go live?

Yes. Social AI drafts and schedules content, but you approve every post before it publishes — from your desk or the mobile app. It handles generation and consistency; you keep the final say on your firm's public voice.

See all questions →
START WITH ONE USEFUL ROLE

Look as active and credible as your firm actually is.

Book a 20-minute strategy call and we'll map how Social AI would keep your firm visibly present across every channel — whether or not we work together.

Book a Free Strategy Call →Test Reception AI
No pressure. No obligation. A plan you can use either way.