Leiekant Accountants / BB-Demo – Discovery
Callcompleted
Leiekant Accountants · 2025-12-19 09:30
Discovery call on 19 Dec 2025 with Leiekant's Managing Partner and Head of Client Services. Their client data is spread across systems, they are cautious on security, and a January demo was agreed.
What was said
What this says
Current to 13 Oct 26Discovery call on 19 Dec 2025 with Leiekant's Managing Partner and Head of Client Services. Their client data is spread across systems, they are cautious on security, and a January demo was agreed.
What happened: Matteo Ricci ran a 38-minute discovery call with Bart De Smet and Els Van Damme. Matteo agreed a demo on example data in January and a possible go-live around mid-February.
Customer view: Els said staff jump between project, accounting and email systems and "It's not terrible, but it's slow." Bart said the cost is lost time and sometimes a missed deadline or an unseen client query.
Commercial: This is a new-business opportunity. No tier, price or scope was discussed, and a proposal would follow the demo.
Watch: Els raised data security. Matteo's answer that the brain runs inside their own Snowflake account was accepted, but it should be repeated in the demo.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Matteo Ricci to send a calendar invite for the January demo and product information.
- Matteo Ricci to prepare a proposal covering pricing, scope and timelines if the demo goes well.
Risks
Current to 9 Oct 26- Els Van Damme said they are careful about data security, which could slow or complicate approval.
- The call does not show a budget, a timeline for a decision or any competitor under consideration.
Opportunities
Current to 9 Oct 26- New business: one view across project, accounting and email systems for client managers.
Transcript
Matteo Ricci NoneBart, Els, good morning. Thanks for making time just before Christmas. I hope the season's treating you well.
Bart De Smet NoneMatteo, good to speak with you. It's quiet here now, actually, which is nice.
Els Van Damme NoneYeah, good timing. What we want to understand is whether the brain can help us manage our client work better.- Matteo Ricci NoneThat's what I want to explore with you. So let me start by asking: right now, when a client manager needs to know what's happening with a particular client, how do they find that out?
- Els Van Damme NoneThey log into whatever system has the information. If it's about deadlines, that's our project system. If it's about fees or billing, that's the accounting system. Queries and emails are scattered.
- Matteo Ricci NoneSo they're jumping between systems.
- Els Van Damme NoneExactly. It's not terrible, but it's slow. They spend time searching instead of working.
- Matteo Ricci NoneAnd Bart, from a business perspective, what does that cost you?
- Bart De Smet NoneIt's mostly lost time, really. But it also means people sometimes don't have the full picture. They might miss a deadline or not see that a client has an outstanding query.
- Matteo Ricci NoneThat's exactly what the brain solves. It pulls all of that together: deadlines, fees, queries, everything, so a client manager can ask one question and get the full story.
- Els Van Damme NoneAnd how would that work technically? We're quite careful about data security.
- Matteo Ricci NoneUnderstandable, especially in accountancy. The brain runs inside your own Snowflake account. Nothing leaves your environment. We just connect your systems: your CRM, project management, accounting software, and the brain learns to ask questions across all of them.
- Bart De Smet NoneSnowflake, that's the data warehouse?
- Matteo Ricci NoneYes. If you don't have one, we can set that up as part of the implementation. But most businesses your size do.
- Els Van Damme NoneWe do, yes. So the brain would be querying our systems but everything stays in our Snowflake.
- Matteo Ricci NoneExactly. And it refreshes every night, so your team always has yesterday's data fresh in the morning.
- Bart De Smet NoneHow long does a query take?
- Matteo Ricci NoneLess than a second. You ask the question and you get the answer immediately. Saves a lot of time.
- Els Van Damme NoneWhen would you want to get started?
- Matteo Ricci NoneWell, I'd like to show you the product working on some example data first. Would next month work? We'd do a full demo of the interface and walk through how it would work for your team.
- Bart De Smet NoneYeah, January works for us. After the holidays.
- Matteo Ricci NonePerfect. And then, assuming you like what you see, we'd move into a proposal: pricing, scope, timelines. I'd want to get you live as quickly as we can, probably mid-February or so.
- Els Van Damme NoneThat's good timing.
- Matteo Ricci NoneGreat. So let me send you a calendar invite for the demo in January. And I'll also send some information about the product so you can look it over. Any questions before I let you both get back to it?
- Bart De Smet NoneI think we're good. Thanks Matteo.
- Matteo Ricci NoneCheers both. Best regards.