Do less. Grow more.
AI integration for growing businesses.
Plethos Group builds and runs custom AI assistants that handle your inbox, calls and reporting, connected to the tools you already use. Done for you, with a human reviewing anything sensitive.
Plethos (PLAY-thos): Greek for abundance.
Who we help
Choose your path
Financial Advisors
For RIAs, independent advisors and wealth managers. Spend your time with clients, not on admin: inbox and scheduling, reminder calls and meeting-ready client summaries.
Explore solutions for advisors →Small & Medium Business
For owners and growing teams. Done-for-you monthly bookkeeping: your books categorized, reconciled and closed every month, reviewed by an accountant.
Get your books closed every month →What we do
Custom AI bots, plus the integration to make them work
Executive Inbox & Scheduling Bot
Sorts email, drafts replies, books meetings and sends a daily briefing.
AI Calling & Receptionist Bot
Answers calls, books appointments, sends reminders and follows up with leads.
Financial & Data Reporting Bot
Organizes documents, reconciles data and produces clear reports.
AI Integration & Automation
Connects AI to your email, calendar, CRM and accounting tools.
Founded by a South Florida accountant. Human-reviewed: sensitive actions always wait for your approval.
How it works
- 01
Discovery call
We learn how your business runs and pinpoint where AI will save you the most time.
- 02
We build and integrate
We set up your assistants, connect them to your existing tools and test them with you.
- 03
You review and grow
You approve anything sensitive while we monitor and refine your assistants over time.
Free assessment
Not sure where to start? Take a 5-minute assessment.
Answer five short questions and we'll review them and reply with a custom automation plan. Free, no obligation.
Book a free AI strategy call
Tell us a little about your business and we'll reach out to schedule a time.