Your AI Accountancy Agent answers every call, books consultations, handles service enquiries, and qualifies new leads — 24/7, 365 days a year. No more lost clients to voicemail.
41% of calls to accountancy firms go unanswered during tax season and busy periods. A business owner looking for an accountant calls whoever picks up first.
January to April is chaos. Your team is heads down in tax returns, year-ends, and payroll. The phone rings but nobody has time.
The average accountancy firm loses £50K+ per year in potential annual retainers from enquiries that don't get followed up. One missed call could be a £5,000/year client.
Picks up instantly, sounds completely human, never puts clients on hold. Tax season, year-end, weekends — always on.
Schedules initial meetings, annual reviews, and tax planning sessions. Checks partner and advisor availability and confirms with the client.
Understands what the caller needs — self-assessment, limited company, VAT, payroll — and routes them to the right person in your firm.
Explains your services, pricing structure, and what documents clients need to prepare. No more repetitive questions tying up your team.
Reduces no-shows for consultations, especially during peak periods. Text and email reminders so clients always turn up prepared.
After a successful engagement, sends a friendly message requesting a Google review. Builds your online reputation on autopilot.
This is what your potential clients experience when they call. Natural, helpful, and instant.
No contracts. Cancel anytime. Live within 48 hours.
Professional and knowledgeable — clients need to trust you with their finances. It's trained on accountancy terminology, your specific services, team names, pricing, and specialisms so callers feel they're speaking with your practice.
48 hours. We train the AI on your services, pricing, team, and specialisms. You fill out a short questionnaire and we handle the rest — including integration with your practice management software.
Absolutely. That's exactly when it shines. During January to April when your team is at capacity with tax returns and year-ends, the AI handles the surge in calls so you never miss a new client enquiry.
Yes. All calls are secure, no client financial data is stored, and the system is fully GDPR compliant. We understand the sensitivity around financial information and have built the system accordingly.
It takes the caller's details and what they need, then sends your team a prioritised callback request. Every interaction is logged so nothing falls through the cracks — especially during busy periods.
Tell us about your firm and we'll show you exactly how many potential clients you're missing — especially during tax season.