AI voice agents for accountants that never miss a new client.
AI voice agents for accountants answer every call, capture the enquiry and book the consultation 24/7 — and even read your receipts straight into Xero, QuickBooks or Sage. Enquiries spike around every deadline — self-assessment, year-ends, VAT quarters — and new clients won’t wait for office hours.
Every UK accountant’s least favourite date. We make sure the enquiries, documents and deadline reminders are handled in the run-up — so self-assessment season stops being a month-long fire-fight.
Receipts, bank statements and records arrive late, in a mess, or not at all. Weeks of partner time lost to chasing clients and re-keying data before every deadline — work that could be requested, captured and filed automatically.
January self-assessment and quarter-ends bury the phones. New client enquiries hit voicemail at exactly the moment they’re ready to instruct — and go to the next firm.
“How much do I owe?” “What do you need from me?” “Where’s my return?” — answered by hand, over and over, instead of higher-value advisory work.
Made for the small and mid-sized practice.
If your phones bury you every January and your team spends more time chasing paperwork than advising, an AI voice agent is built for you.
Accountants & staff
Independent practices and bookkeeping firms where every missed enquiry is a lost client — not national firms with a call centre.
Phones that spike in January
For practices where self-assessment season and quarter-ends bury reception — and new clients won’t sit on hold.
Tax to bookkeeping
Enquiries across self-assessment, year-end accounts, VAT, payroll and bookkeeping — qualified and routed to the right person.
Four jobs your team shouldn’t be doing manually.
Quotes and follow-ups, autonomously
Sends fixed-fee quotes straight after the call, then chases the follow-ups on its own — so warm enquiries don’t go cold while your team is buried in deadlines.
Captures the enquiry & books the call
Logs the service needed, business type and deadline, then books the consultation with the right person — so a complete enquiry lands in your diary, not a Post-it note.
Chases the records, automatically
Requests and reminds clients for the receipts, statements and forms you need before each deadline, then captures and files what comes back — so you’re not chasing paperwork in January.
Snap a receipt, posted in seconds
Photograph a receipt or invoice and the AI reads the merchant, date, net, VAT and total — then posts it straight into Xero, QuickBooks or Sage. No manual data entry, no shoebox of paper at year-end.
AI voice agent & automation pricing.
Know the cost before we start. Voice agents run on a rolling monthly plan; automation is fixed-price — no day rates, no surprises, no lock-in.
£1,995 one-time setup — then a rolling monthly plan that scales with your call minutes.
Starter
250 mins/mo, then £0.85/min over allowance.
- Rolling monthly — no lock-in
- Up to 20 concurrent calls (+£20/mo for more)
- GDPR compliant
- Bespoke conversation flow, built for you
Growth
600 mins/mo, then £0.79/min over allowance.
- Everything in Starter
- Speaks as one of your team
- Accounting software integration
- SMS messaging & call forwarding
Scale
1,000 mins/mo, then £0.70/min over allowance.
- Everything in Growth
- Higher included volume
- Priority support
Enterprise
Custom call volume, agents and SLAs.
- Everything in Scale
- Custom call volume
- Multiple agents & numbers
- Dedicated support & SLAs
All prices exclude VAT. Voice usage is included up to your monthly allowance; one AI agent handles up to 20 simultaneous calls, with extra capacity at £20/mo per 20 lines.
From first call to live.
Low-risk, one stage at a time — you only scale once a pilot has proven itself.
A 30-minute call to map where time is lost and where AI pays back.
30 minutesOne automation built and live on a real process in 1–2 weeks.
1–2 weeksRoll automation across the processes that move the needle.
2–6 weeksA plain-English handover of what’s automated, plus a direct line if you need us.
OngoingAI voice agents for accountants — your questions, answered.
No — and that’s deliberate. The agent answers the call, captures the enquiry and books a consultation with the right person. It never gives tax or accounting advice and is clear with the caller that an accountant will handle their case.
Yes — Xero, QuickBooks and Sage are the main ones we work with, and most modern accounting and practice software exposes the access we need. We confirm exactly what’s possible with your setup during the free audit before you commit to anything.
Yes. Client information is handled lawfully and confidentially, stored only where it needs to be, and flows into your own software rather than a separate black box. We walk through the full data flow with you so you know exactly where everything sits.
Yes — that’s exactly when it earns its keep. A single agent handles up to 20 calls at once, so there’s no engaged tone and no voicemail when the phones go mad. Need more capacity? Add lines for £20/mo per 20.
A one-time £1,995 setup, then a rolling monthly plan from £235/mo that scales with your call minutes — Starter, Growth and Scale, with no lock-in. Full breakdown is in the pricing section above. All prices exclude VAT.
That’s the whole point of the paid pilot. One workflow, live on a real part of your practice in 1–2 weeks, measured against your own numbers. If it doesn’t earn its place, you’ve learned that cheaply before any full build.
Every call answered. Every client captured.
Book a free 30-minute audit. We’ll find exactly where your practice is losing clients and time — and what AI would do about it.
Book My Free Audit