What the agent handles
- Books client meetings
- Sends document checklists
- Follows up on missing slips
- Takes payroll and bookkeeping enquiries
- Routes calls by client file
Legal, finance and professional
AI voice agent for Accounting and bookkeeping
Answers client calls through the busiest weeks of the year, books meetings with the right accountant, and chases missing documents with polite follow-ups.
CallerI've got a shoebox of receipts and a small business. Can you help me get caught up?
CallerWhen's the deadline for my corporate return? I think I might be late.
CallerDid you get the T-slips I dropped off? I wasn't sure who to give them to.
Where calls go
ReceptionBookkeepingTaxPayrollPartners
Warm transfer: If a client has received a notice from the tax agency with a response deadline, the agent warm-transfers to the accountant on their file.
What it books
Client meetings and document drop-offs