How Its Works
Effortless Setup. Smart Automation. Scalable for Accounting Firms.
AI Receptionist Accounting is built to streamline client communication for accountants and financial service providers. Set up your intelligent assistant in minutes using easy no-code tools. Customize how calls and texts are handled, automate appointment scheduling, CRM updates, client reminders, and follow-ups — all while sounding natural and professional.
With natural language understanding, your AI receptionist responds like a real team member, helping you stay efficient, available, and client-focused — even outside of business hours.
BEST IN CLASS
AI-Powered Lead Engagement for Accounting Firms
Automate Client Qualification & Appointment Scheduling in 4 Simple Steps
Integrate & Launch
Easily connect AI Receptionist Accounting to your CRM, calendar, and communication tools. With just a few clicks, your AI assistant is ready to engage with potential clients via phone, SMS, email, or web chat.
Set Up Your AI Assistant
Set up your assistant in minutes. Just enter your firm’s services, ideal client profile, and preferred workflows. Choose from pre-built accounting-focused templates or customize your own conversation scripts.
Review And Optimize
Access real-time analytics to track lead conversations, appointment conversions, and response times. Refine your AI’s scripts and follow-up sequences to maximize results without manual effort.
AI Engages Your Leads
Once live, your AI assistant proactively handles inquiries — qualifying leads, answering questions about tax prep, bookkeeping, or consultations, and booking meetings directly to your calendar — all without your team lifting a finger.