Accountants
An AI agent that answers your accounting firm's phone.
It answers clients in tax return season. Every message reaches the right accountant.
30 minutes, no commitment.
Miguel Oliveira
+351 932 ••• •18
Agente
A doutora Helena tem vaga na quinta às 15h00. Pode ser?
Cliente
Pode. É em nome de Miguel Oliveira.
Agente
Obrigado, Miguel. Traga as faturas das obras. Até quinta!
Dados captados
WhatsApp · Helena Gomesagora
Reunião: quinta às 15h00, IRS e obras em casa. Miguel Oliveira.
Example call (in Portuguese)
Already answering calls for companies in franchising, insurance and healthcare.
Where the firm loses time.
Tax return season
The phone never stops and the work piles up.
Monthly deadlines
Clients all call in the same week.
Loose messages
The accountant never knows who called or why.
A Monday in tax return season
Exemplo
14/22
calls answered
8
unanswered
What the agent handles for you.
Documents and hours
Answers with your firm's information.
Meetings
Books them in the right accountant's diary.
Messages
Each accountant gets messages from their own clients.
Tax questions
Passes the question to the client's accountant.
Every message on the accountant's WhatsApp.
As soon as the call ends.
Reunião
Quinta 15h00, IRS e obras em casa. Miguel Oliveira.
09:36
Recado
Gonçalo Machado pergunta se a declaração de IVA já seguiu. Ligar de volta.
11:20
Documentos
Beatriz Lourenço já enviou as faturas de março por email.
16:48
Want to see the agent at your firm?
A 30-minute demo, no commitment.
Frequently asked questions.
Another question? Write to [email protected].
Does the agent give tax advice?
No. It takes the question and passes it to the client's accountant.
Does it know which documents each client must send?
It tells clients what your firm tells us. Special cases go to the accountant.
Does it book into each accountant's diary?
If we connect it to your diaries, yes. If not, it takes the request and the office confirms.
Do I have to change my number?
No. You can forward only the calls you miss.
See the agent at your firm.
In 30 minutes, we show you the agent answering calls from your industry.
- No commitment.
- On a video call.
- We reply by the next business day.
Demo request
1 of 5
Company
What is your company called?
It is the name the agent says when it answers.
We only use these details to reply to your request. Privacy policy
your company
Example call
Hello, thank you for calling your company. How can I help?
Example. In the demo you talk to the agent.
