AI call summaries for accountants.
Accounting firms-grade AI call summaries, shipped by people who've done it before.
Client documents collected, coded and matched to GST periods, monthly, two-monthly or six-monthly, ready for review.
How the work runs
We find the one workflow costing accounting firms the most hours, ship a working slice into production in weeks, prove it pays for itself, then harden it and hand it over.
Not your typical AI agency.
*Every engagement is scoped and quoted up front. Results vary by workflow and business.
What AI call summaries actually do
Every customer call recorded, transcribed, summarised, and coached. With the right workflow automated, nine hours of admin a week could drop to about one.*
*Illustrative example only, based on 9 hours a week of admin falling to about 1 hour a week. Actual results vary by workflow and business.
Small team.
Real systems.
Zero fluff.
What you get
What changes for accounting firms after this lands: the work that used to need a person stays done, the work that needs a person gets done with their attention undivided.
- Auto-summary into your CRM after every call
- Coaching scorecards for sales and support reps
- Detects compliance phrases (or missing ones)
- Searchable archive - find the call that mentioned X
- No annual contracts
- No shelfware or licences you do not use
On the tools or running at scale, the admin still eats the week :)
Quotes with GST, consent paperwork, LBP records and health and safety logs: the admin every New Zealand trade business carries.
*Illustrative example based on nine hours a week of admin. Actual results vary by workflow and business.
The two or three things that decide whether this works for accounting firms.
Accounting firms carry seasonal peaks where document chasing and data entry crowd out the advisory work that actually pays.
Client document requests, reconciliations, and deadline reminders are the repetitive load behind every busy season.
Good questions, answered
What happens if we want to swap a vendor out later?
AI call summaries is built behind a small adapter layer specifically so swapping a model provider or a data source is a one-day job, not a re-architecture. Twilio, AssemblyAI, Claude, Vercel are our defaults, but the build is intentionally portable.
Is AI call summaries worth it for a smaller accounting firm?
Often, yes - and counterintuitively the ROI is sometimes faster than for the big end of town because there's less integration overhead. We'll tell you honestly on the scoping call if it isn't.
What's the realistic timeline for AI call summaries with an accounting firm?
Most accounting firms have their first usable slice in week 5 or 6. We'd rather ship narrow and real than broad and aspirational - your team gets to use the thing well before the engagement is "done".
What happens when the Holidays Act is replaced?
The Employment Leave Act 2026 replaces it on 6 August 2028. Until then payroll follows the current Holidays Act, so leave calculations need to handle today's rules and the changeover.
Can it help with health and safety records?
It can keep them organised. A business must notify WorkSafe of notifiable events and keep those records for at least five years.
Let's chat
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