AI receptionist for accountants.
Accounting firms-grade AI receptionist, shipped by people who've done it before.
Already buried in admin? We'll sort the first workflow for you :)
Nine hours a week of admin is 468 hours a year. That could drop to about 52.*
*Illustrative, based on 9 hours a week of admin at a typical 80% automation rate. The calculator uses your own numbers.
Client documents collected, coded and matched to GST periods, monthly, two-monthly or six-monthly, ready for review.
Small crew or big organisation, the busywork is the same :)
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.
Not your typical AI agency.
*Every engagement is scoped and quoted up front. Results vary by workflow and business.
Made for New Zealand paperwork.
Answers calls and books jobs when you cannot, including WoF reminders for workshops under the rules changing in November 2026.
- WoF rules change November 2026
- GST at 15 per cent
- Xero, founded in New Zealand
Less admin.
More weekend.
No theatre.
What AI receptionist covers
We'd call the engagement a success when accounting firms are using the system without thinking about us.
- Voice + chat, both trained on your business
- Knows your services, prices, and availability
- Books direct into your calendar - no double-bookings
- After-hours coverage with morning summary email
- No AI theatre
- No shelfware or licences you do not use
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.
Questions accounting firms ask
What if our accounting firm doesn't have any data ready?
Most don't. Getting the data into shape - ingestion, cleaning, the lightweight contracts you need before any model is useful - is part of the engagement. For AI receptionist specifically, we typically run that work on Vapi, Twilio, Claude, Cal.com, Stripe and assume messy starting conditions from day one.
Do you have proof this works for accounting firms?
Direct case study: Captures the 30-40% of enquiries that used to go to voicemail. Happy to walk you through full numbers on a call.
What's the smallest engagement you'd take on?
A two-week paid discovery for accounting firms that aren't sure whether the build is worth doing at all. You get a one-page write-up of what we'd build, what we'd skip, and what it would cost. About 30% of those discoveries end with us recommending you don't proceed.
Can it keep our building records in order?
Yes. Restricted building work must be done or supervised by a Licensed Building Practitioner, who provides a Record of Building Work, and AI can keep those filed per job.
Can it remind us about the annual return?
Yes. Every company must file an annual return with the Companies Office each year, separate from its tax return.
Get started in 5 minutes
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Tell us what you're trying to do and we'll reply with how we'd build it, no obligation.
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