Accounting firms are some of the most efficient operators in New Zealand – which means the easy wins from AI receptionist are usually already taken. The brief we accept is the one focused on the workflow you've tried to fix twice and given up on.
Accounting firms · Applied AI
Accounting firms-grade AI receptionist, shipped by people who've done it before.
What AI receptionist actually does
A 24/7 AI receptionist that answers calls and chats, books appointments, takes deposits, and routes urgent issues to a real human. Sounds Kiwi. Doesn't fumble names.
- 01 Voice + chat, both trained on your business
- 02 Knows your services, prices, and availability
- 03 Books direct into your calendar – no double-bookings
- 04 After-hours coverage with morning summary email
Built on: Vapi Twilio Claude Cal.com Stripe
Lay of the land
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.
How we build AI receptionist for accounting firms.
We scope narrow, ship a working pilot, then harden it into production. The first slice is the highest-leverage workflow for a accounting firm business, so value lands before the build is finished. 24/7 AI front desk.
Talk to usThe outcome for accounting firms
We'd call the engagement a success when accounting firms are using the system without thinking about us. Captures the 30-40% of enquiries that used to go to voicemail.
Not your typical AI agency.
Honest about what AI can and cannot do
Ships the one workflow that pays for itself
Hours given back, never the size of the invoice
*Every engagement is scoped and quoted up front. Results vary by workflow and business.
Questions
FAQ
How fast could we have AI receptionist in production?
Eight to ten weeks for most accounting firms. Faster if your data is in good shape and slower if we're untangling a legacy integration first. We'll give you a realistic number on the scoping call rather than the optimistic one.
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.
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 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.
Get in touch
Talk to us about this
Tell us what you're trying to do and we'll reply with how we'd build it — no obligation.