For accountants, consultants and agencies

AI receptionist for accountants, consultants and agencies

When you're with a client, on a video call or buried in tax season, the Autorys AI Phone Receptionist answers in English and Spanish, finds out what the caller needs and books the consultation in your CRM calendar. It never gives tax or financial advice. It costs $149 USD per month with no setup fee, 500 minutes and a phone number included.

Get your AI receptionist Call +1 332 241 7428 to try it
  • New clients answered while you work
  • Consultations booked
  • No tax or financial advice
The problem

You bill by the hour, and the phone keeps interrupting.

In a professional office, every call you take in the middle of a task costs focus. Every call you miss can cost a client.

You're in meetings most of the day

Client meetings and video calls back to back: new prospects reach voicemail and many never leave a message.

Busy seasons flood the phone

In tax season or before a deadline, calls double just when your team has the least time to answer them.

Small office, no front desk

Many firms are two or three people. Hiring someone just for the phone costs much more than an AI receptionist.

What it does

What it does for a professional office.

It answers like a good office assistant and sends you only what needs your attention.

New clients

Finds out what they need

Name, phone number, company and what they're looking for, in their own words. You read it in the call summary before calling back.

Consultations

Books the first meeting

It checks your CRM calendar and books the consultation or discovery call at a time you have open.

Clients

Passes calls to the right person

During the hours you choose, it can transfer the call to up to 3 people, announcing the caller first. If nobody answers, it takes the message.

Boundaries

No tax or financial advice

It doesn't answer tax questions, give figures or say what a client should do. It takes the question and books the time with your team.

Example call

A new client calls during tax season.

You're in a meeting. The prospect still gets an answer and a date.

Right after the call

  • The consultation is in your CRM calendar
  • You know what he needs before the meeting
  • Summary, recording and transcript of the call
Incoming call · answered by your AI receptionist
  1. Caller

    Hi, I opened an LLC this year and I need someone to do my books and my taxes.

  2. AI receptionist

    Thanks for calling. I can book a consultation with one of the accountants. What is your full name?

  3. Caller

    Michael Brooks.

  4. AI receptionist

    Thank you, Michael. What's the name of the business, and do you have employees?

  5. Caller

    Brooks Design LLC, just me for now.

  6. AI receptionist

    Got it. I have Monday at 11 AM or Tuesday at 2 PM for a consultation. Which works better?

  7. Caller

    Monday at 11.

  8. AI receptionist

    Done: Monday at 11 AM. The firm has your details and what you need.

Sample conversation. Your receptionist uses your business name, your services, your hours and the information you give it.

Every call lands in your CRM. It's included.

The CRM comes with the receptionist at no extra cost, so you can see who called and what was said, any time.

  • An email and a CRM alert as soon as the caller hangs up
  • A short AI summary: who called, what they wanted, what was booked
  • The recording and the full transcript of the call
  • Appointments go straight into your CRM calendar

It can pass the call to a person

You choose up to 3 people and the hours when calls can be transferred. It announces the caller before connecting, and if nobody picks up, it takes the message and books the appointment. For example: calls from current clients can be passed to the person who handles their account, and new prospects get a consultation booked.

Clear rules for your business

01
It isn't connected to your softwareIf a client asks whether their return is filed or a report is ready, it passes the call to your team or takes the message. It never guesses.
02
Fees only if you give themIf you want it to mention your consultation fee or starting prices, tell it. Otherwise it says your team will send a proposal.
Missed call calculator

What are missed calls costing your office?

One new client a year can pay for the receptionist many times over. Check it with your own numbers.

Calculate with your numbers

Example to start from (change it to your numbers)

Calls per week
20
Calls that go unanswered
25 %
Callers who would become customers
20 %
Value of one customer
$1,200 USD

With these numbers: about 22 missed calls a month, about 4.3 customers lost and about $5,200 USD a month.

One recovered customer a month covers the receptionist ($149 USD).

These are example numbers, not statistics for your industry. Put your own in the free calculator.

Pricing

One fixed monthly price.

It's not pay-per-call: the monthly fee includes the minutes and the number.

$149 USD per month

For any type of business. Available today for businesses in the United States.

Get your AI receptionist
  • 500 minutes of calls included every month
  • Extra minutes: $0.15 USD each
  • Phone number included
  • No setup fee
  • Call reports by email and in your CRM, with recording and transcript
  • Appointments booked in your CRM calendar
Frequently asked questions

What accountants, consultants and agencies ask.

Straight answers with our real prices. The fastest way to judge it is to call +1 332 241 7428 and talk to it.

Is an AI receptionist a good fit for an accounting firm?

Yes, especially in tax season. It answers every call 24/7, takes the caller's details and what they need, books consultations in your CRM calendar and passes current clients to the right person during the hours you choose. It costs $149 USD per month with 500 minutes included.

Does it answer tax or financial questions?

No. It never gives tax, accounting or financial advice, figures or deadlines for a specific case. It takes the question and books the time with your team.

Can it tell a client if their work is ready?

No, it isn't connected to your practice software. It transfers the call to your team during the hours you choose, or takes the message so someone calls back.

Does it work for consultants, agencies and insurance offices?

Yes. It works the same way for any office that books meetings with clients: consultants, marketing and design agencies, insurance agencies, bookkeepers and other professional services.

How much does it cost for a small office?

The Autorys AI Phone Receptionist costs $149 USD per month with no setup fee and 500 minutes and a phone number included. You keep your number and forward the calls you don't answer. You can test it first by calling +1 332 241 7428.

Other businesses

Also for these businesses.

Restaurants

Answers during the rush, takes reservation requests and to-go orders, and gives your hours.

Law firms and attorneys

Takes new client calls while you're in court, books the consultation and never gives legal advice.

Veterinary clinics

Books pet appointments while your team is in the exam room and never gives veterinary advice.

Stay focused. It answers the phone.

Call +1 332 241 7428 and ask for a consultation as if you were a new client. If you like it, sign up online and turn on forwarding.

$149 USD per month · 500 minutes and a number included · no setup fee

Get your AI receptionist Call +1 332 241 7428 to try it