AI voice agents · for UK accountancy firms

AI voice agents for accountants that never miss a new client.

AI voice agents for accountants answer every call, capture the enquiry and book the consultation 24/7 — and even read your receipts straight into Xero, QuickBooks or Sage. Enquiries spike around every deadline — self-assessment, year-ends, VAT quarters — and new clients won't wait for office hours.

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Nexform · Receipt CaptureLIVE
COSTA COFFEE
TOTAL£4.75
MerchantCosta Coffee
Date17/06/2026
Net£3.96
VAT 20%£0.79
Total£4.75
Posted to XeroQuickBooksSage
Where firms leak time and clients
31 Jan

Every UK accountant's least favourite date. We make sure the enquiries, documents and deadline reminders are handled in the run-up — so self-assessment season stops being a month-long fire-fight.

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Documents you're forever chasingReceipts, bank statements and records arrive late, in a mess, or not at all. Weeks of partner time lost to chasing clients and re-keying data before every deadline — work that could be requested, captured and filed automatically.
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Deadline-season call spikesJanuary self-assessment and quarter-ends bury the phones. New client enquiries hit voicemail at exactly the moment they're ready to instruct — and go to the next firm.
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Buried in repetitive queries"How much do I owe?" "What do you need from me?" "Where's my return?" — answered by hand, over and over, instead of higher-value advisory work.
Who AI voice agents are built for

Made for the small and mid-sized practice.

If your phones bury you every January and your team spends more time chasing paperwork than advising, an AI voice agent is built for you.

1–50

Accountants & staff

Independent practices and bookkeeping firms where every missed enquiry is a lost client — not national firms with a call centre.

Deadline-driven

Phones that spike in January

For practices where self-assessment season and quarter-ends bury reception — and new clients won't sit on hold.

Every service

Tax to bookkeeping

Enquiries across self-assessment, year-end accounts, VAT, payroll and bookkeeping — qualified and routed to the right person.

What an AI voice agent does for your practice

Four jobs your team shouldn't be doing manually.

Quotes and follow-ups, autonomously

Sends fixed-fee quotes straight after the call, then chases the follow-ups on its own — so warm enquiries don't go cold while your team is buried in deadlines.

Captures the enquiry & books the call

Logs the service needed, business type and deadline, then books the consultation with the right person — so a complete enquiry lands in your diary, not a Post-it note.

Chases the records, automatically

Requests and reminds clients for the receipts, statements and forms you need before each deadline, then captures and files what comes back — so you're not chasing paperwork in January.

Snap a receipt, posted in seconds

Photograph a receipt or invoice and the AI reads the merchant, date, net, VAT and total — then posts it straight into Xero, QuickBooks or Sage. No manual data entry, no shoebox of paper at year-end.

Simple, fixed pricing

AI voice agent & automation pricing.

Know the cost before we start. Voice agents run on a rolling monthly plan; automation is fixed-price — no day rates, no surprises, no lock-in.

Audit
 
Free

A 30-minute call to find where AI pays back.

  • Process review
  • Quick-win shortlist
  • Honest ROI estimate
Book your free audit
Pilot
from
£1,995

One workflow, built and live in 1–2 weeks.

  • Single workflow built
  • Integrated & tested
  • Measurable results
  • Fixed price, fixed scope
Start with a pilot
Build
from
£4,995

Automation across your key processes.

  • Multi-process build
  • Full handover & docs
  • You own everything
Book your free audit
Care plan
from
£295/mo

Optional ongoing monitoring and support.

  • Maintenance & monitoring
  • Priority support
  • No lock-in — cancel anytime
Book your free audit

All prices exclude VAT. Founding-client rates are available for early projects.

£1,995 one-time setup — then a rolling monthly plan that scales with your call minutes.
Starter
 
£235/mo

250 mins/mo, then £0.85/min over allowance.

  • Rolling monthly — no lock-in
  • Up to 20 concurrent calls (+£20/mo for more)
  • GDPR compliant
  • Bespoke conversation flow, built for you
  • Speaks as one of your team
  • Accounting software integration
  • SMS messaging & call forwarding
Book your free audit
Growth
 
£559/mo

600 mins/mo, then £0.79/min over allowance.

  • Rolling monthly — no lock-in
  • Up to 20 concurrent calls (+£20/mo for more)
  • GDPR compliant
  • Bespoke conversation flow, built for you
  • Speaks as one of your team
  • Accounting software integration
  • SMS messaging & call forwarding
Book your free audit
Scale
 
£930/mo

1,000 mins/mo, then £0.70/min over allowance.

  • Rolling monthly — no lock-in
  • Up to 20 concurrent calls (+£20/mo for more)
  • GDPR compliant
  • Bespoke conversation flow, built for you
  • Speaks as one of your team
  • Accounting software integration
  • SMS messaging & call forwarding
Book your free audit
Enterprise
 
Contact us

Custom call volume, agents and SLAs.

  • Everything in Scale
  • Custom call volume
  • Multiple agents & numbers
  • Dedicated support & SLAs
Contact us

All prices exclude VAT. Voice usage is included up to your monthly allowance; one AI agent handles up to 20 simultaneous calls, with extra capacity at £20/mo per 20 lines.

How we work together

From first call to live.

Low-risk, one stage at a time — you only scale once a pilot has proven itself on your numbers.

STAGE 01

Audit

A straight conversation mapping where your practice loses enquiries and time — the deadline crunch, the document chase, the repeat calls.

Free
STAGE 02

Pilot

One workflow, live on a real part of your practice in 1–2 weeks. Measured against your numbers.

From £1,995
STAGE 03

Build

Once the pilot proves out, we build the full integration into your accounting software and phone system.

From £4,995
STAGE 04

Handover

Full handover and docs, plus an optional care plan for ongoing monitoring and support.

Included
Straight answers

AI voice agents for accountants — your questions, answered.

Will it give clients tax or accounting advice? +
No — and that's deliberate. The agent answers the call, captures the enquiry and books a consultation with the right person. It never gives tax or accounting advice and is clear with the caller that an accountant will handle their case.
Does it integrate with my accounting software? +
Yes — Xero, QuickBooks and Sage are the main ones we work with, and most modern accounting and practice software exposes the access we need. We confirm exactly what's possible with your setup during the free audit before you commit to anything.
Is it secure with client financial data? +
Yes. Client information is handled lawfully and confidentially, stored only where it needs to be, and flows into your own software rather than a separate black box. We walk through the full data flow with you so you know exactly where everything sits.
Can it cope with January and quarter-end spikes? +
Yes — that's exactly when it earns its keep. A single agent handles up to 20 calls at once, so there's no engaged tone and no voicemail when the phones go mad. Need more capacity? Add lines for £20/mo per 20.
How much does an AI voice agent cost? +
A one-time £1,995 setup, then a rolling monthly plan from £235/mo that scales with your call minutes — Starter, Growth and Scale, with no lock-in. Full breakdown is in the pricing section above. All prices exclude VAT.
How do I know it'll actually work for us? +
That's the whole point of the paid pilot. One workflow, live on a real part of your practice in 1–2 weeks, measured against your own numbers. If it doesn't earn its place, you've learned that cheaply before any full build.
Explore more

Related services.

AI voice agents Document processing Workflow automation
Stop the leak

Every call answered. Every client captured.

Book a free 30-minute audit. We'll find exactly where your practice is losing clients and time — and what AI would do about it.

Book your free audit