After-hours gaps
New-client questions arrive when the office is closed, and the visitor may not return the next day.
AI receptionist for accountancy firms
Never miss another accountancy enquiry.
Answer common website questions, qualify prospective clients and capture genuine opportunities around the clock—without asking your team to monitor the website.
Human handover · Approved answers only · No automatic financial or tax advice
The day-to-day problem
Good prospects should not have to wait for a first response.
Accountancy enquiries often start with a straightforward website question. When that answer is hard to find or arrives too late, a potential client can leave before the team has a chance to help.
Repeated admin
Staff repeatedly explain services, onboarding, documents, office hours and the right contact route.
Questions that need care
Client-specific, sensitive and complex enquiries need a clear handover—not a rushed automated answer.
The outcome
A controlled route from website question to staff follow-up.
The receptionist handles the useful first layer, while your practice keeps control of the answers, escalation rules and commercial judgement.
- Provide a 24/7 first response using approved accountancy-firm information.
- Qualify prospective clients and capture structured contact details when relevant.
- Keep the enquiry, source and next action visible in AI-Platform CRM.
- Support booking-review requests without promising availability it cannot confirm.
- Escalate sensitive, complex or client-specific questions to staff.
How it works
A clear workflow, not a black box.
A visitor asks a question
They start with the question they would otherwise send by email or leave unanswered.
The receptionist uses approved information
It explains published services, process, documents, office hours or next steps within agreed boundaries.
A genuine prospect is qualified
When appropriate, it gathers contact details and a short requirement without over-questioning.
Staff take over where needed
Complex, sensitive or client-specific queries are handed to the team for professional review.
The opportunity reaches AI-Platform CRM
The practice can review the enquiry, context, attribution and the next follow-up action.
Accountancy use cases
Useful questions to handle consistently.
Configure the receptionist around the information a prospective client needs before a member of staff should step in.
New-client onboarding
Explain your onboarding steps, likely documents and how to start an enquiry.
Bookkeeping & payroll
Help visitors understand the relevant service and request a conversation.
Tax & VAT services
Guide general self-assessment, corporation-tax and VAT-registration service enquiries to the right route.
Consultation requests
Capture a requirement or booking-review request without inventing a price or confirming availability.
Safeguards and handover
Useful, but always within your firm’s boundaries.
The receptionist is designed to make the first interaction clearer—not to replace professional judgement or staff control.
Approved answers: responses are based on firm-approved services, FAQs and contact information.
No personalised advice: it does not give tax, legal, financial or regulated advice for a visitor’s circumstances.
No invented promises: unsupported pricing, availability and service commitments are not made up.
Human review: sensitive and complex enquiries are escalated, while booking requests remain subject to staff review unless a confirmed calendar integration is agreed.
Staff visibility: conversations and qualified enquiries are captured securely in the CRM for follow-up.
See the experience
View the accountant demonstration.
This separate demo shows how an AI receptionist could appear for an accountancy practice. It is an example implementation, not the campaign landing page.
AI receptionist pricing UK
Founding Client AI Receptionist Pilot: a focused 30-day start for one accountancy website.
A practical Managed AI Receptionist Service for a limited number of early accountancy practices.
Limited availability: first 3–5 clients
Founding Client AI Receptionist Pilot
£495 setup
£149/month · 30-day pilot
- One existing website, one AI receptionist and one business location
- Up to 10 services, 25 FAQs and one staff user
- Approved knowledge setup, standard lead qualification and standard CRM workflow
- Human handover, standard widget branding, 7–14 days of minor adjustments, fair-use AI allowance and basic support
Founding-client pricing is available to a limited number of early accountancy practices. Future standard pricing is expected to be higher.
Request an AI Receptionist PilotWhat the monthly service covers
This is a Managed AI Receptionist Service, not just maintenance. The monthly fee covers receptionist hosting, OpenAI usage within fair-use limits, CRM access, conversation storage, monitoring, security and software updates, minor approved knowledge changes and basic support.
Client owns the website, domain and business email. AITech manages the AI platform, hosting, infrastructure, security, updates and usage.
Need a different ownership model?
New Website + Managed AI starts from £1,995, with typical projects at £2,995–£3,995, plus £199–£299/month. A client-owned deployment starts from £5,000, with typical projects at £6,000–£10,000+ and optional £250–£750/month support.
Compare the three optionsPrices are starting prices and the final quote follows a scope review. Custom integrations and high-volume usage are separately quoted; no plan includes unlimited AI usage. New website build, WhatsApp, SMS, voice, live calendar availability, multilingual support and extensive knowledge changes are not included in this pilot.
What changes
More useful than a form. More controlled than a generic chatbot.
Basic contact form
Collects a message for later.
Offers no immediate guidance, qualification or context.
Generic chatbot
May answer broad questions.
Can lack firm-approved knowledge, CRM workflow and clear handover.
AITech AI receptionist
Uses approved information, qualifies suitable prospects and records the next action.
Configured around your services, CRM handoff and staff escalation rules.
FAQ
Questions about an AI receptionist for accountants.
Does it give tax advice?
No. It is configured to answer approved firm information and hand client-specific, tax, legal, financial or otherwise sensitive questions to staff.
Can it use our existing website?
Yes. The pilot is designed for installation on your existing website, using your agreed services, FAQs and contact routes.
Can staff take over a conversation?
Yes. Sensitive, complex and unsupported enquiries can be routed for staff review and follow-up.
What happens to captured enquiries?
Relevant contact details and enquiry context are routed into AI-Platform CRM so the team can review and follow up.
Can we control the answers?
Yes. The receptionist is configured from approved firm information, with agreed boundaries and handover rules.
Can it work outside office hours?
Yes. It can provide the agreed first response and capture enquiries at any time, while staff follow up during their normal process.
Does it replace staff?
No. It handles the useful first layer and brings the right enquiries to staff with better context.
How long does setup take?
Timing depends on the quality of the available service information, FAQ approval, website access and test feedback. This is confirmed during scoping.
Is there a pilot?
Yes. The introductory offer is a focused 30-day pilot with setup, testing and launch support.
Can we customise the branding?
Yes. The website experience can be configured to fit your firm’s approved branding and contact routes.
Start the conversation
See how an AI receptionist could handle your accountancy enquiries.
Tell us the essentials and we will review the practical first setup for your firm. We will reply within one business day.
No obligation · Clear scope · Human-first safeguards
Make the first accountancy enquiry easier to handle.
Start with a free consultation to scope an AI receptionist around your approved answers, staff handover and follow-up workflow.