AI voice agent for accounting firms: answer client calls 24/7
An AI voice agent for accounting firms answers every client call, shares office hours and service information from your own documents and books consultations on your calendar, 24/7. InfiVoice works in 30+ languages, has local numbers in 100+ countries and starts free with 100 credits.
Where firms lose clients
During busy season the team is buried in work and the phone keeps ringing. New prospects who reach voicemail often call the next firm, and existing clients wait for answers to simple questions.
A voice agent picks up each call right away, so the team keeps its focus and every caller gets a next step.
What the agent does on each call
- Greets callers with your firm name and asks the reason for the call.
- Answers questions about services, office hours and the documents clients should bring, from your own files (knowledge base with RAG).
- Collects name, phone number, type of client and topic.
- Books a consultation in Google Calendar.
- Hands the call to your team when the caller asks for a person.
- Speaks 30+ languages for multilingual client bases.
Typical use cases
New client inquiries. The agent qualifies the request and books an intro call.
Deadline questions. Upload your checklist so callers hear the same answer every time.
After-hours calls. Every caller receives an answer and a follow-up.
Appointment reminders. Use outbound calls to confirm meetings, within the rules of your market.
Set it up in an afternoon
1. Build the call flow in the visual builder.
2. Upload your service list and FAQs.
3. Connect Google Calendar.
4. Assign a local number and test with practice calls on the Free plan.
Pricing
Free includes 100 credits. Pro is $79 per month with 250 credits. One credit equals 60 seconds of call time. See /blog/ai-voice-agent-pricing.
Frequently asked questions
Can it book consultations?
Yes, through Google Calendar.
Does it give tax or accounting advice?
No. You decide what it answers, and it shares only what you put in your documents.
What if it cannot answer?
You define a handoff to your staff in the flow.
Does it work in other languages?
Yes, 30+ languages.
Can I try it without paying?
Yes. The Free plan includes 100 credits.
Related
- /blog/ai-appointment-booking-calls
- /blog/ai-voice-agent-for-law-firms
- /blog/how-ai-voice-agents-work