AI receptionist for accountants: every client reaches their account manager, even at the height of tax season.
Sayelo, the AI voice agent and AI receptionist for accountants, answers 24/7. Client and account manager identified, precise messages, prospects qualified, year-end meetings booked: the agent holds the line during tax season. From €39 excl. VAT/month, 14-day free trial, no set-up fees.
During year-end and filing deadlines, the firm's line overflows: one client looking for a document, another waiting for their tax return, a business owner who wants to set up a company. Sayelo answers, identifies the client and the account manager who handles their file, takes a precise message or transfers according to your rules, qualifies prospects and books appointments. It announces that it is an AI in its very first sentence, and never gives tax or accounting advice.
from €39 excl. VAT/month afterwards · no commitment · the AI announces itself on every call
An accountancy firm lives by its deadlines: year-end accounts, tax returns, VAT, payroll. At each one, client calls double, and every caller wants a specific person for a document, a form, a question. The staff who should be producing work end up answering the phone, and prospects who get voicemail call the next firm.
Sayelo's AI receptionist answers when the firm is snowed under. It introduces itself as an AI assistant, recognises the client and finds the account manager who handles their file, takes a precise message with the deadline or transfers according to your rules, qualifies prospects with your questions and books year-end and introductory meetings in the right calendar. Tax inspections and formal notices are transferred immediately. It never gives tax or accounting advice, and every call comes back to you by email, summarised and transcribed.
Day to day
What accountants deal with on the phone.
Tax deadlines swamp the line
Year-end accounts, tax returns, VAT returns, personal tax return season. At every deadline, client calls double, and the staff who should be producing work spend their time answering the phone.
Every client has their account manager
A file is handled by one specific person, who knows its history. A call that reaches someone else ends in “I'll put you through” or a vague message, and the client calls back.
Requests for documents and paperwork
A payslip to resend, a certificate for the bank, a missing statement, a portal login. Simple, numerous requests that don't need an accountant to be taken down and passed on.
Prospects who call once
A business owner setting up a company or wanting to change firms calls two or three accountants. The one who answers, qualifies the need and offers a meeting has every chance of signing them.
How much are your missed calls costing you? Work it out in one minute with the calculator.
What the agent does
What your AI receptionist does for an accountancy firm.
Identifies the client and their account manager
As soon as it answers, the agent recognises the client, finds the account manager who handles their file and applies your instructions for that file. The mapping of clients to account managers comes from your Sellsy or monday.com contacts, or from a file you give it.
Takes a precise message, or transfers
Document requested, paperwork awaited, deadline mentioned, best time to call back. The message reaches the account manager by email and in your account, with the transcript. During your set times, it can transfer the call directly.
Qualifies prospects
Business set-up, change of firm, legal structure, headcount, approximate turnover, VAT scheme. The agent asks your questions, notes the answers and books an introductory meeting with the accountant.
Books year-end and introductory meetings
Year-end meeting, quarterly review, first meeting. A real slot in the partner's or account manager's calendar, confirmed by SMS with the documents to bring.
Transfers what can't wait
Tax inspection announced, formal notice, deadline today, bailiff. According to your rules, immediate transfer to the partner or account manager, even at year-end.
Explains what documents to provide
For year-end accounts, a company set-up or a tax return, the agent gives the list of documents you have written and sends it by SMS, so that the file arrives complete.
Emergencies
Emergencies: what gets transferred, and when.
- Tax inspection, formal notice, bailiff, deadline today: immediate transfer to the partner or account manager, according to your time slots
- Document for a bank or public body with a deadline: priority message to the account manager
- Routine question, missing document, appointment: message to the account manager or slot in the calendar
- Prospect: qualification with your questions, then an introductory meeting
- Public bodies, banks, social security bodies: specific instructions for each contact
You define the urgent situations, who receives them and at what times. The agent gives no amount and no deadline it hasn't received from you, and no tax or accounting opinion. It passes the question on to the right person.
Each transfer number can be offered only at certain times, in your country's time zone: an on-call line in the evening and at weekends then takes priority over the usual number. Outside these times, the agent takes a message and sends it to you. The transfer is direct: if nobody answers, the caller reaches the voicemail of the transfer number.
Step by step
A typical call, from the first ring to the summary.
The ring
The agent answers when reception and staff are busy, and introduces itself as the firm's AI assistant.
The client
It recognises the client or prospect, and finds the account manager in charge of the file.
The request
Document, paperwork, deadline, question, appointment, new project. It identifies what needs doing and by when.
The message or the transfer
A precise message to the account manager, or a direct transfer during your set times and for the situations you have defined.
The SMS
The client receives confirmation of their request, or the appointment with the documents to bring.
The summary
After the call, an email with the summary, the client, the file, the request, the deadline and the full transcript.
Calendar and tools
Your appointments in your calendar, your calls in your tools.
The partners' and account managers' calendars (Google Calendar, Microsoft 365 or Cal.com) receive appointments in the slots you open. If your clients are in Sellsy or monday.com, the agent recognises them as soon as it answers and finds their account manager. Each call can also be sent to your practice management tool by webhook. Each partner can be given their own agent and adjust it from their own access (3 agents and 3 users on the Pro plan, 5 and 5 on Business), while the administrator keeps an overview of the whole firm.
- Your calendar read live, in Google Calendar, Microsoft 365 or Cal.com: real slots, double-booking lock, confirmation and SMS reminder the day before
- SMS sent during the call, with the caller's consent: address, booking link, instructions you've prepared
- Email summary after every call, full transcript, and webhooks to your business software
Sellsy and monday.com connected natively, all your other tools via outbound webhooks. All integrations →
Number and setup
Your number, your setup.
You keep your current number by forwarding it to your agent's number. Your agent also receives a number according to your country's rules: see Sayelo in your country.
Ready in 5 minutes: your agent guides you in writing, on WhatsApp or with a form, reads your website, and you listen to its voice before choosing it. Our team then fine-tunes the settings with you. Numbers and telephony are provided by a partner operator registered with ARCEP (the French telecoms regulator). How it works →
Comparison
Voicemail, call answering service or Sayelo?
| Voicemail | Call answering service | Sayelo | |
|---|---|---|---|
| Available 24/7 | Passive | Extended hours | Round the clock |
| Immediate answer | — | Queue | Yes |
| Client and account manager identified on answering | No | Depends on the script | Yes, from your contacts |
| Prospect qualified with your questions | No | Partially | Yes, details ready |
| Tax inspection transferred immediately | No | Depends on the script | Yes, according to your rules |
| Summary & transcript | No | Varies | Yes |
| Cost | Low, ineffective | High | Fixed, from €39/month excl. VAT |
Pricing
Clear pricing, from €39/month excl. VAT.
14-day free trial. No fixed-term commitment: cancel at any time, with 30 days' notice. Minutes, SMS and the number of agents depend on the plan: see pricing and plan details →
Frequently asked questions
Questions from accountants.
How does the agent know which account manager handles a client?
You give it the mapping, through your contacts in Sellsy or monday.com or with a file, and it follows it whenever you change it. When it answers, it recognises the client by their number or name and finds the right person.
Does it give out information about a file?
No. It doesn't have access to the accounts and never makes up a figure, a deadline or a tax position. It takes the request, links it to the file and passes it on to the account manager, or transfers the call according to your rules.
What does it do with prospects?
It asks the questions you have defined (activity, legal structure, headcount, approximate turnover, VAT scheme, reason for changing firm) and offers an introductory meeting with the accountant. The details are waiting for you before the meeting. It doesn't quote fees.
Does it cope with year-end?
That's when it is most useful. It answers several calls at once, depending on the number of simultaneous calls in your plan, takes requests for documents and paperwork without disturbing your staff, and only transfers what you have defined as urgent.
Can it handle calls from public bodies and banks?
According to your per-contact instructions. A tax inspector, a bank or a social security body can be transferred as a priority or leave a message flagged as a priority. The agent never discloses any information about a client to a third party.
Will my clients know they're talking to an AI?
Yes, the agent says so in its very first sentence. A business owner calling for a certificate wants to be sure their request reaches their account manager with the right deadline. They leave the call with a confirmation by SMS.
Can I keep the practice's number?
Yes. You keep your current number, as you prefer: by forwarding it to your agent or, in France, by porting it, on all plans. A new number is also included from the start of the trial, if you would rather start from scratch. Either way, the number on your engagement letters always gets answered.
Updated on 27 October 2026.
Other industries
Sayelo for other industries.
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Guides: AI receptionist: the complete guide · Appointment booking with Microsoft 365 or Cal.com · AI voice agent: how it works · Voice agent and CRM: Sellsy, monday.com, webhooks
AI receptionist: all industries · Sayelo for professionals · Security and GDPR · AI virtual receptionist
Hear it answer
before you decide.
The agent calls you back on your mobile and plays the receptionist for an accountancy firm. Three minutes, free, no bank card needed.