Finance Answering Service That Books Clients 24/7
Stop sending prospects to voicemail. Our accounting firm answering service answers instantly, captures intake details, places confirmed consultations on your calendar, and routes urgent calls to the right partner. This is your AI receptionist for accountants, without the overhead. Go live in 3 days. No software to learn.
Live in 3 days
240 free minutes included
HIPAA, GDPR, SOC 2
Live Demo
Hear Your Finance Answering Service in Action
Enter your number to experience the greeting, intake, and booking flow in seconds.
Our AI receptionist will call you in the next few seconds.
This Demo Agent Can
Book consultations automatically
Collects service type (tax prep, bookkeeping, payroll, advisory), entity type, preferred time, and places confirmed slots on your calendar.
Capture client context for routing
Fiscal year-end, urgency (deadline/penalty risk), software used, and contact details.
Transfer priority callers to another agent
In the demo, transfers work for saved numbers only.
Record and summarize every call
Names, numbers, intent, and notes your team can use.
Prefer to Call the Demo Directly?
Call: (XXX) XXX-XXXXWhy Finance Teams Switch to Adaptify
Built For Accounting Firms and Finance Teams
Voices That Sound 100% Human
Natural pacing, tone, and professionalism that reflects your brand.
Works With Your Tools
Any calendar, plus popular platforms like Karbon, Canopy, TaxDome, Jetpack Workflow, Ignition, and your accounting stack such as QuickBooks or Xero. See all on Integrations.
Bilingual Capability
English plus one additional language like Spanish, French, or Mandarin to serve more clients.
Trained for Accounting Workflows
Custom scripts for tax-season intake, year-round bookkeeping, payroll questions, extensions, IRS/CRA/ATO notices, sales tax, advisory inquiries, cancellations, and VIP routing.
Before and After
Before: Without Adaptify
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Missed calls and voicemails
Prospects hire someone else.
Slow response times
After-hours waits until morning.
Manual scheduling
Back and forth and no shows.
Higher admin costs
You pay for idle time whether calls come in or not.
After: With Adaptify
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Every call answered 24/7
Customers reach a real solution on the first call.
Instant consultation booking
Confirmed slots go straight to your calendar.
Priority escalation
Urgent calls connect to your on-call clinician fast.
Lower cost per engagement
Pay per minute only when calls happen.
How It Works
How Your Finance Answering Service Works
Answer Every Call Instantly
Your AI accounting receptionist picks up every client and lead 24/7.
Pre-Qualify and Book to Calendar
Captures service type, entity, deadlines, and preferences, then books into your calendar.
Route Priority Calls to Your Team
IRS/CRA notices, payroll emergencies, and VIPs connect to your designated contact with fallbacks.
Track Every Call in Your Dashboard
Recordings, transcripts, and analytics for QA, training, and conversion by source or campaign.
Real Impact in Days
Proven Results for Accounting Firms
More Signed Consultations
No Missed Calls
Lower Admin Costs
Handle Multiple Calls at Once
Always On Brand
Full Transparency
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Our Pricing
Simple Accounting Firm Answering Service Pricing
Pay Only for What You Need
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One-Time Setup
$590 paid once.
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Ongoing Minute Bundles
$0.24/min
Onboarding Process
Your AI Receptionist Live in 3 Days. No Tech Skills Needed
No contract. Minutes roll over for 3 months. No charges if no calls are answered.
No Software to Learn. We Do It All for You.
You get a done-for-you finance answering service, not another tool to figure out.
Fully Done for You
Voice, scripts, integrations, and testing by our engineers.
Live in 3 Business Days
Number, calendar connection, and launch checklist.
240 Free Minutes to Start
Unused minutes roll over for 3 months.
1 Month of Fine-Tuning
Optimized based on real calls.
No contract. Pay only for minutes you use. No charges if no calls are answered.
FAQs - Finance Answering Service
1. What is a finance answering service and how does it help firms?
A 24/7 AI receptionist for accountants that answers every call, books consultations to your calendar, captures intake details, and routes priority calls, plus recordings, transcripts, and analytics.
2. How is AI different from a traditional call center?
Instant pickup, no holds, consistent scripts, and integrations with your tools. You pay per minute only when calls happen.
3. Do you offer an after-hours accounting answering service?
Yes. Nights, weekends, and holidays. The agent follows your rules, captures full details, and routes priority callers immediately.
4. Can it schedule tax, bookkeeping, and advisory meetings?
Yes. It asks screening questions, checks availability, and places confirmed bookings. Optional confirmations and reminders reduce no-shows.
5. Can it collect sensitive information?
It can capture essential contact and service details and then direct clients to your secure portal for documents and sensitive data.
6. Where do urgent calls go?
To your designated partner, manager, or ring group. You control schedules, targets, and fallbacks.
7. Which tools do you integrate with?
Any calendar. Platforms like QuickBooks Online, Xero, Karbon, Canopy, TaxDome, Ignition, Jetpack Workflow, and Zoho Books, plus Zapier and webhooks. See all on the Integrations page.
8. How fast can we go live and what do you need from us?
3 business days. After setup, you’ll complete a 5-minute form with script, routing rules, escalation contacts, and the calendar to book into. We build and test, send your number and dashboard, then you go live.
9. What does the dashboard include?
Recordings, transcripts, and analytics for every call. Track answer rate, response time, bookings, outcomes, and conversion by source or campaign.
10. What does it cost and how are minutes billed?
One-time setup is $590. Usage is $0.24 per minute. Unused minutes roll over for 3 months. No contract and no charges if no calls are answered.
11. Is client data secure?
Yes. Data is encrypted in transit and at rest with role-based access and audit logs.
12. How do I start right now?
Click Build Your Agent, complete checkout, then fill a short form. We’ll build your finance answering service and go live in about 3 days. Prefer to talk first? You can schedule a call after checkout.
Stop Missing Calls. Start Booking Accounting Clients 24/7
Your after-hours accounting answering service can be live in 72 hours or less.
- Full setup, done for you
- 240 free call minutes included
- CRM + calendar integration
- Secure dashboard with recordings, and analytics
- No contract, pay only for minutes you use
