AI receptionist for accountants.
Tax-time call surges answered, client appointments booked and simple Xero and IRD questions handled, so partners are not pulled off their work.
95c a minute or less. Pay for talk time only.
What is an AI voice agent for accountants?
An AI voice agent for accountants is an automated phone system that handles the tax-season call surge, answers basic Xero and MYOB questions, books client appointments, captures bookkeeping queries and sends complex tax matters to the right partner. Waboom AI builds accountant agents trained on IRD (NZ) and ATO (AU) terms and connected to Xero, MYOB and Karbon workflows. It is the accounting build of our AI phone receptionist. See the AI receptionist
Answering and making calls for businesses across New Zealand and Australia
Try them yourself
Three live agents, right here in your browser. Tap one, allow your microphone and start talking. Calls run for up to four minutes.
AI receptionistZoeNew Zealand
Never misses a customer moment.
AI receptionistSamAustralia
Have him book you a real meeting.
Multilingual receptionistJingNew Zealand
Start in English, then switch to Mandarin.
Calls it handles in an accounting firm.
Built for EOFY pressure, the line between bookkeeping and tax advice, and your Xero workflow.
Tax-season surges
Answers every call at once during the busiest weeks, with no queue and no engaged tone.
Xero and MYOB questions
Common questions like where to find an IRD number, how to export the GST report or when provisional tax is due.
Appointment booking
Books into Karbon, Iris or your scheduling tool, and asks entity type, year end and services needed first.
Deadline awareness
Knows the NZ tax year end (31 March), AU EOFY (30 June), provisional tax dates and BAS quarters.
Bookkeeping queries
Captures the question clearly in the call summary and tells the client when they will hear back.
VIP client routing
Spots key clients from your CRM and sends them straight to a partner queue or the partner's mobile.
Property accountants
Investor and landlord enquiries, with pages of their own for NZ and AU.
Safe for your firm and your clients.
Advice stays with your qualified people.
No tax advice
It never gives tax advice. It captures the question and books the right partner, protecting the firm from accidental advice.
The right terms
Trained on IRD terms (provisional tax, IR3, IR4, IR526) and ATO terms (BAS, IAS, FBT, PAYG, STP).
NZ and Australian privacy law
Built for the NZ Privacy Act 2020 and Australia's Privacy Act 1988, including the Australian Privacy Principles. Recordings can be deleted when you choose.
Load credit. The more you load, the less each minute costs.
From 95c down to 77c a minute. Credit never expires.
Enterprise
For bigger call volumes, several sites or a whole team. We build a plan around how you work.
Talk to us30-day money-back guarantee on every plan. If your AI receptionist is not right for your business in the first 30 days, we refund you.
How credit works
Load credit once. Your receptionist only uses it while it is on a call.
Pick your package
Choose how much credit to load, plus $130 a month for the platform.
Talk time comes off it
Only while your receptionist is on a call. No calls, no credit used.
Tops up automatically
When your credit runs low, the same amount reloads. Credit never expires.
Rated 5.0 on Google
Read all reviews on Google (opens in a new tab)- ★★★★★
The AI Receptionist has been fantastic for our team at Rangehood Solutions. It’s taken a huge amount of workload off us, especially when we’re a staff member down, and means we can keep looking after customers without calls being missed.
Rangehood Solutions
AI receptionist client, New Zealand
- ★★★★★
It handles hundreds of calls a day, prospecting, qualifying sellers, and building a pipeline for future deals. … Not a set-and-forget service, they actually care about results.
James Mairs
Auckland apartment agency
- ★★★★★
Getting an entire team, from our IT manager to our admin staff, aligned on AI is not easy. Leo made it look easy! … No hype. No theory.
Shiv Narayan
Technology Solutions NZ
Works with your practice software.
- Xero Practice Manager
- MYOB AE
- Karbon
- Iris
- FYI
- Suitefiles
- Receipt Bank
- Pipedrive
Other CRMs can connect by webhook. Plus your calendar and inbox. See all integrations
Leo and John on our stand at NZ Tech Expo, on stage and running workshops. We are the team who builds your agent and looks after it once it is live.
- ★★★★★From 24 Google reviews (opens in a new tab)
- Sovereign dataKeep your calls and data in Australia
- 30-day money-backGuarantee on every plan
See your accounting firm's receptionist working. Live in 24 hours.
Book a quick meeting and we will show you how it would answer your clients' calls, then build it for you.
- Your receptionist built around your business
- Live and answering calls within 24 hours
- Credit that never expires, from $500
- Every plan backed by a 30-day money-back guarantee
Choose a time on our calendar. It takes less than a minute.
Less Busy. More Life.
Common questions
Does the AI actually understand IRD or ATO terminology?
Yes. We train the agent on the tax terms used where you work: provisional tax, terminal tax, GST returns, IR3, IR4 and IR526 (NZ), or BAS, IAS, FBT, PAYG and STP (AU). It uses the right terms back to the caller and captures them correctly in the call summary.
Can it answer client questions about their tax position?
No. The AI never gives tax advice. It captures the question, books an appointment with the right partner and tells the client when they will hear back. This protects your firm from accidental advice and protects the client from getting it wrong.
Which accounting practice management systems does it integrate with?
Karbon, Iris, FYI, Suitefiles, Receipt Bank, Xero Practice Manager, MYOB AE, and Pipedrive for tracking enquiries. Other CRMs can connect by webhook.
What happens during the worst week of tax season?
Every call is answered at once, so there is no queue and no engaged tone, even on 31 March or 30 June. You pay for talk time only, so a busy week costs more and a quiet week costs less.
Will my high-value clients hate talking to AI?
They do not have to. The agent spots VIP clients from your CRM and sends them straight to a partner queue (or the partner's mobile if needed). Other clients get an AI receptionist that answers straight away and captures every detail.
What does it cost?
Start with $500 of call credit plus $130 a month for the platform (NZD, ex GST). Talk time is 95c a minute and drops to 77c when you load more credit. In Australia it is A$500 plus A$130 a month, from 95c down to 71c. Credit never expires, and every plan has a 30-day money-back guarantee.