See this AI phone answering Workflow running in your firm
How to set up an AI phone answering service for your accounting firm
Answer every call, qualify the need, book time with a registered accountant, and log the outcome to one record.
Call arrives on your main number
The Briick Workflow routes the call to your voice AI agent as first line. Business hours, overflow, and after-hours rules are applied without changing your current number.
AI agent answers and understands the request
The voice AI agent greets the caller, identifies whether they are an existing client or a new enquiry, and captures the reason for calling, urgency, and basic details needed to progress.
Qualifies and routes by your rules
Calls are qualified against your criteria, then routed to the right queue. Urgent matters are prioritised. General enquiries are handled on the spot or prepared for follow-up.
Books or transfers in the moment
The AI agent offers live availability from shared calendars, books the meeting, and sends confirmations and reminders. If a human is required, it performs a warm transfer or schedules a call-back with the right registered accountant. Briicky, the AI Chief of Staff, oversees handover.
Automation works with
Before Briick
Leads slip through while your team is busy
Voicemail and missed calls during peak BAS and EOFY periods
Unqualified sales calls reaching senior accountants
Manual call-backs and re-keyed notes across tools
Lost context between phone, SMS, email, and calendars
Inconsistent reminders and no-shows for scheduled calls
After Briick
Every lead gets a response in minutes, automatically
Every call answered around the clock with consistent intake
Qualified and routed to the right person or queue
Meetings booked with confirmations and reminders sent
One searchable record across calls, SMS, email, and WhatsApp
Human-in-the-loop only where sign-off is required
By the numbers
phone coverage for client and prospect calls
answered, qualified, and recorded to one timeline
appointment booking and confirmations
Works while you sleep
How it works. Set up once. Runs forever.
Define your intake and qualification
Configure a Briick Workflow with your accounting intake: new or existing client, entity type, service needed, urgency, and deadlines. Set the questions the AI agent asks and the data it captures.
Connect your phone routing
Point your main number or a dedicated line to the voice AI agent. Set rules for business hours, after-hours, holidays, and overflow to ring groups or mobiles as needed.
Set booking windows and confirmations
Choose meeting types, durations, buffers, and who is bookable. The AI agent offers live availability, books the slot, and sends confirmations and reminders by SMS or email.
Escalation with Briicky, the AI Chief of Staff
Define when to transfer live or schedule a call-back with a registered accountant. Briicky orchestrates the handover, posts the call summary, and creates follow-up tasks where required.
Ready to put AI agents to work in your business?
FAQs
Answers to the questions we hear most.
A voice AI agent answers your firm’s calls around the clock, asks the right intake questions, qualifies the request, and either resolves it, books time with the right person, or performs a warm transfer. Every conversation is written back to a single customer record, and Briicky, the AI Chief of Staff, manages escalation and follow-up where a human is required.
Yes. The AI agent offers live availability from shared calendars, books the meeting in real time, and sends confirmations and reminders by SMS or email. You control meeting types, who is bookable, and timing buffers.
The AI agent captures context and purpose, then hands off. Calls needing advice or sign-off are transferred live or scheduled with a registered accountant. This keeps advice within human-in-the-loop controls. For guidance on registration, see the Tax Practitioners Board at tpb.gov.au.
Use the AI agent as first-line cover 24/7. It handles repetitive calls, intake, scheduling, and follow-ups, while your team focuses on client work. Briicky coordinates escalation to people for work that requires judgment or sign-off.
How can financial advisers automate appointment bookings
