For Accountants & Bookkeepers

AI Receptionist Service for Accountants

The AI Receptionist from Marlie handles calls 24/7, qualifies leads, books appointments, and provides intelligent call analytics - so you can focus on bookkeeping while AI manages your phone.

Focus on financial guidance

Calls come in, but you’re not always available to answer them. Missing calls means missing leads, appointments, and payments. We capture leads, book appointments, collect payment, and log details instantly in your systems.

Hand off "the rest" to our AI Receptionist, available 24/7 - even after-hours. We manage your firm's calls so you can focus on what only you can do: providing trusted financial guidance and maximizing client outcomes.

Update balance sheets and ledgers while we handle the calls

The most advanced and customizable call handling solution available.

Professional Greeting

The AI Receptionist greets every caller professionally, representing your firm perfectly.

Structured Intake

Captures essential client information through structured intake questions (business type, services needed, tax situation).

Lead Qualification

Helps identify and prioritize qualified leads based on your practice's expertise.

Human Hand-off

Seamlessly steps in when callers request to speak with someone directly or have complex inquiries.

Custom AI Configuration

Prompts and instructions tailored specifically to your business needs and goals.

CRM Integration

Advanced integration with 7,000+ business tools and custom workflow automation.

Smart Handoff

Seamless Transfers to

Marlie handles the routine, but knows when to step aside. Configure smart escalation rules to route important calls directly to your staff.

Instant Transfer

Calls transfer instantly to your team when human expertise is needed.

Context-Aware

Your team receives full call context before picking up.

Custom Rules

Route calls based on keywords or specific schedules.

Intelligent call analytics give your accounting practice the lead

Make better business decisions with real-time call data powered by AI. Every call summary is enriched with AI-generated metadata including actions completed, caller disposition, priority, relevance, call recording, and transcription.

Use historical tables and charts to predict business growth, costs, and ROI with superior accuracy.

Trusted by 2,000+ businesses

"To anyone who is looking for an AI answering service, I think Marlie.ai is the best"
Albin Dejesus
Owner
sohodrivingschool.com

Connects with your favorite tools

Marlie plays nice with the software you already use. Sync calls, calendar, and customer data instantly across 8,000+ integrations.

Frequently Asked Questions

How does the AI answering service from Marlie specifically benefit accounting and bookkeeping firms?

The AI answering service from Marlie offers significant advantages to accounting and bookkeeping firms by addressing both operational efficiency and customer relationship management. By automating call handling, firms can ensure that client communications are managed seamlessly, capturing leads and responding promptly to inquiries 24/7. This constant availability ensures no potential business opportunities are missed, especially critical during peak tax seasons when managing high call volumes can be challenging. Additionally, the AI service facilitates smarter resource allocation, allowing accountants to focus on essential financial tasks without being interrupted by routine inquiries.

What makes Marlie's AI receptionist more cost-effective than hiring an in-house receptionist?

The AI receptionist from Marlie offers a cost-effective alternative to hiring a full-time in-house receptionist due to significant cost savings and efficient performance. Employing a full-time receptionist generally involves substantial financial commitments, including salary, benefits, and potentially other associated expenses, which can exceed $77,000 annually. In contrast, Marlie provides its AI receptionist services at a much lower starting cost, from just $49.00 per month, without hidden fees. Furthermore, the AI receptionist offers enhanced operational capabilities, such as 24/7 availability, which is challenging for in-house staff to match.

How does Marlie ensure seamless transition from AI to human agents during complex client interactions?

Marlie ensures a seamless transition from AI to human agents by integrating intelligent call handling processes with well-defined human escalation protocols. When a call involves a complex or sensitive client interaction - for example, requiring detailed information collection or handling emotional customer conversations - the AI system is programmed to recognize these scenarios through predefined criteria. Once such an engagement is identified, the AI Receptionist automatically transfers the call to a professional human agent or your team who excels at customer service.

What features does the AI call analytics dashboard offer to help accountants make better business decisions?

The AI call analytics dashboard from Marlie offers a variety of features designed to empower accountants in making informed business decisions. This platform provides real-time data visualization, allowing accountants to quickly grasp patterns and key metrics in client communications. Each call summary is enriched with AI-generated metadata which includes caller disposition, actions completed, priority level, and relevance, ensuring that accountants can understand the context and importance of each interaction. Additionally, the dashboard offers historical tables and charts that help accountants track and predict business growth.

How can accountants customize the AI receptionist service to fit their specific practice needs?

Accountants can customize the AI receptionist service to fit their specific practice needs by leveraging several personalized features and settings. Initially, accountants should communicate their specific workflow details and terminology, ensuring that the AI prompts align with their unique services like tax preparation, bookkeeping, or financial consulting. This customization helps the AI manage client interactions more effectively by understanding critical industry-specific language and protocols. Additionally, accountants can set preferences for handling different types of calls, such as prioritizing certain inquiries or routing sensitive matters to human agents.

Easy onboarding

Get set up in minutes

Create your receptionist in 15 minutes and start receiving calls immediately. Try it for 2 weeks risk-free with our money-back guarantee.

Create an AI Receptionist Contact us.