Existing client routing
Sends a client's call to the bookkeeper who already holds their ledgers.
The AI receptionist that grew into the whole job.
Reception built for a bookkeeping practice.
A client ringing to check this month's records arrived. A new business wanting someone to take over their payroll. A VAT query the week a return is due, when the bookkeeper is head-down reconciling.
What it sounds like on the phone.
Hiya, just checking you got last month's invoices through, we're a bit behind.
Let me take your business name and I'll get your bookkeeper to confirm what's been received and what's still outstanding.
We've taken on our first employee and need payroll set up.
Congratulations. I'll take a few details now and get someone to call you back about getting that set up.
What we book.
The kinds of work a first call usually turns out to be:
- Monthly bookkeeping review (30 min), usually monthly
- VAT return preparation (20 min), usually every 3 months
- Payroll run (20 min), usually monthly
- New client records handover (30 min)
What it actually does for this trade.
Caller verification
Confirms who's calling before discussing any account detail.
Deadline flagging
Notices a payroll day or VAT filing and marks the call for same-day attention.
New client intake
Takes down what a new business needs so the first handover starts already organised.
The receptionist never comments on tax; it takes the query and passes it on. It confirms name and business name before discussing any account detail.
Frequently asked questions.
Can it tell me if my VAT return has been filed?
It can confirm your bookkeeper has been notified and take a message, but the actual filing status comes from the bookkeeper handling your account.
Will it discuss my figures with someone else from my company who calls?
It confirms name and business name first; if those don't match what's on file, it takes a message rather than discussing figures.
Can it explain what a figure on my accounts means for my tax bill?
No, that's outside what a bookkeeper advises on. It takes the query and, where needed, that gets passed to a qualified adviser.
Other case intake businesses on team.help.
See how a bookkeeping reception line takes client calls and hands off cleanly, set up in a few minutes.
Call our receptionist, 020 4538 8898, and hear it for yourself, or see what's in every plan.
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