Financial Services

AI Receptionist for
Financial Professionals

Professional phone handling for accountants, advisors, and brokers. Capture leads, book appointments, and never miss a client call.

Built for Financial Services

Accountants, mortgage brokers, and financial advisors miss prospects when the phone rings during a tax-time client meeting. AnswR answers every call with a professional, compliant tone, captures matter type and the documents you need to prepare, books consultations into Google Calendar or Xero, and respects the privacy obligations the Privacy Act 1988 imposes.

Client Enquiries

Handle client calls professionally, capture details, and schedule callbacks.

Appointment Booking

Schedule consultations and meetings directly into your calendar.

Compliance Aware

Appropriate disclaimers and no financial advice given over the phone.

Lead Capture

Capture prospect details and requirements for follow-up.

Client Routing

Route calls to the right advisor based on client type or enquiry.

After-Hours Service

Provide professional service even outside business hours.

Perfect for All Financial Professionals

Whether you are a solo practitioner or a multi-partner firm, AnswR scales with you.

AccountantsFinancial AdvisorsMortgage BrokersInsurance BrokersBookkeepersTax AgentsSMSF SpecialistsBusiness Coaches

35%

More leads captured

100%

Calls answered

24/7

Client access

FAQ

Common questions from finance professionals

Can an AI receptionist work for an accounting or financial-services firm?
Yes. AnswR is used by accountants, mortgage brokers, financial advisors, and bookkeepers to answer inbound calls, qualify new clients, schedule consultations, and handle existing-client requests. The AI captures matter type, urgency, and the documents or information you need to prepare for the meeting.
What happens to calls outside business hours?
AnswR answers calls 24 hours a day. Outside your configured business hours, the AI follows your policy — emergency transfers to your mobile, urgent message capture with SMS to the owner, or a polite callback promise that puts the customer at the top of your morning queue. You configure this once and it runs automatically.
Does AnswR understand accounting and tax periods?
Yes. AnswR is aware of tax deadlines like 31 October for individual tax returns in Australia and prioritises calls about lodgement urgency accordingly. You can configure capacity caps so the AI stops booking new clients when your team is full during peak periods.
Will my customers know they are speaking to an AI?
Most customers do not notice. AnswR uses regionally accurate accents — Australian, New Zealand, or Irish — and natural conversational tone. You can configure the AI to disclose that it is automated if you prefer transparency; many operators choose this and find it does not affect booking rates.
How does AnswR handle sensitive financial information?
AnswR only captures what you configure it to ask. The AI does not ask for tax file numbers, account numbers, or other sensitive data unless explicitly required and is built for compliance with Australian privacy obligations under the Privacy Act 1988.
Which accounting tools does AnswR integrate with?
AnswR connects to Xero for invoicing and HubSpot for CRM, plus Google Calendar for booking. The AI can lookup customer status and send appointment confirmations through these systems without manual data re-entry.
How much does an AI receptionist for small business cost?
AnswR plans start at $99 per month for 200 minutes of inbound calls. Pro at $199 covers 500 minutes plus 75 outbound appointment confirmations, suitable for businesses doing 3-5 jobs per day. Business at $399 covers 1,500 minutes and 200 confirmations for higher-volume operators. A 7-day free trial is available on every plan.
How long does AnswR take to set up?
Most businesses are live within 10-15 minutes. You connect a phone number, choose a voice that matches your region, plug in your CRM or calendar if you use one, and AnswR starts answering. There is no installation, no contracts, and the 7-day free trial requires no card details until you decide to continue.
Is AnswR compliant with Australian call-recording rules?
Yes. Recording is off by default and configurable per state. New South Wales and Victoria follow one-party-consent rules; Western Australia and Tasmania require all-party consent which AnswR handles via a brief recorded disclosure at the start of each call. The default posture is the most conservative one for each region.

Never Miss a Client Enquiry

Watch our demo and see how AnswR can help your practice grow.

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