AI Automation & Answering Service for Accounting Firms in Australia
Onboard clients in minutes, not hours.
Voxotec builds AI automation and an answering service for accounting firms and bookkeepers across Brisbane, the Gold Coast, and all of Australia, handling client calls 24/7, automating onboarding and document collection, and capturing leads through tax season.
2-4 hrs to 20 min
Client onboarding time with automation
24/7
Client call and enquiry coverage
40+ hrs
Admin time saved per month
2-6 wks
To go live
The challenge
What holds Accounting & Finance businesses back
Onboarding a new client takes hours
Engagement letters, ID and document collection, platform access, and practice-management setup can eat two to four hours per client. Automation runs the whole sequence and brings that down to under twenty minutes.
Chasing documents never ends
Half your admin time is spent chasing clients for receipts, statements, and signatures. Automated reminders collect and follow up on outstanding items so your team stops playing debt collector for paperwork.
Tax season buries the phones
When BAS and tax deadlines hit, call volume spikes and enquiries get missed. An AI answering service handles the overflow, books appointments, and captures every new lead without hiring seasonal staff.
AI for Accounting & Finance
What Voxotec builds for Accounting & Finance businesses
Client onboarding automation
Engagement letters sent, documents and IDs collected, platform access requested, and the client set up in your practice-management system, all triggered and followed up automatically.
24/7 AI answering & appointment booking
The AI answers client calls, handles routine questions, and books appointments directly into your calendar, day or night, so no enquiry is missed during your busiest weeks.
Document collection & chasing
Automated requests and reminders collect receipts, statements, and signatures, and follow up on anything outstanding until it lands, without your team lifting a finger.
Tax-season lead capture
New enquiries through BAS and tax season are captured, qualified, and booked automatically, so a spike in demand becomes new clients instead of missed calls.
Deadline & compliance reminders
Automated reminders for BAS lodgement, tax deadlines, and required documents keep clients on track and reduce the last-minute scramble that clogs your team.
Client FAQ & status chatbot
A chatbot answers routine questions about fees, timelines, and where a job is up to, freeing your accountants and bookkeepers from repetitive back-and-forth.
Integrations
Connects to the tools Accounting & Finance businesses already use
The opportunity
Why Accounting & Finance businesses are investing in AI now
Accounting and bookkeeping firms carry an enormous, invisible admin load, and most of it does not require an accountant. Onboarding a single client can take hours of engagement letters, document collection, and system setup, and chasing outstanding paperwork is a near-constant drain on the team. Automating these systematic steps turns onboarding from a two-to-four-hour job into a twenty-minute one and collects documents without anyone having to nag, so your qualified people spend their time on advisory and compliance work that actually needs their expertise.
The second pressure point is seasonality. When BAS and tax deadlines arrive, call volume spikes and enquiries slip, which is exactly when new-client demand is highest. An AI answering service absorbs that overflow, books appointments, and captures every lead without seasonal hiring, while deadline and document reminders keep existing clients on track. Because financial data is sensitive, Voxotec builds these systems to align with the Australian Privacy Principles, with data handled on Australian infrastructure, and integrated with Xero, MYOB, and the practice tools you already run. Most firms are live in 2-6 weeks.
How it works
From discovery to live in 2-6 weeks
Discovery Call
A free 30-minute call to understand your business, workflows, and biggest operational pain points. We identify your highest-value AI opportunities before you spend a dollar.
Strategy & Scoping
We map your current processes, identify automation targets, and produce a prioritised plan with realistic ROI estimates and deployment timelines.
Design & Architecture
We design the AI system, call flows, chatbot logic, automation sequences, and integration points. No black boxes. You understand exactly what is being built and why.
Build & Test
Rapid, iterative delivery in short sprints. You see progress weekly. We build, test, and refine with your team throughout.
Deploy & Optimise
Production-grade launch with full monitoring, alerting, and handover documentation. Ongoing optimisation cycles based on real usage data.
FAQ
Common questions about AI for Accounting & Finance businesses
Can AI automate our client onboarding?
Yes. We automate the systematic parts of onboarding, sending engagement letters, collecting documents and IDs, requesting platform access, and setting the client up in your practice-management system, with automated follow-up on anything outstanding. Firms typically cut onboarding from hours to under twenty minutes.
Does it integrate with Xero and MYOB?
Yes. We integrate with Xero, MYOB, QuickBooks, and Xero Practice Manager, along with document and proposal tools like FYI Docs and Ignition, so information flows into your existing workflows.
Can it handle the tax-season call spike?
Yes. The AI answering service handles unlimited simultaneous calls, books appointments, and captures every new lead during BAS and tax deadlines, so you scale through the peak without hiring seasonal reception staff.
How do you handle sensitive financial data?
We build these systems to align with the Australian Privacy Principles under the Privacy Act, with data handled on Australian infrastructure and controlled access, so client financial information is protected.
Can it chase documents from clients for us?
Yes. Automated requests and reminders collect receipts, statements, and signatures and keep following up on outstanding items until they land, removing that task from your team entirely.
Do you work with firms outside Brisbane and the Gold Coast?
Yes. Voxotec is based on the Gold Coast and works with accounting firms and bookkeepers across Brisbane, Queensland, and all of Australia. Everything is configured and supported remotely.
How long does setup take?
Most firms are live in 2-6 weeks depending on integrations and workflows. We handle configuration, testing, and onboarding end to end.
How much does it cost?
Pricing depends on the automations and integrations you need. Book a free consultation and we will give you a fixed-price proposal.
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Ready to cut onboarding to minutes and stop chasing documents?
Book a free 30-minute call. We will map your onboarding and client-communication workflows and show you exactly where AI hands your team back the most time.