An AI receptionist for bookkeepers who would rather be reconciling
An AI receptionist for bookkeepers answers your phone while you are deep in reconciliations and month-end close. It asks new business callers what they do, how many transactions and employees they have, and what software they use, then books a discovery call. It takes messages from current clients and never gives tax or accounting advice.
- 14-day free trial
- Keep your number
- Cancel any time
How a call goes
Brightline Books
- Receptionist: Thanks for calling Brightline Books. I’m the virtual assistant. How can I help?
- Caller: I run a small bakery and I’m about eight months behind on my books. My accountant told me to call you.
- Receptionist: That’s a common situation, and a cleanup project is something Brightline handles. Which software are you using now, if any?
- Caller: QuickBooks Online, but I stopped categorizing things in the spring.
- Receptionist: Got it. Roughly how many bank and credit card accounts does the business have, and do you run payroll?
- Caller: Two bank accounts, one card, and three part-time employees on payroll.
- Receptionist: Thank you. I can book a 20-minute discovery call Monday at 10 or Tuesday at 3. Who referred you, so I can let them know?
- Caller: Monday at 10. It was Ruth at Palisade Tax.
What the owner’s summary would include
- Business:
- Bakery, 3 part-time employees
- Need:
- Cleanup, 8 months behind, QuickBooks Online
- Accounts:
- 2 bank, 1 credit card; runs payroll
- Booked:
- Discovery call Mon 10:00 am; referred by Palisade Tax
Where bookkeepers lose calls today
Phone calls break your focus
Bookkeeping is detail work. Every time the phone rings in the middle of a reconciliation, you lose your place, and finding it again takes longer than the call itself. Letting it ring means risking a new client.
Many prospects are not a fit
You get calls from people who want a one-time tax return, a free QuickBooks lesson, or a business far outside your niche. Sorting them out on the phone takes the same time as a real prospect.
Month-end is crowded
The first two weeks of every month are packed with closes, payroll questions and client catch-ups. That is exactly when a new business owner with messy books tends to call, and you are least able to answer.
Calls Vocenya answers for bookkeepers
Every one gets a real answer, the details written down, and a summary sent to you the moment it ends.
- New business owners needing monthly bookkeeping
- Catch-up and cleanup projects
- Payroll setup questions
- Current clients with receipts or questions
- Referrals from accountants
- Pricing questions
- Software questions such as QuickBooks or Xero
What you see after every call
The real Vocenya portal, shown with a made-up plumbing business. Your bookkeeping business gets the same: the summary, the outcome, the caller’s details and the full transcript.
How does an AI receptionist help bookkeepers win clients?
It answers every call in your business’s name and asks the questions you would ask on a first call: what the business does, how many accounts and employees it has, which software it uses, and whether it needs monthly work, a cleanup or payroll. It books a discovery call into Google Calendar or Microsoft 365 and sends you a summary, so you walk into the call knowing the scope. Business owners who call once get an answer instead of voicemail.
Can a bookkeeping answering service screen out poor fits?
Yes. You tell the assistant what you do and do not take on, such as tax returns only, industries outside your niche, or businesses below a certain size. When a caller falls outside those limits, it explains politely and, if you like, suggests they look for a tax preparer or another service. You still get a summary, so you can see what kinds of calls you are getting and refer them if you want.
Will the AI give accounting or tax advice?
No. It does not tell callers how to categorize expenses, whether something is deductible, or how to set up their books. When those questions come up, it says you will cover them on a call and offers a time. It can share information you give it, such as the software you work in, your service list, or a starting monthly price, but it never guesses at advice. It also identifies itself as a virtual assistant, not a bookkeeper.
How does it handle calls from current clients?
The assistant confirms the caller’s name and business, takes their question or request, and sends it to you by email and app notification right away. You can return those calls in a batch at the end of the day instead of breaking focus every hour. If a client says it is urgent, such as a payroll problem before a pay date, it can warm transfer the call to your phone. You decide what counts as urgent.
A person when it matters
Tricky calls go to a trained GH agent who sees what the AI heard, or straight to your phone.
Booked, not just logged
Offers real times from your calendar and confirms them with the caller.
Answers in 89 languages
Studio voices switch to the caller's language, and you get the summary in English. The Value plan answers in English and Spanish.
Calls new leads back
Speed-to-lead calls reach business owners who fill out your website form within moments, while they are still motivated to finally get their books in order.
Serving bookkeepers in New Jersey and New York City
New Jersey and New York City are full of small businesses, from restaurants and contractors to shops and salons, whose owners call about bookkeeping late in the evening after closing. An AI receptionist answers those calls for you.
See how it works in New Jersey and New York City.
Questions from bookkeepers
Is an AI receptionist affordable for a solo bookkeeper?
Plans start at $49 a month for 250 AI minutes, which is enough for many solo bookkeepers. Every plan has a 14-day free trial and no contract, so you can see whether it saves you enough interruptions before you pay anything.
Can it tell callers my prices?
Yes, if you want it to. You can give it a starting monthly price or a cleanup project range to share, and it will say that the final quote depends on the discovery call. It never makes up a price or promises a quote.
Can the AI book discovery calls?
Yes. It books into Google Calendar or Microsoft 365 using the length and times you set, for example 20-minute video calls on certain mornings. It can confirm the time with the caller and send you the summary with everything they told it.
Will it know which software I use?
It knows what you tell it. When Vocenya builds your receptionist from your website, it picks up your listed services and software. You can add details, such as QuickBooks Online, Xero or Gusto, and edit anything before it answers real calls.
What if a client insists on speaking to me?
The assistant can warm transfer the call to your phone, and you see its summary first, so the client does not repeat themselves. If you are busy, it takes a detailed message and tells the client when to expect a reply, based on the wording you give it.
Related industries
Hear your bookkeeper receptionist answer, right now.
Put in your website. Vocenya builds your receptionist from it and calls your phone so you can hear it. 14-day free trial, keep your number, cancel any time.
Hear it yourself
Call (732) 633-0055Our AI receptionist picks up. Ask it anything, or have it answer as your business.