Accounting
The same thirty calls, every single month.
An accounting firm runs to a fixed rhythm: the first part of the month is spent asking for documents, the second answering the same questions about deadlines and amounts. The calls are not hard, there are simply a lot of them, and they land on exactly the days accountants have least time.
The assistant dials clients ahead of the deadline to chase missing documents, records who promised what and by when, answers deadline questions from your own documents, and passes anything about an amount or an interpretation to the accountant.
What goes out and what comes in
Half of an accounting firm calls are outbound, which is unusual, and that half is the most repetitive part of all.
Chasing documents
A short call before the deadline: what is missing from this month file and by when.
Confirming a deadline
When it falls, what is filed, what happens if it is late. From your documents.
Taking a question
Recorded with the client and the subject, so the right accountant calls back rather than whoever is free.
Booking a conversation
A slot from the calendar of the accountant who handles that client.
A quote request
A new company asking what it costs. Taken as a lead, with headcount and type of activity.
The wave of chasing calls before the deadline
The useful part is that the call goes out in time for the whole list, not just for the first ten clients before somebody runs out of hours.
- 01 Upload the month list Clients with missing documents, and what exactly is missing. Extra columns become variables usable in the prompt.
- 02 The assistant asks concretely Not for documents in general, but exactly what is missing for that company, read from the contact variables.
- 03 Record the promise as a date When the client says by Friday, a date is written rather than free text. That is what makes the list useful the following week.
- 04 Hand over what is not its business Any question about an amount, a deduction or an interpretation goes to the accountant, with the context gathered.
- 05 Write the outcome Into the sheet the follow-up runs from, plus the fixed reason for every client who could not be dialled.
What is left against each client
In an accounting month, what matters is not that a call was made but what each client promised, and whether they promised a real date.
| The promise | As a date, with the documents named, as structured output with the same fields. |
|---|---|
| In the follow-up sheet | One row per client in Google Sheets or Airtable, ready to sort by date. |
| The reason for the ones not dialled | From the campaign fixed values, so the list is complete rather than only the successes. |
| On the call record | The transcript, useful particularly when somebody says next month that nobody ever asked them for anything. |
What it does not do for an accounting firm
Accounting is a profession with liability attached, and a wrong answer about a tax obligation is not an administrative inconvenience.
- It gives no tax advice It does not explain a deduction, does not say what is deductible and does not interpret a rule. It can quote a deadline from a document of yours, and that is all.
- It states no amounts due It communicates no obligations, confirms no figures and does not discuss a particular filing.
- No link to your accounting software There is no connector for the Romanian accounting packages. Any link is written as your own HTTP tool.
- It does not receive documents It takes no files over the phone and does not confirm that a document was entered into the records.
- It does not identify the caller A phone number does not say who the person is. For anything about a specific company, a person is required.
What accounting firms ask us
Do clients accept an automated call about documents?
It is the best-received kind of automated call we know of, because the call is in the client interest and asks for exactly one concrete thing. The rule that matters is to say up front who is calling, for which firm, and to offer to put the accountant on.
Can it say what a client owes?
No, and it should not even if you gave it a tool that returns the amount. A phone number identifies nobody, and a tax obligation told to the wrong person is a confidentiality problem.
How does it connect to our software?
Through an HTTP tool written over its API, if it has one. Most firms run this from spreadsheets, which works just as well for the flow on this page.
Can it answer inbound calls too?
Yes, but the value is lower there, because inbound questions vary more. The best ratio is on the outbound side: the pre-deadline chasing calls, which are identical from one client to the next.
Where to go next
Outbound campaign
Contacts, pacing, window, compliance, start, report.
Integrations
25 business connectors, 18 selectable providers, eight storage destinations.
Telephony
Numbers, trunks, dial plan, queues, operators and campaigns, in one system.
Pricing
Components at their published price, the platform on top, and what we cannot price yet.
Notes
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1
The tools named on this page are the ones in
App\Services\Integrations\ConnectorRegistrycarryingimplemented. Anything that is only in the catalogue, without that flag, is not named here as though it worked. - 2 Per-contact variables come from the unrecognised columns of the file uploaded to the campaign and can be used directly in the prompt. The outbound-campaign guide describes the mechanism.