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AI voice agent · Accounting firms

Your accounting firm answers without interrupting client work

In the middle of year-end closing or an audit, the phone won't wait. Liv greets your clients, qualifies requests and books appointments while your team stays focused.

LivIncoming call · 11:25 am
Fiducia Accounting, hello. I'm Liv, the firm's AI assistant.
I need to speak to my accountant about my VAT return.
He's in a meeting. Is it urgent, or is it about this month's deadline?
The deadline is in four days.
I'll pass on your message with the deadline, and I can schedule a callback tomorrow at 9 am.
Message filed by client · deadline noted · callback scheduled
The problem

The calls you can't always take

Client calls interrupt in-depth work.
During tax season, the phone is completely swamped.
Routine requests take up valuable time.
What your agent does

Your clients routed, your work protected

  • Client requests qualified and routed
  • Appointments booked in the Wiikom calendar
  • Answers to recurring and administrative questions
  • Requests passed on in a structured format, by client file
  • Playback of every call and a written transcript
  • Summary on WhatsApp and by email after every call
Requests
Filed by client
Deadlines
Flagged to the accountant
New clients
Discovery appt.

She also calls clients back about documents needed before deadlines.

Pricing

From €29/month, no commitment

Phone line included, 30 free minutes to try it out

See plans
Frequently asked questions

AI voice agent for accounting firms: your questions

Does the agent keep data confidential?

Yes. Wiikom is designed to comply with GDPR and the AI Act, hosts data in France and uses encryption in transit and at rest, with controlled access.

Is it useful during tax season?

That's when it's most useful: the agent absorbs the surge in calls, screens requests and only passes on what needs your attention.

Can it book appointments?

Yes. The agent offers your slots and books client appointments directly.

Is it suitable for a firm with several staff?

Yes. The agent routes callers to the right person or client file based on your rules.

Call Liv the way one of your clients would.

Ask her the question you get ten times a day. You'll hear the same answer your clients hear.

  • 30 free minutes
  • No credit card
  • No commitment
Available nowTalk to LivCall Liv · 09 74 37 79 49
Message Liv on WhatsApp