AI voice agent for accounting firms

Q: What does Linia ask someone who is just starting a company?

You define the questions. Usually they cover the legal form, such as sole trader or limited company, the line of business, the planned number of employees and whether they expect to register for VAT. With those details, the accountant comes to the first meeting prepared and the conversation gets straight to the point.

Q: What do document reminders look like?

Based on the list you keep, Linia calls clients on agreed days who have not yet sent bank statements, invoices or other papers. It says what the firm needs and by when, asks when the documents will arrive and records the answer. It can also send a short SMS reminder.

Q: Can Linia answer questions about VAT return deadlines?

It can share the general statutory deadlines we add to the script and explain when your firm needs the documents for the return to be filed on time. It does not get into whether a transaction is taxable or how much the client has to pay. It forwards such questions to an accountant.

Q: How does Linia know which accountant a client belongs to?

We connect it to your client list or the CRM you use. When a client gives their company name, Linia recognizes who manages that company and sends the message to that person by email or SMS. If the company is not on the list, the message goes to the person you have designated for new inquiries.

Q: Does Linia keep client data confidential?

Yes. Linia never discloses financial data, liabilities or any company information to third parties. It does not even confirm whether a company is your client. Call summaries go only to employees you designate, and we add your confidentiality rules to the script.

Q: How long does it take to set up the Linia AI agent in an accounting firm?

Usually a few days. We recommend not scheduling the setup in the first fifteen days of the month or during year-end closing, so you have time for testing. The phone number your clients know stays the same, and we can roll out reminders gradually, starting with a smaller group of clients.

It is the fifth of the month, the desk is covered in folders of bank statements, and in the middle of running payroll the accountant picks up the phone for the seventh time. Linia AI, the voice agent for accounting firms, takes those calls. It talks to people who are just starting a business, books meetings, gives general information about how your firm works and reminds clients to send their documents before the deadline.

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A month full of deadlines

An accounting firm that does not have to choose between calls and payroll

Accounting runs on deadlines. Tax and social contribution returns and VAT returns are due by the middle of the month, and the end of the month means waiting for bank statements, invoices and travel expense reports. In February and March everything hits at once, because annual financial statements are being closed. That is exactly when the phone rings most. A client asks whether an invoice was received, a first-time entrepreneur asks what they need to set up a company, someone wants to switch accountants. Every call interrupts the work, and a missed call often means a missed new client.

A voice agent for accounting firms solves this problem. Linia answers every call and sorts calls by type. It asks prospective clients the questions you have defined: whether it is a limited company or a sole trader, what the business does, whether it is VAT registered and how many employees it has. Based on that, it books a meeting with an accountant. For existing clients, it takes a message and sends it to the person who manages their company. In the evening, a summary of all calls arrives by email.

Linia does not give tax or accounting advice. It does not assess whether someone should register for VAT, does not calculate liabilities and does not interpret regulations. It can share general statutory deadlines and explain how your firm works, and for everything else it books a call with an accountant. The benefit for the firm is measured in hours: payroll and bookkeeping get done without interruptions, clients send documents on time because someone reminded them, and new entrepreneurs get an appointment right away instead of waiting for a callback.

What your accounting firm gets with Linia AI

Payroll and bookkeeping without a constantly ringing phone
New clients get a meeting booked right away
Basic company details before the first conversation
Document reminders before the end of the month
Client messages delivered to the accountant who handles them
A clear line: information yes, advice no

Benefits of an AI voice agent for accounting firms

We set up the Linia AI agent around the types of clients you work with, the services you offer and your accountants’ schedules.

Bookkeeping without interruptions

Payroll and bookkeeping need focus. Linia takes calls while the accountant works and forwards urgent matters right away, so the job gets done faster and with fewer mistakes.

Onboarding new entrepreneurs

People starting a company usually call several firms on the same day. Linia answers them right away, collects basic details about the planned business and books a meeting before they call a competitor.

Documents arrive on time

Toward the end of the month, Linia calls clients who have not yet sent bank statements, invoices or travel expense reports. Less chasing paperwork on the days returns are due.

VAT information without advice

Linia can share general VAT return deadlines and explain how your firm takes on VAT-registered clients. It always forwards questions about a specific obligation to an accountant and books a call.

An easier year-end season

In February and March, while annual financial statements are being closed, the phone rings most. Linia takes the calls, records the questions and schedules conversations for days when your accountants have time.

Every company has its own accountant

Linia recognizes which accountant a client belongs to and sends the message directly to that person. The client does not have to explain the same thing three times, and the message does not sit on the wrong desk.

After-hours calls

Business owners deal with their accounting in the evening, after they close up. Linia takes those calls, records the question and books a callback for the next day, instead of the call going unanswered.

Lower administrative costs

Your firm does not need to hire someone just for the phone. Linia covers the whole day and the busiest days of the month, and your people do the work clients actually pay for.

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Inbound and outbound calls

What Linia does for your accounting firm

Linia takes calls from prospective and existing clients, and its outbound calls help keep documents and meetings on schedule.

When a client calls your firm

Starting a company

Asks about the legal form, line of business, number of employees and VAT status, then books a first meeting with an accountant.

Switching accounting firms

Records details about the company that wants to move to you and arranges a call about the handover.

Questions about deadlines

Gives general information about statutory filing deadlines, without advice on the client's specific obligations.

Messages from existing clients

Records a question or information about submitted documents and sends it to the accountant who manages that company.

When Linia calls your clients

Document reminders

Toward the end of the month, calls clients who have not sent bank statements and invoices and notes when they will bring them.

Year-end announcements

At the start of the year, tells clients what the firm needs from them to close the year and by when.

Meeting confirmations

The day before a meeting, confirms attendance and reminds the client which papers to bring.

Reminders for your firm's invoices

Politely reminds clients about unpaid invoices for your services and notes when they plan to pay.

An accounting firm without and with Linia AI

Compare a month at the firm when accountants answer every call with a month when an AI voice agent takes them over.

Without an AI agent

The accountant works without interruptions
A meeting booked on the first call
A reminder arrives before the end of the month
A call booked with an accountant
Messages go straight to the responsible accountant

Implementation

How we set up the Linia AI agent in your accounting firm

From the first conversation to the first real call, there are four simple steps. We handle all the technical work, and you decide how Linia talks to your clients.

1. Free consultation

We talk about which companies you manage, who is responsible for which clients, how you take on new entrepreneurs and which calls you want Linia to handle.

2. A script with clear limits

We write the questions for prospective clients, general information about deadlines and services and precise rules on what Linia must not interpret or advise on.

3. Connecting your calendar and client list

We connect the firm's number to Google or Outlook calendar and your client list, so Linia knows who manages which company and when your accountants are free.

4. Test calls and go-live

We test conversations with new and existing clients, check document reminders on a few companies, and only then does Linia take over the phone for the whole firm.

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FAQ

Frequently asked questions

Answers to the questions owners and managers ask us most often before they bring an AI voice agent into their business.

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Does Linia give tax or accounting advice?

No. Linia does not assess tax liability, does not advise whether someone should register for VAT and does not interpret regulations. It can share general information you have approved, such as how your firm works and which services it offers. For every specific question, it books a call with an accountant.

What does Linia ask someone who is just starting a company?

What do document reminders look like?

Can Linia answer questions about VAT return deadlines?

How does Linia know which accountant a client belongs to?

Does Linia keep client data confidential?

How long does it take to set up the Linia AI agent in an accounting firm?

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Linia AI voice agent for other industries

We have tailored Linia to 20 industries, each with its own conversation script and rules. Choose yours and see what an AI voice agent can do for your business.

Accounting firm