Valory

Accounting answering service

Valory captures tax return, BAS, bookkeeping, payroll, advisory, and existing-client enquiries during busy season, month-end, partner meetings, lunch gaps, and after hours. We design the intake and routing rules with you, then keep tuning them as call patterns change.

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No lock-in contracts · Live in days, not months · Australian hosted

Answering service proof

Accounting answering service built for Australian firms

Capture tax, BAS, payroll, and new-client enquiries with clear advice boundaries — then route structured summaries to the right team.

500+

calls handled (MGI rollout)

500+

staff notifications sent

24/7

overflow & after-hours coverage

Call types we configure first

Call typeWhat callers needHow Valory handles it
New client enquiryTax return, BAS, bookkeeping, or advisory intakeCapture entity type, urgency, callback window; route to the right service line
Tax season overflowEOFY or deadline pressure while staff are in meetingsTriage repeat logistics vs advice requests; escalate advice to qualified staff
Existing client callbackDocument status, meeting follow-up, payroll questionCapture matter context and preferred contact; no tax or legal advice on the call
After-hours messageCaller expects a professional response outside business hoursStructured capture + SMS/email handoff with approved process wording only
MGI South Queensland case studyTechnical rollout guide
Book a walkthroughSee pricing

What changes when every call has a clear next step

Valory is built for Australian teams that need better first response, cleaner handoffs, and more conversion from the demand they already generate.

Ready

Capture the opportunity

Tax season, BAS deadlines, and month-end close drive call spikes that overwhelm admin teams and send new client enquiries to voicemail.

Cover the busy windows

Prospective clients researching accountants call the next firm on Google when you do not pick up — especially after hours and on Monday mornings.

Inbound
Valory
Focused
0 calls handled

Protect team focus

Manual call triage delays routing to the right advisor and creates follow-up gaps across tax, bookkeeping, payroll, SMSF, and advisory work.

Example workflow

How a high-intent call should flow for accounting firms

Valory is configured around the calls your team already receives: what to ask, what to avoid, where to route the summary, and when a human needs to step in.

Call type

Tax season new-client enquiry

A prospective client calls after hours about a tax return, BAS deadline, or advisory enquiry.

Handoff summary

Valory captures the enquiry type, entity context, urgency, preferred callback window, and routes it to the right accounting or advisory team.

Integrations to discuss

Microsoft OutlookMicrosoft ExchangeGoogle CalendarHubSpot CRMAcuity SchedulingEmail summaries

Common concern

Will it give tax advice?

No. The agent can capture context, explain approved process steps, and escalate professional advice requests to your team.

Go live quickly for accounting firms

We map your call workflows, configure your AI phone agent, launch with real calls, and keep tuning performance as your business grows.

1

Discover

We learn which calls matter, what makes a good lead or booking, and where your team needs context.

2

Design

We configure approved answers, routing rules, handoffs, integrations, and escalation paths around your workflow.

3

Launch

We move real calls through the service, review outcomes, and fix friction before it becomes a sales or service problem.

4

Grow

As call patterns change, we refine scripts, workflows, and follow-up rules so the service keeps improving.

Why teams choose Valory

Built for teams where every missed call has a cost

Captures new-client, existing-client, BAS, payroll, bookkeeping, tax-return, and advisory calls with the fields your team needs for follow-up.

Routes enquiry summaries by service line, urgency, client status, and preferred callback window.

Keeps advice boundaries clear: the AI receptionist captures context and process questions, then escalates tax or accounting judgement to your team.

Revenue Impact Calculator

How much are missed calls really costing you?

Most businesses don’t realise how much revenue walks out the door when the phone rings out. Adjust the sliders to see what unanswered calls cost your business each month.

10
1200
$150
$20$5000

Typical revenue when a missed call converts (e.g. job, booking, or sale)

30%
5%80%

Percentage of callers who would have booked or purchased

Missed calls / month
43
Lost bookings / month
13
Revenue lost / month
$1,948
Revenue lost / year
$23,382
Stop leaving money on the table

Pricing

Plans include managed build, launch, and ongoing tuning. Pick the call volume and workflow depth that matches your team.

Pricing snapshot

Plans from $149/mo

Managed setup, call-flow design, integrations, QA, and ongoing tuning are built into the service. Full plan details live on the pricing page.

View pricing
Discovery workshop and call-flow design
Voice and knowledge base setup
Calendar, CRM, and other tool integrations
Test calls and launch monitoring

Free calculator

Estimate what missed calls cost you

Model the monthly revenue impact of unanswered calls using your call volume, transaction value, and conversion assumptions.

Use the calculator

Related resources

Learn how teams in accounting firms reduce missed calls and improve booking capture

Tax season call handling for accounting firms

A practical playbook for EOFY, BAS deadlines, appointment surges, and new-client enquiry capture.

Read guide

AI receptionist for accounting firms

Implementation guidance for accounting call flows, consultation booking, intake fields, and risk controls.

Read guide

Missed call index for accounting firms

Model phone leakage across tax, bookkeeping, payroll, and advisory enquiries.

Read guide

Keep exploring

Related accounting firms pages

Frequently Asked Questions

Everything you need to know before getting started

What does an accounting answering service do?
It answers calls when your admin team, partners, or accountants are unavailable, captures the enquiry type and caller details, and routes a structured summary for follow-up. For accounting firms this can include tax returns, BAS, bookkeeping, payroll, advisory, SMSF, and existing-client callbacks.
Is this only useful during tax season?
No. Tax season creates obvious call spikes, but accounting firms also miss calls during BAS deadlines, payroll cycles, partner meetings, month-end, advisory campaigns, staff leave, and after-hours research by prospective clients.
Will the AI receptionist give accounting or tax advice?
No. Valory is configured to capture context, answer approved process questions, and escalate advice or judgement calls to your team. It should not interpret tax law, recommend structures, promise outcomes, or provide accounting advice.
Can calls be routed by service line or advisor?
Yes. Calls can be categorised by new vs existing client, service type, urgency, preferred callback time, and named advisor where appropriate. The handoff can go to a shared inbox, practice manager, partner, or relevant team member.
What happens to missed calls after hours?
After-hours callers still get a professional first response. Valory captures enquiry type, urgency, and callback preferences using approved process wording only, then sends structured summaries so your team can follow up the next business day without reconstructing voicemails.
Can Valory help during tax season call spikes?
Yes. EOFY and deadline periods often create overflow while partners and accountants are in meetings. Valory triages repeat logistics from advice requests, captures clean intake for new clients, and escalates anything that needs qualified staff.
How quickly can I go live?
Most clients go live within 3 to 5 business days. We handle setup, call-flow configuration, and testing. You provide your business rules and approval, and we run the rollout.
What happens when a call needs a follow-up?
Valory captures the full context and routes it to your team by SMS, email, or direct transfer. You choose the rules for urgent handoff versus queued follow-up, so your staff can act quickly with the right details.
Can Valory integrate with my existing systems?
Yes. We support common calendars (Google and Outlook), booking tools, CRMs, and webhook-based workflows. During onboarding, we map your process and configure the integrations required for launch.
How is Valory different from a traditional answering service?
A traditional answering service usually takes messages. Valory is configured around your call types, approved answers, booking rules, escalation paths, and handoff destinations, then improves with real call review after launch.
Can Valory book appointments or jobs?
Yes, when your workflow supports it. Valory can check availability, collect booking details, route appointment requests, or capture job context for staff follow-up. We define the safe booking rules during onboarding.
Will callers know they are speaking with AI?
Call flows are configured to be transparent and professional. The goal is not to impersonate a staff member; it is to give callers a helpful first response and give your team clean context when human follow-up is needed.
What if I want to change how Valory handles calls?
Changes are managed for you. Your success lead can update scripts, routing rules, and escalation logic as your business evolves. Most updates are implemented within one business day.
Is my data secure?
Yes. Data is encrypted in transit and at rest, with primary infrastructure hosted in Australian data centres. Our operating controls are designed to support Privacy Act 1988 obligations.
Can Valory handle multi-language callers?
Valory is optimised for English-speaking callers in Australia, including Australian accents and common regional dialects. Other languages may be supported in future; contact us if you have specific requirements.
What about after-hours and weekends?
Valory handles calls 24/7, including after-hours, weekends, and public holidays. Customers still get a professional response and your team receives context for any required follow-up.
Can I cancel anytime?
Yes. Plans are month to month with 30 days notice. If you choose a 3 month commitment, the $990 setup fee is waived.
How do overages work?
If usage exceeds included minutes or SMS, overages are billed at your plan rate. You can track usage in the dashboard and we flag trends before you run over plan limits.

Still have questions? Book a walkthrough and we'll answer them all.

Proof and controls

A managed service, not another tool to configure alone

The value is in the operating model: clear boundaries, useful handoffs, real call review, and ongoing tuning as your callers reveal what they actually need.

Australian business workflows

Valory is designed for Australian phone numbers, time zones, call-forwarding patterns, and business-hours coverage.

Managed rollout

We map call reasons, write approved answers, configure escalation rules, run test calls, and help move live traffic safely.

Launch monitoring

Early calls are reviewed for routing quality, missed edge cases, caller friction, and handoff clarity so the workflow improves after launch.

Customer outcomes

Teams such as CleanMade and professional-services customers use Valory to capture enquiries with structured summaries instead of relying on voicemail.

Stop losing new clients to missed calls

See how accounting firms use Valory as their AI receptionist and answering service across tax season, advisory growth, and everyday overflow.