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Valory

Accounting answering service

A managed AI receptionist for your firm's client enquiries, staff routing and appointment requests. Choose full 24/7 answering, overflow or after-hours coverage, with bookings where configured.

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Month-to-month plans · Managed setup and ongoing support

When your team needs call cover

  • Tax season, BAS deadlines, and month-end close drive call spikes that overwhelm admin teams and send new client enquiries to voicemail.
  • When a prospective client reaches voicemail, your team still needs enough context and a clear owner to follow up. After-hours and meeting-time calls need an agreed response.
  • Manual call triage delays routing to the right advisor and creates follow-up gaps across tax, bookkeeping, payroll, SMSF, and advisory work.

Call handling details

Accounting answering service built for Australian firms

Capture tax, BAS, payroll and new-client enquiries, then route structured summaries to the right team. Accounting advice stays with your staff.

1,600+

calls handled (MGI rollout)

1,400+

staff notifications sent

24/7

full-call coverage at MGI

Call types we configure first

Call types, caller needs and configured handling
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

Named-staff routing and useful follow-up

MGI South Queensland's published rollout documents staff-directory lookup and business-unit routing. Named-staff requests and existing-client calls were captured with context so notifications could reach the relevant person or team.

The call and notification figures above were checked on 6 September 2026. MGI uses Valory to answer all calls, 24/7.

For example, agree that an unavailable accountant's callback requests go to the team inbox with the caller's reason and preferred time. Explain the firm's follow-up process without promising an unconfirmed callback time.

Walk through the call handling and handoffsSee an example after-hours handoff

Booking workflows in the firm's existing systems

The MGI rollout included Outlook calendar integrations and booking-related workflows covering availability, booking, rescheduling and cancellation. Your firm's calendars, permissions and handoff rules need to be confirmed as part of the proposed scope.

Bring three common call reasons and your current phone coverage to a walkthrough. We can work out whether message capture is enough, which staff need notifications, and whether direct booking is appropriate before quoting the implementation.

Support after launch

Valory AI refined staff-name handling, fallback rules, notifications and caller experience using MGI's live-call evidence and change requests after launch.

The published case study records calls handled, staff notifications and the changes made after launch.

Before launch, agree who receives requests needing follow-up, when staff will respond and what the caller should hear. Review transfer outcomes and completed callbacks alongside captured messages.

Read the MGI rollout and support details
Book a walkthroughSee pricing

Example workflow for accounting firms

How calls reach your team

We check how calls from your existing number can be forwarded for full, overflow or after-hours coverage. Supported booking workflows can check availability and book or change appointments under your agreed rules. Other requests reach your team for confirmation. We agree approved answers, enquiry recipients and what happens when they are unavailable, then test calls before launch and keep improving the receptionist using real call feedback.

  • 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.
Read MGI South Queensland case studyDiscuss your calls

Call type

Tax season new-client enquiry

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

What your team receives

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

We confirm what can be connected and which actions are available during setup.

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.

Pricing

We set up your AI receptionist, run it for you and keep improving it. Choose the call allowance your business needs; setup is quoted separately.

Pricing snapshot

Plans from $149/mo

One-time setup starts from $990 for discovery, call-flow design, agreed integrations and launch. Your monthly plan covers call handling, monitoring, maintenance and ongoing improvements.

Prices are in AUD. Extra usage and add-ons are charged at your plan rates.

View pricing
We learn your business and plan how calls should be handled
We set up the voice and the information your agent needs
We connect the calendars and business tools agreed in your setup
We test the calls and support you through launch

Free calculator

Explore the value of additional enquiries

Use your own enquiry volume, booking rate and job value to estimate potential gross revenue, then compare it with the cost of delivery and call handling.

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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.

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

Useful guides and customer examples

Stop losing new clients to missed calls

See how Valory can handle tax, BAS and advisory enquiries, route calls to named staff and support bookings where configured.