More clients less admin
Business owners looking for accounting help want quick answers. Leadcaller qualifies enquiries and books meetings automatically.
Proactive callback on service pages catches business owners looking for accounting help.
A fast callback while the business owner is still comparing options.
Business owners often do their research in the evenings. Capture them when they search, not the next working day.
The AI collects company details, turnover and needs automatically. Frees up time for advisory work.
Use cases
How we help accountancy firms
Client intake
The AI chat collects company type, turnover, number of employees and current accounting solution before the callback.
Year-end questions
Answer common questions about year-end accounts, tax returns and VAT automatically. Save time for your accountants.
Quotations
Based on the company information collected, the AI can give an estimated price range.
Seasonal peaks
Handle the peaks around year-end and tax returns without hiring extra staff.
Integrations
Works with the tools you already use
Zapier
Onwards to HubSpot, Pipedrive, Salesforce and others
Google Tag Manager
Widget events in your analytics
Calendly
The chat books meetings in your calendar
API
REST API and MCP
Results
Measurable results for accountancy firms
New clients
Proactive callback on service pages catches business owners looking for accounting help.
Response time
A fast callback while the business owner is still comparing options.
Always available
Business owners often do their research in the evenings. Capture them when they search, not the next working day.
Admin
The AI collects company details, turnover and needs automatically. Frees up time for advisory work.
How it works
- 1
Install the widget
One line of code on your website. No technical requirements.
- 2
Configure the AI
We train the AI on your services, prices and common client questions.
- 3
Automate intake
The AI collects company information and needs before a consultation is booked.
- 4
Launch
Quick implementation. New client enquiries are handled automatically.
What's included
in Leadcaller.
- Website widget The widget Calls the visitor back within 45 seconds, or when it suits them. Chat and messages live in the same icon.
- Voice agent, in beta AI receptionist Answers when you can't, asks what you need to know and files the call with a summary in admin.
- Proactive chat, in beta Ambient Agent Reads how visitors behave on your site and lets the widget make the first move when someone hesitates.
- SMS campaigns Outreach Upload your contact list, let the AI send the texts and book the meeting when someone replies.
Free demo
Ready to grow your accountancy firm?
See how Leadcaller can automate your client acquisition and free up time.