Your Accounting AI Receptionist — Professional Efficiency Without Wait Times
Qualifies tax inquiries, schedules appointments, and gathers pre-meeting client information. Your firm always accessible, even outside office hours.
Setup in 24 hours • No forced contracts • Bilingual support
Welko for Accounting & Finance: effortless automated prospecting
Business prospect qualification
AI asks about company size, tax regime, specific needs (payroll, returns, audit) and availability. The accountant only meets pre-qualified prospects ready to sign.
Key-date follow-up
AI reminds existing clients of filing dates, report submissions and tax deadlines. Proactivity that builds loyalty without extra work for the team.
Document management and diagnostic meetings
AI can request basic documents before the meeting (tax ID, last filing, account statements) so the accountant arrives prepared for the diagnostic session.
What does the Accounting & Consulting AI know by plan?
Handles accounting service inquiries, qualifies prospects and books meetings 24/7.
Choose planKey fiscal date follow-up. Pre-meeting document requests. CRM by service type and client size.
Choose planMulti-firm. Client portfolio dashboards. Accounting system integration (CONTPAQi, SAP B1).
Choose planKey features for Accounting & Consulting
Consultation qualification
Identifies whether it's annual filing, payroll, audit, or consulting.
Appointment scheduling
Meetings with new and existing clients organized without friction.
Document collection
Requests required document list before the appointment.
Ready to automate your Accounting & Consulting?
Activate your AI receptionist in under 24 hours. No code, no complex integrations.
Get started nowSetup in 24 hours • No forced contracts • Bilingual support