Our AI voice agent works as an AI receptionist for accountants, financial advisers and brokers. It answers every call on the first ring, books meetings, takes new enquiries and puts existing clients through to the right person, even in the January self-assessment rush. It never gives financial, tax or mortgage advice. We build it around your firm and manage it every month.
Live in as little as 3 working days · Keep your number · Billed monthly, 30 days' notice
Built for every call your firm gets
An AI receptionist for accountants is software that answers your firm's phone in natural, spoken conversation when your team is busy. It works out whether the caller is a new enquiry, an existing client or someone chasing a deadline, answers from fees and information you have approved, books meetings into the right diary and passes anything that needs an accountant or adviser to your team, with a summary of the call.
On Starter it does exactly that job. On Growth and Scale it works as a full AI voice agent: it puts callers through to their own accountant or adviser, calls back new enquiries and chases clients for the documents you're waiting on. Either way, OMH writes the script, connects your diary and runs it for you. See our AI receptionist plan, or how our AI voice agent works across UK businesses.
Watch the phone. Each step lights up as the call reaches it.
Try it: pick a firm, then listen in
20-minute call offered: Tue 10:00 or Wed 14:00
Summary sent to your team: new self-assessment enquiry, first time with the firm
Example scripts. Business names are made up.
A year at your firm
An illustrative week at a firm with six fee earners. Most missed calls land first thing, over lunch and after 5pm. Then January arrives, and the phone doesn't stop until the 31st. A missed new enquiry rarely leaves a voicemail. They ring the next firm on the list.
Calls by hour, one weekday
230 calls, 86 missed (37%). Hover or tap a bar for the hour.
Illustrative figures, not data from a real business. Your phone provider's call log shows your own pattern.
09:00Monday morning
Clients ring with questions saved up over the weekend. Your team is already in meetings.
12:30Everyone with a client
Reviews, year-end meetings and calls with HMRC. Nobody is free to pick up.
Januaryself-assessment
The busiest month of the year, and the month your team has the least time for the phone.
Firms we cover
Every firm gets different calls. We write the script around yours: the services you offer, who looks after which clients, what you can say on a call and what must go to a qualified person.
Every client rings in the same three weeks of January.
Our AI receptionist for accountants takes new enquiries by type of work, books meetings and passes existing clients to the accountant who looks after them.
Never gives tax advice
Advisers are in reviews, not at the phone.
An AI receptionist for financial advisers books first meetings and annual reviews, takes the details your team asks for before a first meeting, and puts existing clients through to their own adviser.
Never discusses products, performance or advice
A buyer with an offer accepted won't wait until tomorrow.
Our AI receptionist for mortgage brokers takes new enquiries (purchase, remortgage or buy-to-let), asks about timescale and books a first call with an adviser while the buyer is still keen.
Never quotes rates or says whether someone will be accepted
Renewals, new quotes and claims all ring the same number.
An AI receptionist for insurance brokers sorts new quote requests from renewals and claims, takes the details each team needs and sends every call to the right person.
Never confirms cover or makes a claim decision
If your clients call you, the agent can answer them.
We also set the agent up for bookkeepers, tax advisers, payroll bureaus and wealth managers. Solicitors have their own page: see our law firms page. Tell us what your callers ask, and we'll show you how the agent would handle it on the demo.
Not sure how your calls would fit?
Tell us who rings your firm and why. We'll map your calls and show you what the agent would handle and what it would pass to your team.
Regulated firms
We have run marketing for FCA-regulated firms, so we know the difference between what a regulated firm can say on a call and what must wait for a qualified adviser. Your agent is set up around that line from the first day.
No advice, ever.
The agent never gives financial, tax, mortgage or insurance advice and never recommends a product. Anything that needs advice goes to a qualified person.
Approved wording only.
It reads out only the information and wording you have signed off, word for word.
It says it is an AI.
Every call starts with the agent saying it is an AI assistant.
Recording to your rules.
If your firm needs calls recorded and kept, we agree the recording and retention setup with your compliance team before go-live.
Call-backs with consent.
It only calls people who have asked to hear from you or are existing clients. We follow UK PECR rules and screen against the Telephone Preference Service where required.
Your data, your control.
You remain the data controller and OMH acts as your processor under a written data processing agreement, in line with UK GDPR.
Your compliance officer signs off the script before go-live. This section describes how we set up the agent; it is not legal or compliance advice.
What's included
New enquiries, meeting bookings, messages and the questions in between, handled the way a good office manager would. Pick a capability to see who does what. Features marked Growth and Scale aren't on Starter.
The agent
Every call answered straight away, while your team is in meetings or the office has closed. Several callers answered at once in January. No voicemail and no engaged tone.
OMH, for you
We divert your line, set your hours and agree what it picks up and when: missed calls, out of hours or every call. Nothing goes live without your sign-off.
The agent
A natural British voice that greets callers with your firm's name and keeps calls clear, polite and professional.
OMH, for you
We pick the voice and tone with you, write the greeting and test it until it sounds right for your clients.
The agent
Explains your services and fees as you word them and knows who looks after which clients.
OMH, for you
We load your services, fee information and team, and update them whenever you send us changes.
The agent
Offers real slots from the right diary and books the meeting with the caller's details attached.
OMH, for you
We connect your diaries and set the rules: meeting lengths, who sees new clients and how much notice you need.
The agent
Passes a caller to their own accountant or adviser, with everything they said passed across. If that person is busy, it takes a full message.
OMH, for you
We build your routing rules and change them whenever your team changes.
The agent
Rings back new web enquiries within a minute and reminds clients about the records you're waiting for.
OMH, for you
We agree the timings and wording with you, and only call people who have asked to hear from you or are existing clients.
How it works
You divert your business line. We link your diaries.
Business line diverted
We load your services, fees, team, routing rules and the wording your compliance team approves.
Wording signed off
You and your team ring it and try to trip it up. Nothing goes live without your sign-off.
3 test calls passed
It answers on the first ring, from Monday morning to the last week of January. We check and tune the first two weeks of live calls at no extra cost.
Live and answering
Starter goes live in 3 working days, Growth in 5 to 7 and Scale in 12 to 15. The clock starts once we have your services, fees, approved wording and diary access.
Pricing
Three plans, billed monthly, no minimum contract. Every plan includes a managed agent, a British voice, a summary of every call and a monthly report. Prices exclude VAT.
One office, one agent answering and booking. Best for a small firm with straightforward phones.
£249 a month + VAT, billed monthly
Then 60p a minute past your allowance.
This is our AI receptionist plan.
Not included
For a firm where the phone brings in new clients. Where most firms should start.
£449 a month + VAT, billed monthly
Then 60p a minute past your allowance.
Not included
For firms with several offices or teams, each with its own diary, on one managed service.
£849 a month + VAT, billed monthly
Then 60p a minute past your allowance.
Not included
Local cover
Clients trust a local number. Your agent answers on your existing line, or on a new one with your city's code. We set up our AI receptionist for accountants and advisers across the UK by video call and phone from Hullbridge, Essex.
Good morning, you're through to the firm's AI assistant. Are you an existing client, or getting in touch for the first time?
Covers Greater London
Thanks for calling. Who would you like to speak to today?
Covers Birmingham and the West Midlands
Hello, you're through to the office's AI assistant. Is this about an appointment or a new enquiry?
Covers Greater Manchester
Thanks for calling. Can I take your name and what your call is about?
Covers Leeds and West Yorkshire
Hello, you're through to the team's AI assistant. How can I help today?
Covers Liverpool and Merseyside
Good afternoon. Are you calling about your own account or for a business?
Covers Bristol and the surrounding area
Thanks for calling. Do you know who usually looks after you here?
Covers Sheffield and South Yorkshire
Hello, you're through to the AI assistant. Would you like to book a meeting or leave a message?
Covers Nottingham and Nottinghamshire
Thanks for calling. Is this for personal tax, a business or something else?
Covers Leicester and Leicestershire
Hello, thanks for ringing. Is it something urgent, or shall I book you in?
Covers Newcastle and the North East
Somewhere else? We set up firms in towns and cities across the UK. Ask us about your area
Questions
Straight answers on advice, compliance, client routing, busy seasons and client data. See how our AI voice agent works for other UK businesses.
Ask us about your firm
Talk to a person on our UK team about your new enquiry and client calls. No sales script.
On the demo, try
Showing all 14 questions
Yes. Every agent says it is an AI assistant at the start of the call. Anyone who would rather speak to a person can ask, and the agent takes a message or puts them through, depending on your plan.
No. It never gives advice or recommends a product. It answers only from information you have approved and passes anything that needs advice to a qualified person.
Accountants and bookkeepers, financial advisers, mortgage brokers and insurance brokers, plus tax advisers, payroll bureaus and wealth managers. Solicitors have their own page.
Yes, on Growth and Scale. You set the rules, and the agent passes the caller across with everything they said. If that person is busy, it takes a full message.
Yes. It answers several calls at once, so no client hears an engaged tone, and it books follow-ups into the diaries you choose.
Yes, on Growth and Scale. It calls existing clients about the records you are waiting for, using wording you approve, and logs each call.
It works with most diaries. What else connects depends on the software you use, and we confirm it on the discovery call.
Only if you want them to be. If your firm needs calls recorded and kept, we agree the setup with your compliance team before go-live, and callers are told at the start of the call.
You remain the data controller and OMH acts as your processor under a written data processing agreement, in line with UK GDPR. We agree what is stored, where and for how long before go-live.
Both. You can divert your existing line to the agent, or we can set up a new number with your local area code.
Starter goes live in 3 working days, Growth in 5 to 7 and Scale in 12 to 15. The clock starts once we have your services, fees, approved wording and diary access.
No. Most firms use it to catch the calls nobody can answer: in meetings, at lunch, after hours and in January. If you have a receptionist, it takes the overflow and passes calls on with the details already written down.
Our AI receptionist for accountants (the Starter plan) is £249 a month plus VAT with 300 minutes included, and a one-off setup fee from £795. Growth is £449 a month and Scale, for firms with several offices, is £849 a month. Extra minutes cost 60p each on every plan.
No. Every plan is billed monthly with 30 days' notice.
No questions match that
Try another word, or ring us on 020 3489 3934 and ask a person.
It's set up as a fictional heating company in Leeds and answers day and night. Standard call rates apply.
The demo line is being set up.Book a demo and we'll play you one on the call.
Three things to try
