AI phone assistant for accountants
During filing season the phone rings all day. The assistant picks up, answers the recurring questions from your own information and books appointments.
From €149 a month excl. VAT · Keep your own number · Live within an hour · Cancel any month
Hear it for yourself: call our AI receptionist on +31 970 102 257 34
“Heyloha has helped us enormously in improving our phone support. The AI agent speaks good Dutch, is easy to set up and offers a lot of flexibility with call transfers, time slots and webhook integrations.”
Common challenges for accountants
- Filing season grinds to a halt on the phone
- Exactly when the work piles up, the phone rings most. Whoever answers is not working on a file at that moment.
- The same questions every day
- Which documents do you need, when is the deadline, how is my return going. Fair questions, but they cost your team the whole day.
- Interruptions cost more than the minutes
- A call in the middle of a review does not cost one minute but the quarter of an hour after it, because you have to pick the file back up.
How Heyloha solves this
- The phone is always answered
- The assistant picks up during peak periods, in the evening and at weekends, so your team stays on the work.
- Recurring questions answered straight away
- Questions about deadlines, documents to supply and how you work are answered from the information you provide.
- Appointments booked on the spot
- If the caller wants to come in or wants feedback, the assistant books it in your Outlook or Microsoft 365 calendar.
Key features
Appointments in your calendar
The assistant books into your Outlook or Microsoft 365 calendar.
More than 50 languages
Callers are helped in their own language.
Warm or cold transfer
You set how calls are transferred per contact and per time slot.
Calls transcribed
Every call is written out in your dashboard, never stored as a recording.
How an AI phone assistant works in an accountancy practice
Updated 23 September 2026
The peak is predictable, the staffing is not
Phone pressure in an accountancy practice is seasonal work. During filing season everyone rings at once; the rest of the year is quieter. Hiring permanent staff for that peak is expensive, and temps do not know how you work.
An assistant that is always on shifts that problem. During the peak it takes the repeat questions away; outside it, it only costs you the calls that actually come in.
Questions the assistant handles itself
Anything that traces back to your own information, the assistant can answer: which documents you need, which deadlines are running, how your process works and when you are reachable.
Anything that calls for a professional judgement goes to your team. The assistant transfers warm or records a callback request with the question attached, so your colleague does not have to ask again.
Confidentiality
Calls are transcribed, not recorded. The text sits in your dashboard, on servers in the EU, and you sign a data processing agreement with us.
You set which questions the assistant asks, so you decide which details come up on the phone.
What it costs
Plans start at 149 euro a month for 250 credits, excluding VAT. Phone calls cost 1 credit per whole call minute, rounded down, with a minimum of 1 credit per call.
You keep your own number and forward it to Heyloha. An extra phone agent with its own number costs 9 euro a month.
24/7
every call answered, even at night
50+
languages supported
1 hour
to go live
Frequently asked questions about AI phone for accountants
Does the caller know it is an AI?
The default greeting introduces the assistant as your practice's digital assistant. You can edit that wording yourself.
Are calls recorded?
No. Calls are transcribed, not recorded. You read them back in your dashboard.
Can the assistant look up the status of a return?
Only if you supply or connect that information. An integration with your own system is built on request.
Can the assistant book into our calendar?
Yes, in Outlook and Microsoft 365.
Can we keep our own number?
Yes. You forward your own number to Heyloha.
What happens outside office hours?
The assistant simply picks up. You decide whether it transfers or records a callback request.