Coming soon

Your firm's phone, answered in your firm's name.

A receptionist for accounting and bookkeeping firms. It answers with the name and voice you set for it, says it is an AI assistant, and takes the message for the right person at your firm. Your staff decide who calls back, and when.

To hear the technology, call us. Sal will answer.

Call Sal 360-979-1169 Join the list

Sal is Sundry's own AI agent and answers our line. Your firm's receptionist would answer with your firm's name, the name you give it and the voice you set for it.

What it does

It answers, says what it is, and passes the call to your people.

Answers in your firm's name, with the name and voice you set for it.
Says it is an AI assistant.
Answers from your firm's own facts, your website and the documents you give it.
Flags urgent calls to you by email.
Hands the caller to a live person if you want it to. You decide if, when and to whom.
Keeps notes only. We never keep the audio or a full transcript.

Two roles

Give it a job: receptionist or salesperson.

Your firm chooses the role. Either way, every call ends with your team.

Receptionist

Takes a message and sets up a call-back with the right person at your firm.

Sample call · Receptionist · Tuesday, 7:40 PM

Nora · AI assistantThanks for calling Quillfield Bookkeeping. This is Nora, the firm's AI assistant. The office is closed for the evening. How can I help?

CallerIt's Dan Pruitt at Pruitt Landscaping. I need Marisol. Our payroll didn't go through today.

Nora · AI assistantI'm sorry to hear that. Did it fail for everyone, or for some of your people?

CallerEveryone. Payday is Friday.

Nora · AI assistantI'll mark this urgent so Marisol gets an email tonight, and I'll ask her to call you back. Is this the best number for you?

CallerYes, this one.

Nora · AI assistantGot it. Marisol will have your message: payroll didn't go through today, and payday is Friday. Thanks, Dan.

What Marisol gets: an urgent email, and in the Sundry app the notes, Dan's details and a call-back task.

Salesperson

Answers questions about your firm's services, qualifies the caller and works toward a booked consult with your team.

Sample call · Salesperson · Thursday, 11:15 AM

Nora · AI assistantThanks for calling Quillfield Bookkeeping. This is Nora, the firm's AI assistant. How can I help?

CallerHi. I run two coffee shops and I'm looking for someone to do our monthly bookkeeping.

Nora · AI assistantMonthly bookkeeping for small businesses is most of what we do. Can I ask a few questions, so the right person calls you?

CallerSure.

Nora · AI assistantAbout how many transactions a month, and how do you keep the books today?

CallerA few hundred. And a spreadsheet, honestly.

Nora · AI assistantThanks. That's work the firm takes on. Ben looks after new clients, and I'll ask him to call you to set up a consult. What's your name?

CallerLeah Moreno.

Nora · AI assistantThanks, Leah. Ben will call you back on this number.

What Ben gets: in the Sundry app, the notes on what Leah needs, her details and a call-back task for the consult.

Sample calls. Quillfield Bookkeeping, Nora and everyone on these calls are made up.

Your line

Use a new local number, or forward the one you have.

Each office gets a local number. Make it your main number, or forward your existing line to it: always, when no one answers, or after hours. Before it goes live, a guided test call lets you hear it answer.

In Sundry

Every call ends up in the Sundry app as notes and a call-back task.

After each call you get the notes, the caller's details and a call-back task. Each call is added to that contact's history, so the next person to pick it up can see what was said before.

At the end of the day, ask Sal to summarize today's calls.

Notes only. We never keep the audio or a full transcript.

Pricing

You pay for the calls it answers.

Billed per answered call.
No setup fee.
A 14-day trial.
A tax-season call pack, January to April.

It works with or without a Sundry subscription. For firms already on Sundry, it is an add-on.

Prices will be published here before launch.

Questions

Who is it for?: Accounting and bookkeeping firms, and only those.
Do I need a Sundry subscription?: No. It works on its own. For firms already on Sundry, it is an add-on.
Our firm is outside the US.: If you serve US clients, you get a US local number. Write to contact@sundry.tax to join the list.
Is it Sal?: No. Sal is Sundry's own AI agent and answers our line. Your receptionist answers in your firm's name, with the name you give it.
Will callers know it's an AI?: Yes. It says it is an AI assistant.
What doesn't it do?: It doesn't decide for your firm. Your staff choose who calls back and when. It keeps no audio and no full transcript, only notes.
When is it ready?: Soon. Join the list and we'll let you know.

Questions? Ask Sal.
Tasks? Ask Sal.

Or leave your details

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