01 / Accounting
Practice Management
Handles BAS enquiries, qualifies new business clients, and books tax planning sessions straight into your partners' diaries.
Built by finance professionals · Australian owned
New tech in a professional services firm is a leap. We know. So hear it first.
AnswerLine is an intelligent voice assistant for Australian professional services firms, built by people who've sat in your seat. It answers, qualifies, books and knows when to hand a call to a human.
Answer a few short questions about your practice and we'll email you a phone number. Call it. Listen to your assistant before you ever speak to us.
Call your potential new intelligent voice assistant
Takes 2 minutes · No sales call
Calls answered
100%
Cover
24 / 7
Avg. ROI
12.4x
Data residency
Australian
Capabilities
More than a receptionist. More than an answering machine.
AnswerLine sits across answering, qualification, diary management and escalation, so the right callers reach the right person, and the rest get handled cleanly without taking up a billable hour.
Answering
A proper answering service, around the clock.
Replaces voicemail and after hours answering services. Warm Australian voice, literate in professional services language, every call logged with full transcript and recording.
Lead qualification
Qualifies before it reaches your desk.
Captures intent, loan size, fee bracket, funds under advice, urgency, whatever criteria you set. Cold tyre-kickers don't make it to your inbox.
Appointment booking
Books straight into live availability.
Integrates with Outlook, Google Calendar and most practice CRMs. Reads each adviser's real availability and books the right slot on the call.
Smart escalation
Defers the calls that need a human.
High value prospects, distressed clients, complaints or anything outside the rules get warm transferred or flagged for immediate callback, never lost in a queue.
The economics
A missed call is a missed client.
In Australian professional services, a single enquiry can be worth thousands in fees over the life of the relationship. AnswerLine makes the maths simple: lower overheads, more captured leads, fewer hours lost to phone admin.
$48,000+
Saved annually
Replaces after hours answering services and reduces daytime reception load. AnswerLine handles intake at a fraction of a salaried receptionist.
74%
Of voicemails go unreturned
Most prospects ring the next firm if they hit voicemail. Every enquiry is answered, qualified, and booked into your calendar, not lost.
After 5:30
When we earn our keep
Evenings, weekends, public holidays and your busiest peaks. The brokers and accountants who answer first usually win the client.
Verticals
Built for the way professional services firms actually work.
Tailored intake, qualification and escalation protocols for specific professional services disciplines. We understand your terminology, your clients, and your urgency.
02 / Financial Planning
Wealth Advisory
Screens prospect calls by funds under advice, books review meetings, and escalates distressed or sensitive client calls to an adviser.
03 / Mortgage Brokerage
Lending & Credit
Qualifies new mortgage leads on loan size and urgency after hours, books strategy calls, and defers settlements or complaints to a broker.
How it works
Integration without the friction.
01
Practice briefing
We map your services, team, qualifying questions, diary rules and escalation triggers into a secure Australian environment. No generic templates.
02
Quiet activation
Divert your existing lines to AnswerLine after hours, during peaks, or all day. Your number, our answering line.
03
Qualify, book or defer
Every call is qualified against your rules. Routine enquiries get booked, high value or sensitive callers are warm transferred or flagged for immediate callback.
04
Daily reconciliation
Booked meetings, transcripts, qualified leads and escalations land in your inbox or CRM each morning. Nothing slips.
The honest answers
On the transition to voice automation.
Australian professional services are rightly conservative on new tech. We've kept the answers straight, the security tight, and the humans in charge.
Data residency
Australia only
Compliance
APP aligned
Is this a receptionist or an answering machine?+
Both, really. AnswerLine answers and converses like a receptionist, qualifying, booking, taking detailed messages, and covers the answering service role for after hours, overflow and out of office. You choose when it's on.
How does it qualify a lead?+
We configure the questions during onboarding. Loan size, fee bracket, FUM, service type, urgency, referral source, whatever matters to your practice. The caller is scored against your rules and routed accordingly.
Can it actually book into my diary?+
Yes. We integrate with Outlook, Google Calendar and most practice CRMs to read live availability and book directly into the right adviser's diary on the call.
What happens with a high value or angry caller?+
You set the escalation triggers. Loan size above a threshold, existing client distress, complaint language, specific keywords. Those calls are warm transferred during business hours or flagged for an urgent human callback after hours.
Will my clients know it isn't a person?+
Our voice is warm, Australian and trained on professional services vocabulary. Most callers wouldn't notice, but we're upfront with you that it's voice automation, not deception. You can disclose to callers however you prefer.
How do you handle financial privacy and compliance?+
Calls and transcripts are stored on Australian infrastructure, aligned with the Privacy Act 1988 and the Australian Privacy Principles. We don't train models on your client data.
“We recovered roughly $4,200 in monthly enquiries that previously hit our voicemail after 5:30pm. It paid for itself inside a fortnight.”
Marcus Chen
Director, Peak Financial Strategy