Clevortex

Accountants and Accountancy Firms

Even in your busiest weeks, client messages don't go unanswered.

Your assistant arranges initial consultations, document drop-offs and advisory appointments; you focus on the work.

Want to try it first? Try the assistant here

An accountant working at a desk with papers, a calculator and a screen showing charts

The problem

What happens today?

At month-end and in busy periods the phone never stops; questions about appointments, documents and opening hours arrive all at once, and messages go unanswered for hours.

The solution

What does your assistant do?

An AI-powered receptionist that works on WhatsApp and Instagram: it answers incoming messages, books, reschedules and cancels appointments or reservations, and notifies your team when needed.

  • Replies within seconds when a client writes on WhatsApp/Instagram
  • Books, reschedules and cancels initial consultations, document drop-offs and advisory appointments
  • Tells clients which documents to bring to the appointment (e.g. ID, tax certificate), based on your list
  • Answers frequent questions such as opening hours, address and the services you offer
  • Never gives financial or tax advice; it refers those questions to you
  • Sends your team a Telegram notification for every new appointment request

Sample conversation

This is how a real conversation unfolds

Client

Hi, I'm setting up a new company — when can I come in to talk?

Assistant

Hello! Monday 10:00 and Tuesday 14:30 are available for an initial consultation. Which one suits you?

Client

Tuesday 14:30, please

Assistant

Your initial consultation is booked for Tuesday 14:30. Just bring your ID. Could I have your name and phone number?

Try it free

Try it with your own business

Enter your business name and the assistant will reply on its behalf. Write as your customers would and see the experience for yourself in just a few messages.

  • This demo does not create a real appointment or booking and is not connected to any of your systems.
  • The conversation is kept only in your browser; it disappears when you close the page and is never stored anywhere.
  • During setup, the assistant is configured around your calendar, your branches and your rules.

Times come from a sample calendar; after setup, your own calendar is used.

Hello! How can I help you?

10 messages left · no real bookings are made · the conversation isn't saved

This is a demo chat; please don't share personal details such as your name, phone number or e-mail. To get in touch, use the demo request form.

Coming soon: a 14-day free trial, no card required

The AI receptionist is priced the same for every sector — all 12 sectors we serve use the same plans.