Omni Studio's agent gets the details right — business names, figures, and IDs — so your books and filings start from accurate numbers.
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Team AI Operations Platform
Your AI front office, not just a voice bot
Omni captures calls, forms and voicemails, asks the qualifying questions, routes engagements to the right accountant, kicks off follow-up and delivers a clean intake brief. Capture, Qualify, Route, Follow up. Want the AI front office mapped to your business? Drop your number and hear it live.
The hidden cost of an unanswered phone line without Omni
One overnight and one morning at an accounting firm, six inquiries, six leaks, and nobody in the office to catch any of them.
The service engine. Every inquiry. Centered on your calendar.
Automated call capture and scheduling built for accounting firms, answered within two rings, triaged against your rules, routed to the right accountant. Working every minute of every day, not just when the office is staffed.
Managed doesn't mean out of your hands. Every agent runs inside hard rails, and the data stays yours.
Human approval gates
A human checks sensitive actions. You keep final approval on schedule configurations and pricing.
Your data stays yours
Records live in your private environment, encrypted in transit and at rest. Full export on request.
QA on flagged calls
Our QA team reviews flagged calls within hours, retrains the agent, and escalates anything that needs a human.
Month-to-month freedom
No multi-year locks, no early-exit traps. Cancel anytime with absolute data portability.
Omni agents. Always answering. Always booking. Every night.
A typical week on Omni runs hundreds of small actions across your phones, your quote forms, your schedule and your ledger. Here's what that looks like in plain English: advisory engagements scheduled, contracts signed, revenue recovered.
01 · What we captured last week
Ten real calls. Ten real bookings.
Live · 142 calls captured in the last 7 days
Time
Component
What happened
What it meant
02 · Proof in the field
Revenue recovered for businesses like yours.
Different cities, different specialties, the same three plays keep recovering revenue. Below: how each one turns into dollars on your schedule.
Case AWeek-one recovery
Recover the revenue hiding in voicemail.
The Voice Intake Agent takes over the lines on day one. Every call that used to ring out, after hours, mid-engagement, weekend, gets answered, triaged and booked while it's still hot.
Summit CPA Group· Tax & Advisory
The problemAfter-hours quotes hitting voicemail
What we installed24/7 live voice intake
Time to first bookingNight one
Booking rate sinceEvery inquiry captured
Recovered in week 1$18,600
Case BStable scheduling
Turn one-time engagements into recurring monthly retainers.
The scheduler balances the calendar around client priorities and deadlines, and the CRM keeps every client on rhythm, so one-off engagements settle into stable monthly retainers.
Cascade & Associates· Bookkeeping
The problemLeads hanging up, calling the next firm
What we installedVoice intake + smart scheduling
First week6 monthly retainers closed
Running now9 recurring retainers
Schedule statusStable & full
Case CInstant after-hours capture
Capture after-hours demand instantly.
Every after-hours inquiry is captured the moment it arrives and logged on the dashboard, a 24/7 client desk without hiring an extra office administrator.
Ironclad Tax Partners· CFO Services
The problemOvernight inquiries lost by morning
What we installedInstant after-hours capture
Booking rate sinceEvery inquiry captured
Office admins hiredZero
Pipeline added$500K+
03 · The learning curve
The longer Omni answers, the less each booked engagement costs.
Every captured call teaches the system your services, your zips and your triage rules. Cost per booked engagement falls while client lifetime value climbs, rated 4.9/5 by 87 owners.
Cost per booked engagement Average client lifetime value
Cost per booked engagement
$0
down from $84 in month one
Average client lifetime value
$0
up from $2,850 in month one
What this means in plain English
By month 12, every booked engagement costs $19. It was costing $84 in month one. Your phone bill isn't shrinking, the system just got better at capturing and booking the calls worth showing up for.
Why this happens
Every captured call teaches the next one. Good weeks teach the system your services, your zips and your triage rules, and it repeats the good weeks.
Your numbers move with you
Seamless data migration from the systems you already use.
04 · One real call
Dana. 2:14 AM. An IRS notice with a deadline this week. Accountant on-site at 8:00 AM, then a retainer client.
One client's call through the platform, captured while everyone slept. At every step: which agent made it work, and what would have happened without it.
What owners tell us.
Owners and operators across tax & advisory, bookkeeping and payroll, talking about what changed when Omni took over their phones.
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Pricing
Transparent, flat-rate pricing built for growing accounting firms.
Pilot activation costs less than losing one advisory engagement. Flat-rate monthly pricing after. Zero per-user licensing fees.
$247 Pilot Month
Prove it on your own phone lines before you commit to anything.