Live in 7 days Zero technical experience required Built for bookkeeping & accounting firms
Every new-client call answered, qualified, and booked.
Tax-season calls flooding in. You’re closing the books. Omni answers line two 24/7 — capturing new-client consults, coordinating your calendar and sending confirmations, so $5,000-a-year engagements stop going to the firm that picked up.
Workflow cards, timing, ratings, revenue examples, and customer names on this page are illustrative unless a linked case study identifies the source. Actual launch timing and outcomes depend on scope and approvals.
The most accurate voice agent
Omni Studio's agent gets the details right — business names, figures, and IDs — so your books and filings start from accurate numbers.
Transcript ready
Omni Studio voice agentAccurate transcript
Other voice agent
Team AI Operations Platform
Your AI front office, not just a voice bot
Omni captures calls, forms and voicemails, asks the qualifying questions, routes each inquiry to the right partner or preparer, kicks off follow-up and delivers a clean intake brief — Capture, Qualify, Route, Follow up. Want the AI front office mapped to your firm? Drop your number and hear it live.
The hidden cost of an unanswered phone line without Omni
One overnight and one morning at a growing bookkeeping firm in tax season — six inquiries, six leaks, and everyone heads-down in the books.
The service engine. Every inquiry. Centered on your calendar.
Automated call capture and consult scheduling built for bookkeeping and accounting firms — answered within two rings, triaged against your rules, routed to the right partner or preparer. Working every minute of every day, not just when the front desk is staffed.
We’ll help you map the first workflow around your business.
Omni agents. Always answering. Always booking. Every night.
A typical week on Omni runs hundreds of small actions across your phones, your website forms, your calendar and your ledger. Here's what that looks like in plain English: consults scheduled, engagement letters 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 signed engagement letters on your calendar.
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-deadline, weekend — gets answered, triaged and booked while it's still hot.
Lockhart CPAs· Tax prep
The problemDeadline-week calls hitting voicemail
What we installed24/7 live voice intake
Time to first bookingNight one
Booking rate sinceevery inquiry captured
Recovered in week 1$32,000
Case BStable retainers
Turn one-time cleanups into recurring monthly engagements.
The Scheduler balances the consult calendar on deadline load and engagement size, and the CRM keeps every client on rhythm — so one-off cleanups settle into stable monthly retainers.
Meridian Back Office· Bookkeeping
The problemLeads hanging up, calling the next firm
What we installedVoice intake + consult scheduling
First week6 monthly engagements signed
Running now9 recurring retainers
Retainer statusStable & full
Case CZero-latency capture
Capture after-hours panic instantly.
Every after-hours IRS-notice and deadline inquiry is captured the moment it arrives and logged on the dashboard — a 24/7 client desk without hiring an extra admin.
Northgate Books· CAS
The problemOvernight inquiries lost by morning
What we installedZero-latency after-hours capture
Booking rate sinceevery inquiry captured
Front-desk hiresZero
Pipeline added$600K+
03 · The learning curve
The longer Omni answers, the less each booked client costs.
Every captured call teaches the system your services, your entity types and your triage rules. Cost per booked client falls while client lifetime value climbs — rated 4.9/5 by 87 owners.
Cost per booked client 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 client 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 taking on.
Why this happens
Every captured call teaches the next one. Good weeks teach the system your services, your entity types 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
Priya. 11:48 PM. A missed-deadline panic with an IRS notice on the counter. Consult on the books for 9:00 AM — then a monthly client.
One client's call through the platform, captured while the whole firm slept. At every step: which agent made it work, and what would have happened without it.
What owners tell us.
Principals and office managers across bookkeeping, tax prep and CAS, talking about what changed when Omni took over their phones.
13 stories · drag or swipe to browse
Pricing
Try Omni free for 14 days, then scale with transparent, flat-rate pricing.
Start with your real workflow and no credit card. After the trial, choose the managed front office that fits your team.
Start here
14-Day Free Trial
Try a real Omni front office on your workflow before any paid plan begins.