Does Sophie know which colleague to route to?

Yes. You give her the list of account managers and their clients or areas, and she routes each request.

Is confidentiality respected?

Sophie gives no information about files and doesn't confirm who is a client. A GDPR data processing agreement is provided.

Do I need to change my phone number?

No. You keep your number and simply forward calls to Sophie, for example when the line is busy or nobody picks up.

Which languages does Sophie speak?

English, French, German and Portuguese. She answers in the caller's language, without them pressing any key.

How much does Sophie cost?

€149 per month with 300 call minutes, €249 with emails and 600 minutes, no lock-in. Each extra minute costs €0.20.

AI phone reception for fiduciaries and accounting firms

Updated on 2026-10-29

During tax season a fiduciary's phone never stops, and every call pulls a colleague out of a file. Sophie greets clients, understands what they need and routes it to the right person.

Talk to Sophie

The calls you get

Clients who want to speak to their account manager
First meetings: company formation, bookkeeping, VAT
Questions about documents to provide
Filing deadline reminders
Sales calls to filter out

What Sophie writes down for you

Name, company and phone
Existing or new client
Subject in a few words
Account manager concerned
Any deadline

Emergencies

A same-day tax deadline or an ongoing audit is flagged to the person in charge straight away.

What she never does

Sophie gives no tax or legal advice and never confirms to a third party that someone is a client of the firm.

Sample call

Caller: Guten Tag, ich möchte eine GmbH in Luxemburg gründen.

Sophie: Guten Tag, hier ist Sophie, die KI-Assistentin der Kanzlei, das Gespräch wird aufgezeichnet. Gerne. Waren Sie schon einmal bei uns?

Caller: Nein, das ist das erste Mal.

Sophie: Dann notiere ich ein Erstgespräch. Passt Ihnen Donnerstagvormittag? Wie lautet Ihre Telefonnummer?

How it works

A 30-minute chat to set your hours, rules, emergencies and the questions to ask.
Sophie is set up, usually within 48 hours. You try her through a link before switching her on.
You turn on call forwarding (busy, no answer or after hours) to her +352 number. Your number stays the same.
After every call you get an email with the name, number, request and urgency.

Fixed price, no lock-in

Phone: €149 per month, 300 call minutes included, dedicated +352 number
Phone + Email: €249 per month, 600 minutes, calls and emails in one place
Email only: €79 per month, sorting of your general inbox
Larger companies and multiple sites: on quote, from €490 per month

Extra minute: €0.20. Cancel any month: switch off call forwarding and everything is as before.

Honest: Sophie says she is an AI

In her very first sentence, Sophie says she is an AI assistant and that the call is recorded. She never pretends to be a person, gives no medical, legal or technical advice and takes no payments or bank details. When she isn't sure, she doesn't guess: she takes a message or offers to transfer the call.

Frequently asked questions

Does Sophie know which colleague to route to?: Yes. You give her the list of account managers and their clients or areas, and she routes each request.
Is confidentiality respected?: Sophie gives no information about files and doesn't confirm who is a client. A GDPR data processing agreement is provided.
Do I need to change my phone number?: No. You keep your number and simply forward calls to Sophie, for example when the line is busy or nobody picks up.
Which languages does Sophie speak?: English, French, German and Portuguese. She answers in the caller's language, without them pressing any key.
How much does Sophie cost?: €149 per month with 300 call minutes, €249 with emails and 600 minutes, no lock-in. Each extra minute costs €0.20.