Virtual Reception Solutions for Bookkeepers & BAS Agents
Streamline your client communication with AI voice agents that answer financial queries instantly, schedule consultations, and manage document requests — all while reducing administrative burden and delivering 24/7 intelligent support to your clients.
Automated Document Requests
Save hours weekly
The Pain
You're constantly juggling calls and emails from clients who've missed deadlines, need help preparing BAS statements, or are unsure what documents they still owe. Every time you sit down to focus on real work, another interruption pulls you away. The constant back-and-forth leaves you drained, your productivity drops, and the administrative backlog keeps growing. Instead of moving projects forward, you're stuck managing reminders, follow-ups, and endless client questions — eating away at your time and focus.
How InStack Solves It
With InStack, your bookkeeping business gets an AI-powered phone and chat agent that works 24/7 — even after hours, on weekends, and during public holidays.
Answers questions about due dates, requirements, and document prep
Books consult calls or reminder sessions
Sends out document checklists via SMS/email
Captures client details and pushes them to your inbox or CRM
Trained on your firm's processes, tone, and instructions
It's like having a dedicated virtual bookkeeper's assistant who never sleeps, never complains, and always follows your instructions perfectly.
Live Call Flow
Caller
Hi, I think I missed the BAS deadline. Can I still lodge it?
AI Agent
I can help with that. May I know your name, please?
Caller
Rohan Patel.
AI Agent
Thanks Rohan. BAS for Q4 was due on 28 April, but we can still lodge it. Would you like to book a 15-minute consult this week?
Caller
Yes, that'd be great.
AI Agent
I have time tomorrow at 2 PM or Thursday at 11 AM. Which do you prefer?
Caller phones to ask about a BAS deadline
AI checks if client needs a consult or info
Offers available booking slots
Confirms and sends appointment + checklist
For complex issues, AI forwards to you
Ready to see how InStack can help your businesses?
Talk to our AI voice agent for inquiries or start your trial today.