Turn Financial Inquiries Into Booked Consultations AI accounting answering service for insurance agencies, accountants, banks and tax preparation services

Here it is the AI of Zanus AI answering your practice's own number, not a call center of operators. It picks up every call day and night, answers from the facts your practice approved, such as the services you offer, who handles what, your hours and what to bring, then books the appointment into the right accountant's calendar and sends the confirmation and reminders.

Yes. The same AI answers for an insurance agency, an advisor's office, a bank branch or a tax preparation service, each from its own approved facts. Renewal reviews, planning meetings and branch appointments go into each person's own calendar, and every caller's request is written down on the client record.

No. It recommends no coverage, no tax position, no loan and no investment, and it does not interpret a client's situation. It answers only from what your office approved and passes every question that needs judgment to a person on your team, with the caller's words written down so nobody has to ask twice.

Your rules decide. Each department is set to AI only, AI first or a person first, so a client can be transferred to their agent, accountant or banker with the AI saying who is calling and why, or a message can be taken with the callback number read back. Every conversation joins the client's record in the CRM, which fills itself from every channel.

That is when it helps most. Every caller is answered at once, however many ring in the same hour; appointments land in each preparer's or agent's own calendar; and reminder calls confirm tomorrow's slots, so a cancellation frees time another client can take. Your team stays with the people sitting in front of them.

Yes. It answers the branch's own number for hours, directions, appointment booking and the papers to bring to a loan or account meeting, all from what the bank approved. It reads out no balances and makes no account changes; anything about a client's money goes to a banker, and a caller with a lost card is given the number your bank chose.

Only where you allow it. AI E-mail sorts every message by department and drafts the replies; you choose what goes out on its own, such as directions, hours or a document checklist, and what waits for a person, such as anything about a policy, a return or an account. Fee quotes and proposals always wait for your yes.

No. Zanus AI is the front office around the systems you already use for policies, returns or accounts: it answers, books, follows up and keeps the record of every conversation in its own CRM. Your client files stay in the systems where they live today, and your staff keep working in them.

The client's own. Each caller is answered in their language, the website chat works in 40 languages, and a call can be passed to the colleague who speaks it. A family that prefers to talk about taxes or coverage in its first language can book without waiting for a bilingual staff member to be free.

Zanus AI is priced per company, never per seat, so every agent, accountant and assistant works under one subscription. You choose the modules your office needs, and the plans are listed on the pricing page. You can also try the whole front office first, with no card.

You set the rules. Call recording is off as shipped, each department receives only its own transcripts, staff see only the departments they are given, and the AI says nothing outside what you approved. Whether your set-up meets the duties of your licenses and your regulators is decided by your office and its own advisors.

The free trial builds a sandbox of your own office from your website for 7 days: a phone line that answers as your agency, practice or branch, your site with Lisa on it and a dashboard, with no card. The demo shows the AI front office ready-made and arrives by e-mail in about 2 minutes, with nothing to set up.