AI Receptionist · Australian Accounting Firms

It's 8:47pm on June 28th.
A new client just called
about EOFY. You missed it.

Konvex puts an AI receptionist on your firm's website. She speaks accounting — BAS, Div 7A, GST, EOFY, TPB compliance — and qualifies every new-client enquiry on entity type, turnover, and services needed before it hits your inbox.

Book a 15-min strategy call → See Aria handle an EOFY enquiry ↓
Responds in under 30 seconds
After-hours new-client capture
Full intake summary to your inbox
The problem

Five ways your firm is losing new clients
before EOFY even starts

Australian SMB owners search for a new accountant in the weeks before June 30th. The firm that answers first wins. That's almost never you — but it will be.

EOFY and BAS deadline surges go to voicemail
Every June and every BAS quarter, call volume spikes. Your partners are head-down in compliance work. New-client enquiries hit voicemail and the prospect calls the next firm on Google. Aria answers every one, 24/7.
Google review enquiries die after business hours
A 5-star review generates a call at 9:30pm on a Tuesday. There's nobody on. The prospect moves on. Aria captures the lead, qualifies entity type and turnover band, and books the discovery call before your team starts their day.
Qualifying turnover and entity type wastes partner time
A partner shouldn't spend 20 minutes on a discovery call learning that the prospect is a $200K sole trader who needs basic tax returns, not the advisory work your firm specialises in. Aria runs the intake before the call is ever booked.
Referrals from brokers and lawyers go cold without instant follow-up
A mortgage broker refers a client with a Pty Ltd and a commercial property. That referral lands at 6pm on Friday. Without an immediate response, the client assumes your firm is too busy — and the broker's goodwill evaporates. Aria responds in seconds.
TPB conduct obligations mean you can't just hire any overseas VA
Tax agent registration, TPB conduct standards, and privacy obligations around client financial information limit who can handle intake. Aria operates within those boundaries — no AFSL concerns, no TPB exposure, no overseas data risk.
In practice

How Aria handles an after-hours new-client enquiry

A small business owner calls about switching accountants before EOFY. Here's how Aria takes it from cold enquiry to booked discovery call — with a full intake summary in your partner's inbox by morning.

01
After-Hours Qualification
Aria qualifies entity type, turnover, services needed, and reason for switching
Matt runs a Pty Ltd turning over $1.2M — commercial cleaning business. He's been with the same accountant for 4 years but hasn't heard back about a Div 7A issue his bookkeeper flagged. He calls at 8:53pm on a Wednesday. Aria answers, identifies the enquiry as a new-client situation, and qualifies him naturally over 4 turns: entity type (Pty Ltd), turnover band ($1M–$2M), services needed (tax compliance + BAS + advisory), and the reason he's looking to switch (slow response times, unresolved Div 7A question). By the time Aria offers to book a discovery call, your partner already knows Matt is a high-value prospect worth prioritising.
Entity type, turnover band, services, switching reason, and urgency — all captured before your team's 9am coffee.
02
Discovery Call Booking
Aria books a discovery call — using the partner's available slots
Once Matt is qualified, Aria offers to get him booked in: "Happy to book you in for a 20-minute discovery call with one of our partners — I can pull up some available times for you now." Matt picks a Thursday morning slot. Aria confirms: "Booked for Thursday at 9:30am. Your partner will have your intake summary before the call so you're not starting from scratch." The whole exchange takes under 8 minutes. Matt has a confirmed booking, and he's not shopping around anymore.
Discovery call locked in. Qualified prospect off the market. Partner briefed with full intake before they dial.
03
Partner Intake Summary
Principal and partner receive a structured intake — before the call
Immediately after the conversation, Aria sends a formatted intake summary to the partner's inbox: prospect name (Matt Chen), business (cleaning Pty Ltd), turnover ($1M–$2M), services needed (tax, BAS, advisory), current accountant situation (switching — Div 7A issue unresolved, slow response), urgency (EOFY + BAS due in 4 weeks), discovery call booked (Thursday 9:30am). Your partner walks into that 20-minute call already knowing the opportunity is real — no time wasted on basic intake questions.
Partner arrives prepared. Prospect feels heard. Principal has full pipeline visibility without chasing anyone.
What firms get

The numbers that matter to a managing partner

After-hours new-client coverage is the fastest lever in your practice. Here's what Aria moves.

<30s
Speed to first response
Every enquiry answered in under 30 seconds — EOFY surge, 11pm, or BAS weekend.
35%
After-hours new-client capture
Roughly 35% of new-client enquiries arrive outside business hours. Aria captures every one.
3×
Qualified vs unqualified discovery calls
Partners only speak to prospects who've already shared entity type, turnover, and service needs.
~6h
Partner hours reclaimed per week
No more first-response calls, unqualified intake conversations, or discovery calls that should have been screened out.
Built for accounting firms
Aria speaks your language.
Not a generic chatbot's.

Accounting clients expect their adviser's receptionist to know what a BAS is. Aria does — and your prospects notice the difference the moment they start typing.

BAS (Business Activity Statement)
GST ($75K registration threshold)
EOFY (30 June)
Div 7A
FBT (Fringe Benefits Tax)
PAYG withholding
Tax agent vs BAS agent
TPB compliance
ABN / ACN
SMSF
R&D tax incentive
Franking credits
CGT (Capital Gains Tax)
Single Touch Payroll (STP)
Quarterly vs monthly BAS
Fits your stack
Your practice software. Your workflow. Aria fits in.

Konvex hands off qualified leads and discovery call bookings in the format your team already uses — no ripping out your existing software.

Xero
MYOB
QuickBooks Online
Karbon
Ignition
FYI

Fits your stack — no rip-and-replace.

Revenue Leak Calculator
How much annual fee revenue is your firm
losing every month?

Answer two questions. We'll show you the dollar figure — calculated on accounting firm conversion rates.

$

Typical for accounting firms: $3k–$8k annual fee per SMB client

Estimated monthly revenue leak
$0

Stop the leak — book a 15-min strategy call →
Try it now

See Aria handle an EOFY enquiry — live

Watch Aria respond to a real ATO overdue BAS scenario, then take over and ask your own question. She qualifies entity type, turnover, services needed, and urgency — with real accounting vocabulary, not generic chatbot fluff.

Aria — Konvex AI Receptionist
Online · Accounting specialist
Entity type
Turnover
Services
Urgency
Discovery call booked
Strategy Call

Book a 15-min strategy call

Tell us about your firm. James will personally reach out within 2 hours to show you exactly what Konvex looks like running on your website — tuned to your services and your clients.

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