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AI intake for accountancy firms

Sort limited-company work from personal queries, qualify by service, and book calls with the right accountant, around the clock.

Turn your practice into a premium firm that captures every good enquiry.

7×
more likely to qualify an online enquiry answered within the hour
77%
of customers say valuing their time is the most important thing a business can do
21×
more likely to qualify a lead contacted within 5 minutes vs 30

Sources: Harvard Business Review; Forrester; MIT / InsideSales (Oldroyd). Figures are industry research cited in good faith and should be verified and kept current.

The problem

  • › Deadline-driven enquiries can't wait for office hours.
  • › Mixed enquiries need routing to the right service.
  • › You want the good clients, not every tyre-kicker.

Why Whistle fits

Every enquiry is qualified, prioritised, and recorded, with a privacy-first, EU-hosted design.

See the compliance pack

See it live

A conversation like this one is what Whistle handles for accountancy firms. The widget on this page is configured the same way, open it (bottom-right) and try an enquiry.

Our company year-end is next month and our accountant has gone quiet on us.
We can take that on. Roughly how many transactions a month does the company have?
Around 100, plus payroll for four staff.
That fits our small business service. I can book you a call with a company accountant this week.
One line to install
<script src="https://cdn.amaigo.com/whistle.v1.js"
        data-client-id="accountancy" defer></script>

EU AI Act

AI disclosure becomes mandatory on 2 August 2026

Article 50 requires chatbots to tell visitors they are talking to an AI. Whistle ships compliant by default: a persistent AI label, disclosure before the first message, and a published transparency notice.

Read the AI transparency notice

Due diligence

Vendor review, pre-answered

A pre-answered security questionnaire, signed-ready DPA, DPIA template and named sub-processor list, so your compliance review takes days, not months.

See the security questionnaire

Put your accountancy firm intake on autopilot

See pricing