AI receptionist for accountants & bookkeepers · UK
Bill the hour. We'll take the call.
Magixis is a 24/7 AI receptionist for UK accountancy and bookkeeping practices. It answers every call, qualifies new-client enquiries, gives existing clients factual status, and books discovery calls into the partner's diary — then writes the whole call into a CRM that fills itself in. From 70p a minute, no contract.
Hear it before you decide
One agent. One call.
Our own line is answered by the same agent your callers would get — 24/7. Ask it to qualify a mock enquiry for your practice, then let it book your 30-minute demo while you're on the call.
- 24/7, 365 days
- ICO-registered · ZC223083
- UK/EU data storage · signed DPA
- No contract · from 70p a minute
The system
What does an AI receptionist do for an accountancy practice?
It answers every call to your practice number — through the day, after five, and at the weekend. New prospects are qualified and booked for a discovery call. Existing clients get factual status: filed, due, received. Anything needing judgement is routed to the right person, and the whole call lands in your CRM as a record. Three moves, and nothing to type up.
Every call picked up, in your practice's name
The agent is trained on your services, your fee structure and your tone. It answers within two rings at 9am and at 9pm alike — deadline week included — and recognises whether the caller is a prospect, a client, or a cold-caller to filter out.
Discovery calls straight into the diary
Qualified prospects are booked into the right partner's diary on the call, with an SMS confirmation. Client callbacks are scheduled the same way. No message pad, no "someone will ring you back" that nobody owns.
The CRM writes itself
Contact, entity type, services needed, turnover band, year-end, diary slot, follow-up owner — captured while the caller is still talking. The Magixis CRM is included in every plan, so the record exists before anyone in the office knows the phone rang.
Where the chargeable hours go
A ringing phone is an unbilled interruption.
For a practice, a missed call is a prospect who rang the next firm on Google — or a partner pulled out of a complex set of accounts to answer a question a script could have handled.
The interruption tax on billable time
A partner mid-reconciliation answers a "quick question," loses the thread, and re-reads the same ledger twice. Context-switching is the silent cost of a shared phone — and it lands on your most expensive people.
billable time, unbilled
New-client enquiries lost to voicemail
A director shopping for an accountant rings at 5:40pm, gets voicemail, and hangs up. UK fee guides put a small limited company's accountancy spend at £800–£2,500 a year — recurring. That's what walks to the next firm when nobody picks up.
a multi-year fee, gone
The January flood drowns the office
Self-assessment season: every client with a missing P60 rings at once. Lines jam, juniors stop working to answer, and the people you need filing returns are taking calls about passwords instead.
12m+ returns · one deadline
What happens
62%
of calls to small businesses never reach a live person.
Why ring-back fails
86%
of calls from unknown numbers go unanswered — so when you ring the prospect back, they don't pick up.
The January cliff
5.65m
self-assessment returns were still unfiled a month before the 31 January 2026 deadline — of 12 million expected.
How the agent handles practice calls
Two illustrative transcripts.
Scripted examples of how the agent handles these calls, not recordings of real callers.
New-client enquiry · qualified
Pipeline
AGENTGood afternoon, Ashworth & Co. How can I help?
CALLERI'm looking to move accountants. We're a limited company, year-end's coming up.
AGENTHappy to help with that. Roughly what's your turnover, and is it just the company accounts and corporation tax, or payroll and VAT too?
CALLERAbout £600k. Accounts, CT and VAT — five on payroll.
AGENTThat's a clear fit for our limited-company package. And when's your year-end?
CALLEREnd of September.
AGENTPerfect. I'll book you a 20-minute discovery call with David, a partner, on Thursday at 2pm. He'll have your details in front of him.
Qualified · LtdCo · £600k · Sept year-end · discovery booked · Thu 14:00
Client query · status, not advice
Routing
CALLERHi, it's Priya at Norden Joinery — has my VAT return gone in for this quarter?
AGENTLet me check, Priya. Yes — your Q2 VAT return was submitted on the 31st and the payment reference is on the email we sent Tuesday. Anything else?
CALLERActually, should I be on the flat-rate scheme?
AGENTThat's a question for your accountant rather than me — I don't give tax advice. I'll have Sam call you back today with a recommendation. Best number to reach you?
Status given · advice escalated · callback task → Sam · same day
Your CRM, written by the call
Nothing to write up between chargeable hours.
Every plan includes the Magixis CRM, and the record fills itself in while the caller is still on the line. This is what a record carries.
ContactName & company
ContactNew or existing client
ScopeServices needed
ScopeTurnover band
ScopePayroll headcount
DatesYear-end date
DatesDeadline flag
MoneyFee quoted
DiaryDiscovery call booked
OwnerPartner assigned
Beyond reception
Every call becomes a client record — with a fee value attached.
Magixis isn't only the voice that answers. From the first ring it builds a CRM keyed to your client base, so you can see the value in your call pipeline — new fees won, service-line demand, where the deadline pressure really sits.
01 · CRM from call data
Caller → client, with lifetime fee value
Every caller becomes a contact from their first call — names and numbers masked by default — and builds toward a lifetime-fee view of the relationship. No manual entry into the practice system.
02 · Value you can defend
Pipeline and service-line value
See the value at stake in your enquiry pipeline and which service lines callers ask for — drawn from the fees you configure. An estimate of opportunity, never a claim of banked revenue.
03 · Every call reviewable
Transcript, recording, captured intent
A full log of who called, what they needed, and what was captured. Spam is flagged and excluded from the numbers. Staff can correct the agent, and every correction is logged — never silent.
04 · 24/7 human handoff
A real person for the genuine escalation
Anything you choose routes to a person working 24/7 who books into your diary; in hours, a caller who needs advice is warm-transferred. You keep authority to approve, override, reassign.
05 · One dashboard, full audit
Run the practice from one place
Access is capability-based, not job-title-based — you control who sees what and who can unmask a contact. Sensitive actions need a logged reason; every consequential action sits in a tamper-evident audit log.
06 · Commercials
A posted rate per minute
From 70p a minute, posted publicly — no allowance to blow through in deadline season. Lite has no setup fee and no subscription; every price is on the pricing page.
The alternatives
How does Magixis compare with a telephone answering service?
Practices weighing us up are usually choosing between voicemail, a human answering service such as Moneypenny, and an AI receptionist. The short version: an answering service takes a message; Magixis has the conversation, books the appointment and writes the record. The detail, like for like:
| Magixis | Human answering service | Voicemail | |
|---|---|---|---|
| Answering hours | 24/7, 365 days — included | Typically 9am–5pm Mon–Fri; Moneypenny lists 24/7 as an add-on from £35/month | Always on; most callers hang up |
| What the caller gets | Qualified, booked into the diary, SMS confirmation | A message taken — typically up to five agreed data fields — passed on by email or text | A beep |
| What you get afterwards | A CRM record written on the call: contact, scope, diary slot, follow-up owner | An email or SMS to action yourself | A recording to ring back — and 86% of ring-backs from unknown numbers go unanswered |
| Pricing | From 70p/min posted publicly · no setup fee on Lite | Quote-based; UK rates not published on moneypenny.com | Free |
| Contract | None — cancel any month | Moneypenny's smaller message-taking plans carry a three-month minimum | — |
Moneypenny details from moneypenny.com/uk/message-taking-service — hours, 24/7 add-on pricing, data fields and minimum terms as published there. Ring-back figure: Hiya, State of the Call 2026. Last checked: 13 August 2026.
Moneypenny is a well-regarded service — if you want a human PA taking messages in office hours, it's a fine choice. Magixis is for practices that want the call answered, booked and recorded at any hour, at a posted rate.
Pricing
How much does it cost?
Calls run from 70p a minute. Lite is £1.35 a minute with no setup fee and no subscription; most practices run Pro — £995 setup once, then £99 a month plus 85p a minute, automated CRM included; multi-site Command brings it to 70p a minute. No contract on any plan.
Who's behind the line
Manchester-born. Built for the whole UK.
Magixis is a UK company, founded in Manchester in 2026. A phone line has no radius: a practice in Truro gets the same two-ring answer as one in M2. What travels with every call is the paperwork — ICO registration, UK/EU data storage, a signed DPA — all in writing on the trust page.
CompanyMagixis Limited · UK
HQManchester, M2
CoverageUnited Kingdom
ICOZC223083
Companies House17372370
Before you call · accountancy
Catching deadline-season enquiries without handing out advice.
Volume spikes around the dates — self-assessment in January, MTD quarters, year-ends — and that’s exactly when a missed call is a missed client. HMRC expected more than 12 million self-assessment returns for 2024–25; 5.65 million were still unfiled with a month to the deadline, and a £100 penalty lands the day after it. Those weeks, your phone is the busiest desk in the practice.
The agent qualifies new-client enquiries, gives existing clients factual status (“your return was filed on the 14th”) and books discovery calls, while staying firmly clear of actual tax advice. Client details are masked and access-controlled. Weighing one up? We’ve set out the verified evidence and the ICAEW, PCRT and UK GDPR rules in AI receptionist for accountants: UK rules & evidence. And if the practice is just you — one name, one diary — the personal receptionist page is written for exactly that reader. See how a call is handled, or browse the full reception range.
Last updated: 15 August 2026
FAQ · Accountants
The questions every practice asks.
If your question isn't here, put it to our agent on a live call — it can probably answer.
Calls run from 70p a minute. Lite is £1.35 a minute — no setup fee, no subscription, and nothing at all in a month with no calls. Most practices run Pro: £995 setup once, then £99 a month plus 85p a minute, with the automated CRM included. Multi-site Command brings the rate down to 70p a minute. There are no allowances and no overage — see the full pricing comparison.
A human answering service takes a message and emails it to you; standard cover typically runs office hours, with 24/7 as a paid add-on and a minimum contract on smaller plans. Magixis answers 24/7 as standard, qualifies the caller, books the appointment on the call, and writes the record into your CRM — at a posted rate per minute, no contract. The like-for-like table is above.
Yes. Client and caller details are masked by default, every recording and transcript is access-controlled, and we’re ICO-registered (ZC223083) with UK/EU data storage and a signed DPA. We set out exactly how we handle it in GDPR for AI voice agents.
No, by design. The agent gives factual status only — whether a return is filed, what a deadline is, what a service costs — and routes anything requiring judgement to the right person. It never gives tax, accounting, or financial advice; that stays with your team.
You set the questions that matter — entity type, turnover band, services needed, current software, deadline pressure. The agent asks them naturally, captures the answers against a new contact, and books a discovery call into the partner's diary, so a qualified lead is waiting rather than a voicemail.
Yes — that's the point. HMRC expected more than 12 million self-assessment returns for 2024–25, and 5.65 million were still unfiled a month before the 31 January deadline. Calls are answered in parallel, so a deadline-week spike never hits a busy tone: routine status queries are handled in full, genuine escalations are flagged and routed, and partners stay on chargeable work.
Yes. Caller names and numbers are masked by default, data is stored encrypted in EU regions, and access is capability-based with a logged reason for sensitive actions. We sign a DPA and publish our sub-processor list on the trust page.
No. The Magixis CRM is included in every plan, and the record builds itself on the call — the contact, the enquiry, the diary slot and the follow-up are written while the caller is still talking. There’s no data entry afterwards and nothing to reconcile at the end of the week.
On Lite, the same day — you set it up yourself from a link we send. Pro is a two-week build: we listen to a week of your real calls, train the agent on your services and fee structure, you test it on a sandbox number, then it goes live on your own number. You keep your number throughout — the build, step by step.