THE PROBLEM
AI receptionist for finance and accounting firms
Clients call about appointments, documents, and account questions. Cynlie answers professionally 24/7, screens and books them, and keeps your team focused on high-value work.
WHAT CYNLIE DOES
The 24/7 AI receptionist for financial and accounting practices
Answers every channel
Voice, web chat, SMS, and email — Cynlie handles every conversation 24/7 in a natural, on-brand voice.
- Automated data pipelines
- Real-time dashboards
Takes real action
It books appointments, qualifies leads, updates your CRM, and triggers follow-ups automatically, with no human needed.
- Invoice and payment workflows
- Internal approvals and routing
Never misses a lead
Every call, text, and chat is captured and logged, so no opportunity ever slips away.
- Internal copilots for finance teams
- Document processing (contracts, invoices)
HOW IT WORKS
See Cynlie in action
From new-client intake to appointment booking, see how Cynlie handles the phones professionally.
New client intake
- Cleaner leads. Faster handoff.
Book a consultation
- Faster triage. Cleaner queues.
Document and status questions
- Fewer errors. Faster close.
RESULTS
Results firms see
What Cynlie delivers from day one:
more consultations booked
By capturing and qualifying every inbound inquiry instantly.
saved each week
By taking routine client calls off your team.
Cynlie answers professionally, screens new clients, and books consultations, so our advisors stay focused on clients.
Why firms choose Cynlie
- Intelligent KYC/KYB
Professional, on-brand call answering 24/7
- Underwriting Automation
Screens and qualifies new-client inquiries
- Predictive Fraud Prevention
Books consultations into your calendar
- AP/AR Workflow Orchestration
Handles seasonal call spikes with ease
- Liquidity & Cash Forecasting
Every client interaction logged to your CRM
- AI-Powered Support Triage
Secure handling of sensitive information
Finance questions, answered.
Frequently asked
Can Cynlie handle new-client intake?
Yes. Cynlie screens and qualifies new-client inquiries, captures their details, and books consultations, 24/7.
Will it sound professional to my clients?
Yes. You choose the voice and greeting, and every caller hears the same polished, on-brand receptionist.
Can it handle tax-season call spikes?
Absolutely. Cynlie takes unlimited calls at once, so busy season never means missed clients.
Does it integrate with my tools?
Cynlie connects to your calendar, CRM, and 7,000+ apps via Zapier, updating everything automatically.
How fast can we start?
Most firms are live in about 15 minutes. Start free, no credit card required.