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Naamo for accountants, bookkeepers & advisors

Clients get answers in minutes. Decisions still get made by you.

"Did you get my documents?" "When is the deadline?" "Can we meet before the 15th?" Naamo answers the questions you've answered a thousand times, books the appointment, chases the missing paperwork, and hands anything that needs judgement to the right person.

What Naamo does for financial services
01Answers every call and books appointments, in and out of season.
02Tells clients what to bring, confirms what has arrived, and chases what hasn't.
03Answers the routine from your own answers: deadlines, fees, process, how to send documents securely.
04Never gives tax, investment or financial advice, and never discusses a client's figures; those go to a person.
05Keeps every conversation on the record and reviewed, which your compliance file will appreciate.
06In Slack or Teams, ask Naamo for the list of clients with missing documents or a draft of the engagement letter.
Naamo handles scheduling, document logistics and general questions. It does not give tax, financial or investment advice, and conversations about a client's figures are handed to your staff.
What gets lost in tax season
The appointment
A new client calling in March books with whoever answers; voicemail is a no.
The paperwork
Half the delay in any return is a document nobody chased. Naamo chases, politely, by text and email.
The partner's hour
Every status call that reaches a partner is advisory time gone.
Also available

Also available: Naamo Co-worker for your internal team

Naamo for other businesses
Private practicesThe AI front desk for private practices.Salons & barbershopsEvery call, text and Instagram DM answered, even mid-colour.Cleaning companiesThe first call decides who gets the client. Naamo makes sure it's you.Auto repair shops"Is my car ready?" answered without pulling anyone off the lift.Home care agenciesFamilies call after work. Naamo answers, so the care conversation starts with you.HVAC & plumbingIf it's holding on to a ladder or the phone, the ladder wins. Naamo takes the phone.Law firmsEvery potential client reaches a calm voice, and every consult lands on the calendar.Marketing agenciesAn AI coworker for the agency, and an AI receptionist you can offer every client.General contractorsYou're on site. Naamo is on the phone.SaaS companiesSupport that resolves, a coworker that ships the deck, no seats to buy.Medical & wellnessAppointments booked, questions answered, nothing medical decided by a machine.Hiring & staffingCandidates answered in minutes. Interviews booked. Recruiters recruiting.Insurance agenciesQuotes requested, claims started, policy questions answered, agents freed.
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Never miss a patient again.

Hear Naamo answer right now, or book a demo. You get an instant confirmation the moment you ask, and a person follows up within one business day.

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