Closing the books, phone ringing. Lorela takes it.
In closing season the phone is the enemy of focus, but a new client who can't get through calls another firm, and you don't want that. Lorela is an AI assistant for accounting firms: she takes the calls you can't get to, tells a new inquiry from a question from an existing client, and sends you a summary by email or in the app.
Updated November 8, 2026
How it works
1
Set up forwarding once
Dial a short code on your phone's keypad and the calls you don't answer go to the Lorela number. Your firm's number stays the same.
2
Your phone still rings first
You take calls first. Lorela steps in when you're closing the books and a call would only break your concentration.
3
A summary after the call
Who called, whether it's a new client or an existing one with a question, and what they need - by email or in the app.
A sample call and summary
What happens when Lorela answers for you? Listen right here, without signing up or entering a phone number.
A sample call with Lorela
What the plumber learns after the call
His water heater is leaking onto the floor. He needs it fixed fast.
- Urgency: urgent
- Call back: tomorrow morning
The summary arrives in the app and by email. You decide when to call back.
Read the sample transcript
- Lorela: Hi, this is Lorela, Mike Carter's virtual assistant. How can I help you?
- Caller: Hi, this is Dan Brooks. My water heater is leaking, there's water all over the floor. I need it fixed fast.
- Lorela: Got it, I'll pass that on right away. How urgent is it?
- Caller: Pretty urgent, it's still leaking.
- Lorela: I'm passing your message to Mike right away. You'll get a call back as soon as possible. Have a good day.
What she handles for you
A new bookkeeping inquiry
Notes the caller's request and the details they give about their business. You get back to them when you have a free moment outside the close.
An existing client with a question about documents
With your contacts connected, she can greet an existing client by name. She passes their question on in the summary.
Closing season
She can take several calls at once while you focus on the close. You find the inquiries and questions in your summaries and answer when you have room.
Discretion
Only you get the summary of a call. Call transcripts are stored in our database in Frankfurt and deleted after a year; we never sell them.
7 days free, then $19 a month. Less than one lost job costs. Your plan has a monthly limit of call minutes. Once it is used up, Lorela takes a short message instead.
Frequently asked questions
What about confidentiality - what do I learn from a call that nobody else does?
Only you get the summary. Call transcripts are stored in our database in Frankfurt and deleted after a year; we never sell them. You'll find the whole path of a call at lorela.ai/bezpecnost.
Does she recognize an existing client and greet them by name?
Yes, if you have them saved in your contacts. She recognizes the phone number and greets them by name, not as an unknown caller.
Does it work during closing season?
Yes, it works all year with no difference. In closing season you just appreciate not having to pick up at all, and the inquiries wait in the summary for later.
Hear how Lorela talks to a client
Two minutes of a sample call say more than this whole page. Call her yourself - then decide.