The AI admin that gets you paid: every capability, tagged honestly.
Office Voice chases your quotes and invoices by voice, sends a secure Xero pay-link, and manages by exception so nothing falls through the cracks. Here's the whole list: what's live today, what's in beta, and what's coming as the teammate grows into the rest of the desk.
Get paid: the wedge
One teammate across the whole cycle: quote → invoice → paid. It knows a quote is a nudge and an invoice is a chase.
- Voice collections on overdue Xero invoices: phones the customer off live Xero data and holds a real conversation, not a robocall scriptLive
- Quote follow-up in a nudge tone: a warm 24-hour nudge after the quote goes out, never dunning. Xero has no quote chaser; this is the whitespace nobody else in the category touchesLive
- Secure Xero pay-link sent mid-call: always Xero's own OnlineInvoiceUrl by SMS or email, never card details over the phoneLive
- Promise-to-pay capture: records date and amount into the customer's memory when they can't pay today; a missed promise surfaces as an open itemLive
- Reconciliation that stops the moment Xero marks it paid: a signed Xero webhook plus a reconcile sweep end the chase, so no 'I already paid you' embarrassmentLive
Holds & don't-double-chase
The rage-inducing failure elsewhere is a tool that keeps calling after a dispute, a plan, or a do-not-contact. We designed against it.
- Per-customer and global holds with auto-resume: dispute, payment plan, or do-not-contact goes on hold with a resume date, then picks itself back upLive
- Holds surfaced in the Briefing: '3 on hold, 1 resumes Monday', not buried on the People pageBeta
- Instant opt-out honoured across voice, SMS, and email at onceLive
One cadence, three channels
Voice-led, but fully omnichannel: email and SMS are the channels customers already expect, orchestrated as one cadence off live Xero data.
- Voice + SMS + email as one cadence: a single sequence per customer across every channel, not three disconnected toolsLive
- Conversation memory across every touch: 'last time you mentioned waiting on approval…' carried between calls, texts, and emailsLive
- Adaptive cadence with behaviour triggers: soften or escalate on link-opened, partial payment, or sentimentBeta
Manage by exception
Not a dialer dashboard. You supervise a teammate: you work the exceptions, it works the ledger.
- Briefing, the daily home: what the teammate handled and what needs your input, drawn from conversation memory and XeroLive
- People: a customer-first debtor book with holds, promises, and per-customer history in one placeLive
- Open items: a tracked queue of the cases that need a human, with full context attachedLive
- Graceful escalation to a human with full context: the person picks up transcript, memory, holds, and live Xero data, so the customer never repeats themselvesLive
- Outcome + DSO reporting: every conversation produces an outcome record; recovery and debtor-days reporting on topBeta
The conversation: the moat
Anyone can send a reminder. The uncopyable part is a real phone conversation that sounds like the business, not a generic collector.
- Per-tenant voice and persona: each business sounds like itself; pick a voice and a persona, and it's the AI on every callLive
- Australian voice built for the market: a warm AU voice live, with more in validation, dropped in as they pass smoke-dialLive
- Bring your own voice: drop in a voice ID, including a consent-gated clone of your own, and it becomes the callerLive
- Custom vocabulary and banned phrases: your terms in, corporate filler outLive
- Quality flag detection on 100% of conversations: heuristics plus an LLM judge run post-call on every conversation, not a sampleLive
- Compliant call recording attached to the per-invoice timeline: audio alongside transcript, SMS, promises, and Xero eventsComing
Compliance: built in, not retrofitted
Australian-built compliance is a selling point to risk-averse practices, not just an obligation. It protects you as much as the customer.
- AI + recording disclosure in the opening of every call. No exceptionsLive
- DNCR checked before every non-exempt outbound call; existing-relationship exemption appliedLive
- Time-of-day rules use the customer's timezone, not the server'sLive
- Pay-link only: card details are never captured over the phoneLive
- Full audit logging of every AI decision that affects a customerLive
Coming: the rest of the office desk
The get-paid cycle is the first job the AI admin masters. It re-broadens toward the rest of the desk from there.
- Answer inbound calls: reception for the business, same teammate, same memoryComing
- Book jobs and appointments straight into the calendarComing
- Service and renewal remindersComing
- Outgoing webhooks: emit call-completed, promise-captured, and disputed events into your automation graphComing
- Managed payment plans: the teammate chases each installment on schedule (capture is Live today; active management is next)Coming
- Scheduled customer statements and terms-based late fees: enforce your terms, your callComing
Connect Xero and hear it work.
Start a free trial and your teammate is chasing in minutes, or run it across a whole client book from one practice console. 30-day trial. A$29 to set up your number, which comes off your first bill.