Get set up in a few minutes.

Connect Xero

Sign in and authorise Xero in one click. Office Voice pulls your contacts, sent quotes, and outstanding invoices and treats Xero as the single source of truth. We mirror only what we need to hold a real conversation and never change your books beyond recording the outcome of a call.

• Open invoices and their due dates become the chase list.
• Sent and accepted quotes become the nudge list.
• Contact names and phone numbers drive who we call, and how.

The connection stays live, so the moment Xero marks something paid, the chasing stops: no "I already paid you" awkwardness.

Choose a voice and persona

Pick a voice from the preset library and set how your teammate introduces itself: your business name, tone, and any words it needs to get right. The persona is composed, not hardcoded, so it always sounds like your business rather than a generic collector.

• Vocabulary: add customer surnames, product names, or terms the AI should pronounce and recognise correctly.
• Tone: warm and courteous for quote nudges, firm but professional for overdue invoices.

Review the disclosure

Every call opens by disclosing that it's an AI and that the call is recorded: inbound and outbound, no exceptions. You can lightly customise the wording to fit your brand, but you cannot turn disclosure off. After each call we verify both lines landed in the transcript; if either didn't, the call is flagged.

Set contact and opt-out preferences

Decide how your teammate reaches people. Voice leads, with SMS and email orchestrated as one cadence off live Xero data. Compliance is built in: you don't configure it, but you control the levers that sit on top.

• Channels: voice, SMS, and email on by default; toggle any of them off per person.
• Calling windows: time-of-day limits are enforced in the customer'stimezone, not the server's.
• Opt-out: anyone who asks to stop is flagged do-not-contact across every channel, instantly.
• DNCR: every non-exempt outbound call is checked against the Do Not Call Register before we dial.

Go live chasing quotes and invoices

Turn it on and your teammate starts working the get-paid cycle. It knows a quote is a nudge and an invoice is a chase, holds a real conversation, sends a secure Xero pay-link mid-call, and captures a promise-to-pay when someone can't pay today.

You manage by exception. The daily Briefing shows what your teammate handled and what needs your input (disputes, lapsed promises, holds resuming) so you stay across everything without operating a dialer.