Live demo · Accounting
Talk to Nora: Live Accounting Firm AI Agent Demo
Try asking…
- “Did you get my documents?” (demo code shown on screen)
- “What do you charge for a personal tax return?”
- “Book a meeting with Sarah.”
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Live transcript
The live transcript shows here once the voice demo connects in the full website build.
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What this demo shows
- Identity check
- Document status
- Fee ranges
- Booking
Hear Nora check a client’s documents
A client asks whether their documents arrived. The agent verifies identity before sharing anything.
Sample call · Accounting
AI agentHello, Ledgerline Accountants. I’m Nora, the firm’s AI assistant — this call may be recorded. How can I help?
CallerI sent my documents last week. Did you get them?
AI agentI can check. For your security, I’ve just texted a six-digit code to the mobile number on your file. Could you read it to me?
CallerIt’s 482913.
AI agentThank you, Daniel. We’ve received your W-2 and your mortgage interest statement. We’re still missing the 1099-INT from your bank. I’ll email you the upload link now. Would you like to book a review call with Sarah once it’s in?
CallerYes, next week.
AI agentSarah has Tuesday at 2:00 or Thursday at 10:30.
Agent is responding
After-call summaryCaller verified (SMS code) · 1 document missing (1099-INT) · upload link emailed · review call booked Thu 10:30 with Sarah · task created in Karbon
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