AI agent built for
bookkeeping.
We picked Cori as the default for bookkeeping because: Recurring vs one-time work pricing conversations. Configured with the right escalation rules, sample scripts, and pricing tiers for your vertical.
Why Cori fits bookkeeping
Recurring vs one-time work pricing conversations.
Sample call: Behind on books — needs catchup quote. Cori answers in under 2 rings, qualifies, books or escalates per the rules you set.
Pre-tuned for your vertical
The system prompt knows bookkeeping vocabulary, common objections, pricing patterns, and escalation triggers specific to your business.
Booking + dispatch out of the box
Google Calendar / Outlook / Calendly integration ships standard. Your agent books, reschedules, and confirms with zero handoff.
Escalation that respects your rules
After-hours behavior: voicemail + emergency escalate. Configurable per call.
More in legal & financial services
Ready to deploy Cori for your business?
The Builder takes 4 minutes. Live phone number, real voice, real Stripe checkout. Cancel anytime.
Start the Builder for Bookkeeping