Voice AI for Australian Finance Brokers, Accountants and Insurers
Built in Melbourne. Aussie voices. Privacy Act, DNCR and ACMA compliant from day one. TheAutomate.io answers your calls around the clock, qualifies leads against your lending or advice criteria, books appointments to your calendar, and writes every interaction back to your CRM. No missed calls. No compliance gaps.
What is TheAutomate.io?
It's an AI-powered phone system that automatically answers your business calls, talks to customers in a natural human-like voice, collects their information, and takes action, like booking appointments or sending you alerts. Think of it as a tireless receptionist that works 24/7 and never misses a call.
Talk to our AI receptionist
Pick a voice, ask anything. Experience what we build for businesses.
Select an agent above to start a 3-minute voice demo
Built For Australian Businesses Where Every Enquiry Matters
If a missed enquiry means a lost mortgage, a lost client, or a compliance breach, TheAutomate.io is built for you.
Finance Brokers
Mortgage, asset, commercial finance brokers (NCCP, BID)
Accountants & Advisers
Tax, bookkeeping, financial planning (TPB, AFSL)
Insurance
General, life, and authorised reps (APRA, ASIC)
Lenders & Aggregators
Non-bank lenders and broker groups
Why Businesses Choose TheAutomate.io
Simple benefits that directly impact your bottom line.
24/7 Availability
Never miss a call. AI answers day, night, weekends, and holidays when you cannot.
Human-Like Voice
Natural conversations that customers trust. No robotic scripts or frustrating menus.
Saves Time & Money
Replace expensive answering services. Handle 10x more calls without hiring staff.
No Missed Calls
Every call answered on the first ring. Capture leads your competitors miss.
How It Works
Four simple steps. Setup takes 5 minutes. No technical skills needed.
Connect Your Number
Forward your business line to our AI or get a new number. Setup takes 5 minutes.
AI Answers Calls
Our AI picks up instantly, speaks naturally, and handles conversations like a trained receptionist.
Collects Information
Qualifies leads, gathers customer details, understands urgency, and captures what they need.
Takes Action
Books appointments, sends notifications, logs to your CRM, and alerts you to hot leads.
Clear Expectations: What Our AI Does
We believe in transparency. Here's exactly what TheAutomate.io can and cannot do.
What It Can Do
- Answer calls 24/7 with Australian accent voices
- Qualify leads with custom questions
- Book appointments directly to your calendar
- Send instant notifications for urgent calls
- Log all call data to your CRM
- Transfer calls to staff when needed
What It Cannot Do
- Replace complex sales negotiations
- Handle highly technical support issues
- Make outbound cold calls
For complex scenarios, our AI seamlessly transfers calls to your team.
Built for Australian Compliance, Not US Templates
Every Australian finance broker, accountant, and insurer faces the same regulators. We built the agent around their rules from day one. No TCPA, no US workarounds.
Privacy Act 1988 & the 13 APPs
Every call is treated as personal information. We collect what's needed, store it onshore, and notify you if anything ever goes wrong.
Do Not Call Register (DNCR)
Inbound calls are exempt from the DNCR. For outbound campaigns, numbers are washed against the register before any dial.
Spam Act 2003
Every SMS or email the agent sends has consent, your name on it, and a working opt-out link.
ACMA Telemarketing Rules
Calls happen in legal hours only. Caller ID is on. Opt-out is one word away.
NCCP & Best Interests Duty (for brokers)
The agent never gives credit advice. It collects, qualifies, and hands every real conversation to you.
APRA CPS 234 & ASIC Recordkeeping
Every call is encrypted, stored in Australia, and kept for 7 years.
Trained on Australian Regulatory Vocabulary
Our AI is trained on Australian regulatory and lending vocabulary so it answers correctly the first time and never makes promises your licence does not allow.
NCCP & BID for Brokers
Tax & Bookkeeping
Insurance Compliance
Privacy Act & APPs
Speak Your Customer's Language
Break language barriers and serve a global customer base. Our AI seamlessly switches between languages mid-conversation, providing native-level support for every caller.
Multi-Language Support
The Automate AI understands and responds in 30+ languages, ensuring every client feels heard and supported.
Natural Conversations
Our AI maintains natural, fluent conversations in any language without awkward translations.
Supported Languages Include:
Plugs into the tools Australian finance brokers and accountants already use.
Integrations
The Automate integrates seamlessly with your CRM, calendar, and over 500 other apps to make your job easier.
Compliance & Security
Every call is recorded, encrypted, and stored onshore. Built to meet Privacy Act, APP, NDB, ASIC 7-year recordkeeping, and APRA CPS 234 requirements.
Stop Losing Customers to Voicemail
Research shows 80% of callers won't leave a voicemail, and 85% won't call back if you don't answer. Every missed call is a customer going to your competitor.
- Answer every call instantly, even during peak hours
- Capture caller info before they hang up
- Qualify leads with questions you customize
- Get alerts for urgent calls so you can call back fast
"Our broker book was getting calls outside hours and on weekends and we were losing them. The voice agent now qualifies every enquiry against our lending criteria, writes it to Pipedrive, and pings the right broker. We have not missed an enquiry since."