Call Finn: Talk to Your Books on the Phone

Some questions are easier to ask out loud. What's in the bank? Has that client paid yet? When is the VAT due? Now you can ring Finn and ask.

Call Finn is live for dialled calls. It went live on 7 October 2026. It is the same Finn you message on WhatsApp or chat with in the app, reading the same books.

How it works

1. Link WhatsApp to AccountsOS if you have not already.
2. In Settings, Integrations, under WhatsApp, switch on Call Finn and set a six-digit PIN.
3. Dial +44 7700 163900 from any phone. Finn tells you it is an AI and that it keeps notes of the call, then asks for your PIN.
4. Talk about your books the way you would in chat.

The PIN is there because ordinary caller ID can be faked. Five wrong PINs in a row locks calls for an hour and tells you on WhatsApp.

What you can ask

• What's in the bank today?
• What's due this month, and when is the next VAT deadline?
• Who owes me money, and how overdue are they?
• Draft an invoice for last week's work.
• Log the fuel I just paid for.

Finn answers from your live double-entry ledger, so the figures are your books as they are now. If you want something in writing, say "send that to my WhatsApp" and Finn sends it mid-call.

What Finn will and will not do on a call

Finn will make low-risk changes once you say yes out loud: log or categorise a transaction, add a task or deadline, draft an invoice, bill or estimate, or add a contact.

Finn will not file anything with HMRC or Companies House, send invoices, make or record payments, pay or declare dividends, post journals, lock periods, approve expense claims or delete records from a call. Finn sets those aside, lists them in the call notes on WhatsApp, and you confirm them in AccountsOS. Finn does the accounting production work, and a person reviews and signs.

After the call

A short summary of the call lands in your WhatsApp thread with Finn, and the full transcript sits in your chat history as a phone call session. The next message you send Finn, on any channel, knows what was said.

Who this is for

• Founders who are on the road, on site or between meetings and want a quick answer without opening a laptop.
• Accounting and bookkeeping practices whose clients would rather pick up the phone than log in. The client gets an answer from their live books, and the firm keeps review and sign-off.

What is not live yet

Calling from the phone icon inside the WhatsApp chat is coming, but it does not connect yet. For now, dial the number.

Try it

Read more about every way to reach Finn, including WhatsApp, email, Telegram and Slack.

New to AccountsOS?

• Founders: accounts-os.com
• Practices: accounts-os.com/for-accountants