Calls that log themselves.
The cloud phone system for accounting firms in Australia, New Zealand and the UK. Caller ID, click-to-call and AI summaries that write back into FYI, Xero Practice Manager and HubSpot — so your team takes calls from any device and stops paying twice for the same admin.
Used by accounting firms across Australia, New Zealand and the UK
A phone system that does the admin for you
Six things Cradle does day-to-day so calls stop creating downstream work for your team.
Caller identification
Inbound calls show the matching contact name, company, deal stage and contact owner before you answer. Pulled live from FYI, XPM or HubSpot.
Click-to-call from your CRM
Phone numbers in FYI, XPM or HubSpot become click-to-call links. Cradle dials and pre-attaches the activity record.
Automatic call logging
Every inbound, outbound and missed call writes an activity into the matching client record — direction, duration, recording, AI summary.
AI call summaries with custom prompts
Cradle's AI writes a summary of each call into the engagement record. Rewrite the prompt per team — sales pulls decisions, service pulls resolution.
Voicemail transcription
Voicemails are transcribed and attached to the right client within seconds of the caller hanging up.
Set up in minutes
Most firms are running calls within 30 minutes of starting setup. Connect your practice management or CRM in five clicks; carrier porting runs in parallel.
Modern firms run their phones on Cradle
“The biggest game changer for us is that every call is automatically saved into FYI. That means no more missed notes or chasing people for messages. The accountants can just go back and see the conversation for themselves”
“Great integration to help manage your customer relationships. Cradle is a great platform and with the integration, with HubSpot it means all of your calls are automatically logged against the contact record, it means you have can document your phone calls within HubSpot.”
“I can't stress how much this app changed our practice for the better. I wished we would have moved to Cradle earlier as it has not only improved clients phone experiences but also helped with compliance and saved a heap of admin time and $$$.”
Connect Cradle to the tools your team already runs on
Frequently asked questions
Does Cradle integrate with FYI and Xero Practice Manager?
Yes, both. FYI is the deeper integration: calls log automatically as activities against the right client, AI summaries write into the activity feed, and on FYI Elite the time entries draft themselves against the right job. XPM handles caller identification and click-to-call today; deeper write-back to XPM activities is on the roadmap for Q3 2026. Both are included on every paid Cradle tier.
How is Cradle different from HubSpot's built-in calling?
HubSpot's native calling sits in the browser, is capped to a few hundred outbound minutes per seat, and doesn't reliably support Australian, New Zealand or UK numbers. Cradle is a real cloud phone system with desktop and mobile apps, local numbers across the markets your team operates in, full inbound calling, call recording on every plan, voicemail transcription, AI summaries, and customisable AI prompts.
Will Cradle work for a sole practitioner?
Yes. Cradle scales down to a single user. For sole practitioners we'd typically configure straight-through routing to your mobile, the AI summary so call notes write themselves, and the FYI / XPM / HubSpot integration so client lookups work on incoming calls. Setup takes about 30 minutes once your number is in place.
Can I bring my existing phone numbers?
Yes. Cradle handles number porting from any AU / NZ / UK carrier. Porting takes about 5–10 working days; Cradle's onboarding team manages the LOA paperwork and the carrier liaison. New numbers (rather than ports) take 1–2 business days to provision in regulated markets.
How long does setup take?
Most firms are running calls within 30 minutes of starting setup, assuming you already have a Cradle phone number provisioned. That covers connecting your practice management system (FYI / XPM / HubSpot), inviting users, and configuring basic routing. New phone numbers take 1–2 business days to provision in regulated markets.
Talk to the Cradle team
Bring your team size, the practice management or CRM you run on, and any number-porting questions. We'll model the rollout for your firm on the same call.