Transform client communication for good

Cradle gives your firm the tools to simplify client communication, automate the admin, and ensure no detail ever slips through the cracks.

Cradle templates Social content 2025 (1080 x 1350 px) (9)

Why Cradle matters for your accounting firm

Every phone call presents an opportunity. Whether clients have compliance questions or seek strategic advice, effective communication is crucial to your firm's success. Cradle enables you to capitalise on these interactions efficiently and professionally. 

 

Key benefits

Untitled (1080 x 600 px) (1)

Automate routine tasks

Automatically log every call, significantly reducing manual data entry.

Landscape Landing Page Images Cradle

Capture every detail

Record calls, generate AI-powered summaries, and receive complete transcriptions, seamlessly integrated into FYI or XPM.

Untitled (1080 x 600 px)

Enhance client interactions

Instantly identify callers, review their history, and access key context to deliver an informed, responsive service.

Powerful integrations tailored for accountants

Cradle and FYI integration

Effortlessly link your telephone system and client data: 

  • Instant caller context
    • Immediately access comprehensive client
      information.
  • Automatic call logging
    • Calls and notes are automatically stored in FYI, eliminating manual follow-up.
  • Simplified workflows
    • Easily search and call contacts by name without
      manual lookups.
HubSpot + Calling
XMP + Calling (1)

Cradle and XPM integration

Redefine your client communication process:

  • Real-time insights
    • Instantly view caller details, enabling informed and productive conversations. 
  • Streamlined administration
    • Automatically log calls directly into XPM, reducing administrative overhead. 
  • Enhanced productivity
    • Free your team from repetitive tasks, allowing them to focus on higher-value activities.

See Cradle in action

Easy and rapid setup

Clock Icon

Get started in minutes

Our straightforward onboarding process makes setup fast, simple, and stress-free.
Get started in minutes
Phone Icon

Work from anywhere

Keep your team connected across macOS, Windows, iOS, and Android. Cradle ensures critical client calls are never missed, even during internet outages.
Work from anywhere
Star Icon

Zero disruption

Switch seamlessly to Cradle, keeping your existing number or receiving a new local number at no extra cost.
Zero disruption

Ready to enhance your conversations?