Does Cradle integrate with FYI and Xero Practice Manager?

Yes, both. The FYI integration is the deeper one: 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. Xero Practice Manager handles caller identification and click-to-call today; deeper write-back to XPM activities is on the roadmap for later this quarter. Both are included on every paid Cradle tier.

Yes. Cradle's HubSpot integration covers the full client lifecycle: contact sync, calls logging as engagements, AI summaries written into the deal record, and (on Professional and Enterprise tiers) HubSpot conversation intelligence, which makes the call recording searchable inside HubSpot's reporting.

Does Cradle integrate with Karbon?

Karbon integration is on the roadmap but isn't live yet. If you're a Karbon-only firm and the integration is decision-critical, get in touch so we can flag when it ships and get you onto the early-access list.

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 integration so client lookups work on incoming calls. Setup takes about 15 minutes once your number is in place.

How does Cradle handle compliance and call recording for AML obligations?

Calls are recorded, transcribed and timestamped against the matching client record, with a clear audit trail of who took the call and when. Recordings live on Cradle's servers (default retention 28 days; extendable on request, may carry a small additional cost) and link from your practice management activity feed. Configurable per firm to match CA ANZ practice review standards and NZ AML/CFT obligations.

Can I bring my existing phone numbers?

Yes. Cradle ports numbers from Spark, 2degrees, One NZ, Voyager and others. Porting typically takes around two weeks; Cradle's onboarding team manages the process, including the LOA paperwork and the carrier liaison.

What's the pricing for an accounting firm?

Per-user, per-month, with calling credit included on each paid tier. Three tiers: Standard (caller ID, click-to-call, automatic call logging into FYI / HubSpot, voicemail transcription), Professional (adds AI call summaries and HubSpot conversation intelligence), and Enterprise (bespoke for firms over 20 users). Pricing varies by country and shows in your local currency on the pricing page at cradle.io/pricing.

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 (Twilio compliance bundle for NZ / AU / GB / US). Porting an existing number from your current carrier runs in parallel and typically lands within around two weeks.

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Accounting

Cradle for accounting firms in New Zealand

Cradle is the cloud phone system used by accounting firms in New Zealand to stop their phone calls creating admin. Caller ID and click-to-call work across FYI, Xero Practice Manager and HubSpot. Calls log automatically into FYI and HubSpot, AI writes the follow-up summary, voicemails are transcribed against the right client, and your team takes calls from any device.

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Sarah Mitchell

+64 9 555 0101