Pricing & Plans
Get Started With AI Receptionist Accounting
Whether you’re a solo accountant, managing a bookkeeping team, or running a multi-location tax advisory firm, we have a plan that fits.
Explore flexible options designed to match your business goals, whether you need just the AI voice & chat receptionist platform or a complete marketing suite with CRM and lead tracking.
$99
/month
CRM & Lead Machine
An all-in-one sales and automation hub to streamline lead capture, follow-ups, and client management – built for service-based businesses.
Website Features
- Drag & Drop Funnel & Website Builder
- Built-in Form & Survey Builder
- Booking Calendar Integration
- Live Chat Widget
- Blog + SEO Settings
- Unlimited Domains
- Custom Thank You Pages
- Built-in Analytics
- Popups & Exit Intent Offers
- Google & Facebook Pixel Support
Automation Features
- Visual Workflow Automations
- Smart Triggers & Tags
- Email & SMS Sequences
- Lead Nurturing Campaigns
- Pipeline & Task Automation
- Missed Call Text Automation
- Drip Campaigns
- Automated Review Requests
- Zapier + Webhook Integration
- Auto-assign Leads to Team
Complimentary Extras
- Mobile App Access
- AI-Powered Email Writer (Beta)
- Built-in Reputation Manager
- AI Chatbot (Optional Add-on)
- Facebook Lead Ad Integration
- Appointment Reminder System
- Stripe & PayPal Integration
- Custom Dashboards
- CRM Setup Support
No Contracts – Cancel Anytime
$249
/month
AI Agent Platform
Your always-on AI agents built to call and chat with customers, streamline support, and grow your sales – no extra team members needed.
AI Agent Features
- Orbs, Widgets, LIVE chat, Facebook, Instagram, WhatsApp, SMS and Voice Calling
- Everything under one agent prompt
- Direct calendar integration
- Transcript of every conversation
- Fallback mechanism to ensure 99.9% uptime
- Specifically trained on your business details with access to information in real time
Custom Tools & Integrations
- Connect to any platform and CRM via Zapier, N8N, and Make.com
- Connect to any knowledge base and source of verifiable data
- Your AI Agents have access to the internet in real time
- Autonomously switch between channels, voice, text, and email
- Build LIVE Chat Agent, Social Media DM Agent, Texting Agent, Inbound Voice Assistant, Outbound AI Voice Assistant With One SINGLE prompt
Complimentary Extras
- One-on-one onboarding experience
- Pre-built agents to save you time
- Full documentation and step-by-step walkthroughs
- Ongoing Support
No Contracts – Cancel Anytime
$299
/month
BEST VALUE – (CRM + AI Agent Platform)
Fully integrated for a seamless experience. Unlock end-to-end automation from first touch to follow-up – powered by AI and backed by a complete CRM system.
AI Agent Features
- Orbs, Widgets, LIVE chat, Facebook, Instagram, WhatsApp, SMS and Voice Calling
- Everything under one agent prompt
- Direct calendar integration
- Transcript of every conversation
- Fallback mechanism to ensure 99.9% uptime
- Specifically trained on your business details with access to information in real time
Custom Tools & Integrations
- Connect to any platform and CRM via Zapier, N8N, and Make.com
- Connect to any knowledge base and source of verifiable data
- Your AI Agents have access to the internet in real time
- Autonomously switch between channels, voice, text, and email
- Build LIVE Chat Agent, Social Media DM Agent, Texting Agent, Inbound Voice Assistant, Outbound AI Voice Assistant With One SINGLE prompt
Website Features
- Drag & Drop Funnel & Website Builder
- Built-in Form & Survey Builder
- Booking Calendar Integration
- Live Chat Widget
- Blog + SEO Settings
- Unlimited Domains
- Custom Thank You Pages
- Built-in Analytics
- Popups & Exit Intent Offers
- Google & Facebook Pixel Support
Automation Features
- Visual Workflow Automations
- Smart Triggers & Tags
- Email & SMS Sequences
- Lead Nurturing Campaigns
- Pipeline & Task Automation
- Missed Call Text Automation
- Drip Campaigns
- Automated Review Requests
- Zapier + Webhook Integration
- Auto-assign Leads to Team
Complimentary Extras
- Mobile App Access
- AI-Powered Email Writer (Beta)
- Built-in Reputation Manager
- AI Chatbot (Optional Add-on)
- Facebook Lead Ad Integration
- Appointment Reminder System
- Stripe & PayPal Integration
- Custom Dashboards
- CRM Setup Support
- One-on-one onboarding experience
- Pre-built agents to save you time
- Full documentation and step-by-step walkthroughs
- Ongoing Support
No Contracts – Cancel Anytime
Why Do We Require Demos
We require a quick demo before setup so we can tailor AI Receptionist Accounting to your firm’s unique needs. This allows us to ensure your systems integrate seamlessly, assign a specialist familiar with accounting workflows, and customize your AI assistant to handle everything from client intake to tax consultation scheduling. It’s the fastest way to deliver real results from day one.
Testimonials & Reviews
Join Hundreds of Accounting Firms Using AI Receptionist
Discover why accountants, CPAs, and bookkeeping professionals across the country trust AI Receptionist Accounting to streamline client communication, reduce admin tasks, and book more consultations.
Power Your Accounting Firm with AI
Effortlessly handle client calls, schedule tax consultations, and automate follow-ups with our AI Receptionist — no coding or extra staff required. Unlock missed revenue, reduce admin workload, and deliver a professional experience 24/7.
Frequently Asked Questions
We manage all the complexity in the background so your AI Receptionist sounds professional, natural, and executes the right actions across your accounting tech stack – like CRM updates, appointment scheduling, and client intake – without missing a beat.
What is AI Receptionist Accounting?
AI Receptionist Accounting is an intelligent, all-in-one conversational AI platform designed for accountants, bookkeepers, and financial consultants. It handles calls, texts, and web chats across channels like SMS, Facebook, WhatsApp, Instagram, and live website chat. It supports both inbound and outbound communication and automates routine tasks like:
- Answering calls and messages
- Qualifying leads
- Booking tax consultations or financial review sessions
- Sending follow-ups via SMS or email
- Logging notes and updating CRMs in real time
Whether you’re running a solo CPA practice or managing a multi-office accounting firm, this AI-powered solution improves client responsiveness, boosts conversions, and saves hours of admin work each week.
How is AI Receptionist Accounting different from other AI platforms?
We’re the first AI platform purpose-built for service-based industries—combining voice and chat in one seamless AI assistant. That means your assistant can call, text, and email clients while remembering the context of prior interactions, ensuring continuity across every touchpoint.
Can I customize AI Receptionist Accounting to fit my firm’s workflow?
Yes—100%. You can use our no-code tools to build custom voice and chat workflows tailored to how your firm operates. Add automations for:
- Appointment scheduling with your calendar
- Automatic follow-ups for document requests
- SMS alerts for client onboarding
- CRM updates with client details or tax deadlines
Our AI understands the language of accounting—from “quarterly filing” to “P&L summaries”—ensuring natural, professional interactions every time.
We already have staff. Why use an AI receptionist?
Think of AI Receptionist Accounting as your 24/7 virtual assistant. It doesn’t replace your staff—it frees them. It handles:
- Overflow calls during tax season
- After-hours inquiries
- Missed calls and voicemails
- FAQ responses (e.g., “What’s your hourly rate?”, “Do you do S-Corp returns?”)
This means your team can focus on value-added client work while the AI takes care of routine conversations and lead nurturing.
What if the AI assistant says something off-brand?
You’re always in full control. You set the tone, conversation flows, fallback responses, and escalation rules. The AI won’t go off-script. Plus, you can create rules like:
- Escalate if a client sounds frustrated
- Transfer if it’s a complex financial query
- Use formal tone for corporate clients
What if the AI doesn’t understand a client?
Our system is built to handle confusion gracefully. If it gets stuck, it can:
- Ask for clarification
- Offer alternate questions
- Escalate to your team
- End the call with a polite, branded fallback message
It ensures your clients always get a smooth, respectful experience—even when the AI hits a snag.
Can it filter spam and voicemails?
Absolutely. AI Receptionist Accounting includes:
- Voicemail detection
- Spam call filtering
- Call routing based on call type or sentiment
This is especially useful for accounting firms that run outbound campaigns during tax season or follow up on corporate renewals.
Can I use my own voice or brand tone?
Yes. Choose from 100+ AI voices or clone your voice using integrations like ElevenLabs. Whether you want your AI to sound professional, warm, or multilingual (English, Spanish, French, etc.), we’ve got you covered.
What are AI voice agents?
AI voice agents are intelligent virtual assistants powered by speech recognition and natural language processing (NLP). They can:
- Answer accounting-related calls
- Schedule consultations
- Collect new client details
- Handle billing or refund inquiries
- Route calls or escalate based on urgency
It’s like having an always-on receptionist who never takes a break.
What can AI Receptionist Accounting do?
Here’s just a sample of what it automates:
- Appointment booking and reminders
- Lead qualification and call routing
- SMS follow-ups after discovery calls
- Emailing onboarding forms
- Updating your CRM with call summaries
- And more—with over 15+ automation functions
What powers an AI voice agent?
An AI voice assistant uses:
- ASR (Automatic Speech Recognition): Converts spoken words to text
- LLM + NLU (Language Understanding): Determines what the user wants
- Logic Manager: Decides the next step or response
- Neural TTS (Text-to-Speech): Delivers lifelike responses back to the caller
All this happens in milliseconds, so conversations feel real and natural.
How long does setup take?
You can go live in under 10 minutes. Choose a pre-built accounting template, connect your calendar and CRM, and launch. No coding. No complexity. Everything’s built for accountants, tax pros, and financial teams.
How well does it scale?
Whether you’re taking 10 calls a day or 10,000 during tax season, the system is built to scale effortlessly. It’s ideal for:
- Multi-location practices managing large call volumes
- Solopreneurs who want help after-hours
- Bookkeeping firms automating intake
Who should use this?
- Accountants & CPAs
- Tax consultants
- Virtual CFOs
- Payroll providers
- Bookkeepers
- Financial advisors
- Multi-location accounting firms
- Agencies serving financial clients
Do you offer onboarding and training?
Yes! Every plan includes onboarding, video tutorials, and access to live chat support. We’ll help you go from demo to fully deployed in no time.
Can I manage multiple accounts or locations?
Yes—our system supports subaccounts. Whether you operate under multiple brands or manage accounting clients as a white-label reseller, you can handle it all from one dashboard.
What if I’m not technical?
No worries. AI Receptionist Accounting is built for non-tech users. Just log in, choose your template, and launch. We’ve handled all the backend magic.