For bookkeepers + monthly-close accountants
Solo bookkeepers + small practices doing monthly-close + reconciliation + bill-pay for ~20 small-business clients. Distinct from seasonal tax prep — monthly cadence year-round. Variable-hours friendly for chronic-illness solo-ops; recurring-client recognition by phone; QuickBooks / Xero / Wave / FreshBooks question intake.
What your callers hear
“Thanks for calling — are you calling about your books for this month, a question about a specific transaction, or something else?”
Your 20 clients have been with you for months / years. Each calls 1-2× per month with questions on their books. The AI greets them by name ("Hi Sarah, calling about Sunset Bakery's June close?"), knows the usual cadence, and routes the question without making them re-introduce. (Recurring-customer recognition by phone is a known gap raised across multiple personas; see Roadmap.)
Many bookkeepers run home-based + manage chronic conditions (lupus, fibromyalgia, MS, autoimmune). Workaround today: flip Settings → After-hours mode → 'Always take a message' on flare days; the AI honors the change immediately + the daily summary email gives you yesterday's queue when you've got spoons.
Caller says "my QuickBooks shows a duplicate transaction" — the AI captures the platform + screenshot via MMS + the specific issue. Doesn't pretend to know how to fix it on the call; takes a structured message so you can review with the file open.
Most bookkeepers don't do tax prep — you hand off to a CPA partner in Q1. The AI captures the caller's tax-prep inquiries + routes to your designated CPA partner's intake, while staying clear that the AI doesn't represent the CPA.
Captures month-end + quarter-end inquiry patterns (closing reports, P&L questions, reconciliation discrepancies, AP/AR aging questions). Different rhythm than tax-prep's Jan-Apr spike — bookkeepers run year-round monthly.
December-January is your 1099 issuance + W-2 prep season. Caller asks "did you file my 1099s yet?" — the AI captures the question + routes to your end-of-year-checklist message queue.
Cancel anytime + re-subscribe (your number + AI config + booking history preserved). A real pause feature is on the roadmap (see /help). For solo bookkeepers with chronic illness, this matters more than 9-to-5 staffing.
“You're booked, Maria — Carlos will be there tomorrow at 9 with parts for a copper pinhole leak.”
$129/mo if you go month-to-month. Three plans (Starter / Professional / Enterprise), voice cloning included with any active plan, BYO phone number. Most bookkeepers + monthly-close accountants start on Professional for multi-staff routing.
See pricing →Yes. List your scope in onboarding: monthly close, reconciliation, AP / AR, payroll, 1099 issuance — and explicitly NOT tax prep. The AI quotes your scope accurately and routes tax-prep inquiries to either take-a-message OR to your designated CPA partner's intake (if listed). Doesn't accidentally try to answer tax questions you can't legally answer.
Once they've called once with their info captured, yes — the AI greets them by name + knows which client business they represent on every subsequent call. (Full caller-history-DB across all callers from day one is a Roadmap item; multiple personas have asked.)
Workaround today: flip Settings → After-hours mode → 'Always take a message' when you're flaring; revert when you're back. The AI honors the change immediately. A real 'off today' per-day toggle is on the roadmap. See /accessibility → Chronic-illness section for full details + the documented gaps.
$107/mo Starter ÷ 40 calls = ~$2.68/call. For a $50-$200/hr bookkeeper, math is fine if you save 1 hr/month on call triage. ~20 clients with monthly close is a workable fit. If you do <20 calls/month, voicemail is still the right call — we don't have a sub-$50 micro tier yet (multiple low-volume personas have asked).
Pick your bookkeeping services, hours, and voice. Your AI is answering test calls inside 10 minutes.
Get started →