Ask finance questions in plain English and get real answers from your accounting system in seconds
AI chatbot and voicebot platform for automating customer support, lead generation, and business engagement
Stage
Not given
Not given
Founded
Not given
Not given
Based in
US
CA
Pricing model
Freemium
Free trial
Pricing
Free 14-day trial (100 questions). QuickBooks & Xero: $200/month (10 active users), $5/month per additional user. NetSuite: $1,000/month (20 active users), $25/month per additional user. All plans include 2,000 questions/month plus 50 per additional user. Overages: $0.05/question (QuickBooks/Xero),
Not given
Key features
Query accounting data in plain English
Slack, Teams, SMS, and AI tool integrations
Role-based access control
Full audit trail of all queries
Read-only architecture prevents data modification
Real-time data from finance systems
Multi-entity support
Cash flow forecasting with AI
Data encryption in transit and at rest
Web and telephone testing for chatbots and voicebots
Structured prompt engineering dashboard
Built-in bot debugger and LLM model comparison
Customizable bot layout and styling
Modular bot configuration with easy tool switching
Multi-channel engagement through web, SMS, WhatsApp, Messenger and Slack
Revenue attribution tracking with Stripe integration
Lead capture and ticketing tools on paid plans
Human escalation and conversation tracking
What makes it different
Strictly read-only architecture eliminates risk of data modification
No login required for end users
Live in under an hour with free onboarding
Works with three major accounting platforms
Complete AI processor combining chatbots and voicebots in one platform with integrated tracking and attribution
No coding required with modular, easy-to-use configuration for customization and optimization
Direct phone testing capability for voicebots alongside web testing
Extensive customization for brand alignment with color, animations and layout controls