Smart phone system for small businesses with AI call transcripts, summaries, and lead capture
Stage
Not given
Startup
Founded
Not given
Not given
Based in
Not given
US
Pricing model
Freemium
Freemium
Pricing
Free 7-day trial available; subscription plans offered with pricing details available on pricing page
Starter plan with first month for $1, Pro plan with first month for $1, Team plan with first month for $1. Free trial available without credit card required.
Key features
Account aggregation across 13,000+ financial institutions
Automated transaction categorization
Customizable budgeting
Net worth tracking and reporting
Recurring bill and subscription tracking
Investment portfolio monitoring
Financial goal setting and tracking
Partner collaboration and shared accounts
Customizable dashboard and reports
Multi-platform synchronization
Local and toll-free phone numbers
AI-powered call transcription and summaries
Smart call routing and forwarding
Spam call filtering and protection
Team collaboration and shared numbers
Caller ID with contact history
Voicemail transcription
Call recording and searchable transcripts
Mobile app access
CRM integrations
What makes it different
Combines tracking, budgeting, investing and planning in single unified app
No extra cost to collaborate with partner or financial advisor
Connects to more financial institutions than competitors
No ads and data never sold to advertisers
Specifically designed for couples and families
No separate app needed - all features accessible via SMS, email, and web browser
AI assistance without replacing human interaction
Port existing business numbers without interruption
Built specifically for solo operators and service professionals
Professional appearance without IT department or corporate budget
SimpleVox