Personal finance software with budgeting and cashflow forecasting
AI business phone system with 24/7 AI receptionist for US and Canada
Stage
Established
Not given
Founded
2008
Not given
Based in
Not given
HK
Pricing model
Not given
Freemium
Pricing
Not given
Basic $9.99/user/month (annual billing, save 38% from $15.99/month), Professional $17.99/user/month (annual, save 28% from $24.99/month), Enterprise custom quote. AI receptionist included from Professional. All plans include 14-day free trial, unlimited US and Canada calling (fair-use caps: Basic 1,
Key features
Automatic bank feeds from 12,000+ institutions
Multi-currency support
Cashflow forecasting up to 60 years
Custom dashboards
Flexible budgeting
Transaction search and categorization
File management
Net worth tracking
AI assistant integration
What-if scenario planning
24/7 AI receptionist answers calls, understands intent and routes to correct department
Cloud VoIP with HD voice calling and two-way business SMS from one number
HD video meetings and online fax included in all plans
AI transcription and sentiment analysis of calls and voicemails
Multi-level IVR and auto-attendant with nested routing options
Call recording with storage options up to 7 years WORM-compliant
Real-time call analytics and dashboards showing answer rates and performance
Integrations with 3,000+ tools via Zapier and direct CRM connections
Omnichannel contact center with WhatsApp, Instagram, Facebook and Microsoft Teams
Predictive dialer with answering machine detection on Enterprise plan
What makes it different
Forecasting up to 60 years into the future
Flexible, customizable approach to budgeting
AI integration for financial insights
Over 391,000 users globally
User data monetization-free business model
Built AI-first with dedicated 24/7 AI receptionist included from Professional plan
Bundles unified communications and contact center on single platform with one bill
Publishes all pricing and contact center pricing openly without quotes
Operates own wholesale voice network for lower costs without sacrificing quality
No hidden fees: all regulatory charges and STIR/SHAKEN bundled in published price
DialPhone