AI-powered treasury management and automated financial workflows for businesses
AI business phone system with 24/7 AI receptionist for US and Canada
Stage
Not given
Not given
Founded
Not given
Not given
Based in
GB
HK
Pricing model
Freemium
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
Connected Banking aggregates 2,000+ bank accounts
Invoice automation with AI-powered OCR
Real-time reconciliation with Xero and NetSuite
Automated workflow builder with templates and AI
Multi-currency accounts in GBP, USD, EUR
FSCS-protected savings accounts
24/7 live support via dedicated Slack channel
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
4x average yield on idle cash vs standard business savings
75% average reduction in invoice processing time
End-to-end automation without implementation months
Real-time audit trails and immutable transaction records
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
Round Treasury
DialPhone