Your Financial Life In A Spreadsheet, Automatically
AI business phone system with 24/7 AI receptionist for US and Canada
Stage
Established
Not given
Founded
Not given
Not given
Based in
US
HK
Pricing model
Not given
Freemium
Pricing
Free 30-day trial, then $99/year or $8.25/month. No ads or hidden fees.
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 Connections
Foundation Template
AutoCat automatic transaction categorization
Hello, Money daily email
Top-Rated Support
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
Data ownership - your data stays in your spreadsheets
Works with familiar tools you already use
Highly customizable spreadsheet templates
No ads, no data sales
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