7-day free trial · from $99/mo

AI Appointment Setter for Financial Advisors and Accountants

An appointment setter's job is simple: turn a phone call into a booked time. For financial advisors and accountants, Nicole does that around the clock — including evenings and weekends when callers are shopping around and nobody is at the desk.

Hear Nicole — (415) 413-5576Start free trial

How it works for financial advisors and accountants

  • Picks up every inbound call instantly, even several at once
  • Qualifies the caller — what they need, urgency, and location
  • Sets the appointment for consultation bookings and similar requests
  • Sends you a summary so you can follow up in seconds

Calls Nicole handles

Typical advisory practice calls: new client enquiries, consultation bookings, tax-season document questions, existing client callbacks. Advisory work is meeting-heavy, so the phone is unattended for most of the day. Nicole answers professionally in your practice's name, qualifies each enquiry against the clients you actually want, and books discovery calls straight into your calendar.

Simple pricing, no contracts

7-day free trial on every plan · Cancel anytime · No contracts. Start on Starter — $99/month. Growth and Extreme Pro are direct upgrades. Pick the call volume that fits your business.

Starter

STARTER

$99/month

$99 one-time setup fee

250 AI minutes/month

7-day free trial · Cancel anytime

  • AI receptionist
  • Lead capture
  • Message taking
  • FAQ handling
  • Spam protection
  • Custom call instructions
Start Your Free 7 Day Trial

Growth

⭐ MOST POPULAR

$199/month

$199 one-time setup fee

500 AI minutes/month

7-day free trial · Cancel anytime

  • Everything in Starter, plus:
  • Appointment booking
  • More advanced call handling
  • Warm transfers
  • Additional customization
Start Your Free 7 Day Trial

Extreme Pro

EXTREME PRO

$299/month

$299 one-time setup fee

1,000 AI minutes/month

7-day free trial · Cancel anytime

  • Everything in Growth, plus:
  • Advanced call routing
  • Expanded customization
  • Additional business training
  • Priority setup/support
Start Your Free 7 Day Trial

7-day free trial on every plan · Cancel anytime · No contracts

Compare all plans →Or call (415) 413-5576

Frequently Asked Questions

Is an AI appointment setter cheaper than hiring one for my advisory practice?

Usually by a wide margin. A part-time setter costs thousands a month; plans here start at $99/month for 250 minutes, with a 7-day free trial.

Will callers know they're talking to AI?

Nicole sounds natural and answers in your business name. If a caller asks, she's honest that she's an AI receptionist for your business.

Do I have to change my phone number?

No. You forward your existing number to Nicole — all the time, after hours, or only when you don't pick up.

Is there a free trial?

Yes. Every plan includes a 7-day free trial. Nothing is charged until the trial ends, and you can cancel anytime.

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