7-day free trial · from $99/mo
A virtual receptionist gives small financial advisors and accountants a professional front desk without the payroll. Nicole is an AI virtual receptionist: no shifts, no hold music, no sick days — every call answered the same way, every time.
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.
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
Growth
⭐ MOST POPULAR$199/month
$199 one-time setup fee
500 AI minutes/month
7-day free trial · Cancel anytime
Extreme Pro
EXTREME PRO$299/month
$299 one-time setup fee
1,000 AI minutes/month
7-day free trial · Cancel anytime
7-day free trial on every plan · Cancel anytime · No contracts
Compare all plans →Or call (415) 413-5576A traditional virtual receptionist is a remote person, usually billed per minute with limited hours. An AI virtual receptionist like Nicole answers instantly 24/7 at a flat monthly price.
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.
No. You forward your existing number to Nicole — all the time, after hours, or only when you don't pick up.
Yes. Every plan includes a 7-day free trial. Nothing is charged until the trial ends, and you can cancel anytime.