For accounting and consulting firms
Discovery calls booked, even in your busiest season.
BoltAssist is an AI receptionist that answers your firm's calls, explains your services and books discovery calls and consultations into your team's availability. It never gives tax, accounting or investment advice, and callers who need an advisor personally leave a callback request with their details and reason.
The 3-day Experience is free: 30 AI minutes, no credit card.
Hear BoltAssist in action
Talk to the AI receptionist of Northstar Advisory, a sample accounting and advisory firm we made up for this demo, right here in your browser. It isn't set up for your firm, it gives no tax or financial advice, and nothing is really booked or sent.
Try asking
- “Do you do bookkeeping for small businesses?”
- “Is the discovery call free?”
- “Do you have anything Thursday morning?”
Client work and ringing phones don't mix.
New business enquiries arrive at the same time as deadlines, and most first calls are about services, fees and availability.
- Advisors get pulled out of client files and meetings to answer routine questions.
- Business owners call after their own workday ends, when your office is closed.
- Your team repeats the same answers about services, starting fees and documents to bring.
- Messages left in voicemail don't say what the caller needs, so follow-up takes longer.
What changes for your firm
Discovery calls and consultations booked
Books, reschedules and cancels discovery calls and consultations into your team's availability and office hours.
Service questions answered
Explains your services, starting fees and what to bring, exactly as you've set them up. It never gives tax, accounting or investment advice.
New business clients, ready to go
A prospective client leaves the call with a booked discovery call or a callback request with their details and reason.
A callback instead of voicemail
When a caller needs an advisor personally, it takes their details and reason, so the right person calls back prepared.
Clients know when to come in
A text confirmation at booking and a reminder before each appointment.
Your clients' language
Continues in the caller's language, where that language is supported.
A person when it matters
Transfers a caller to an advisor or your front desk when a person is needed.
Starter and aboveThe right team for the request
Sends tax, bookkeeping, payroll and advisory calls to the people who handle them.
Starter and above
How it works
Set up your firm
In Mission Control, add your services, advisors, meeting types, starting fees, hours and policies.
Try it free in your browser
Talk to your receptionist during the 3-day Experience and refine its answers.
Activate and connect your number
Choose a plan, then connect a new BoltAssist number or forward your existing number through your phone provider.
Find the right BoltAssist plan for your business
Estimate your AI receptionist needs in seconds.
Estimated monthly AI minutes
240
An illustrative estimate based on 30 days, not a guaranteed usage amount.
Recommended for you
StarterUS$199 USD/ month
300 AI receptionist minutes included each month
Why it fits
- Includes 300 minutes, enough for your estimate of 240.
- Covers one location and one business number.
- The lowest-priced plan that meets everything you selected.
3-day Experience first — no card
Compare plans
The right plan depends on your call volume, the capabilities you need and your number of locations. Every plan starts with the free 3-day Experience.
Essential
US$99 USD/ month
- 150 AI receptionist minutes
- 1 location · 1 business number
- No live transfers, call routing or waitlist — callers get a callback request instead
- Additional minutes at US$0.60 USD per minute
- Matches your estimate
Starter
US$199 USD/ month
- 300 AI receptionist minutes
- 1 location · 1 business number
- Live call transfers and department or person routing; waitlist
- Additional minutes at US$0.50 USD per minute
Growth
US$349 USD/ month
- 600 AI receptionist minutes
- Up to 2 locations · Up to 2 business numbers
- Live call transfers and department or person routing; waitlist
- Multi-location routing, with minutes shared across locations
- Additional minutes at US$0.45 USD per minute
Business
US$549 USD/ month
- 900 AI receptionist minutes
- Up to 3 locations · Up to 3 business numbers
- Live call transfers and department or person routing; waitlist
- Multi-location routing, with minutes shared across locations
- Additional minutes at US$0.40 USD per minute
Additional minutes are charged at the plan's per-minute rate only when additional-usage billing applies to your account, and never above the monthly spending limit you choose when you activate.
Four or more locations, or more than the standard plans include? Talk to us about a Custom plan.
The Experience
Try your own receptionist free for 3 days.
Set it up with your firm's services, hours and policies, then talk to it in your browser: 30 AI minutes in total, no credit card and no phone number needed, with Essential features during the evaluation. It never turns into a paid plan on its own.
The receptionist you configure during your Experience is the same receptionist you keep when you activate your subscription. It doesn't answer your firm's live calls during the Experience. After you activate, connect a new BoltAssist number or forward calls from your existing number to your BoltAssist number through your phone provider. Your existing number stays with your provider, and the same receptionist answers your live calls with your plan's features.
- Length
- 3 days
- AI minutes, in total
- 30
- Credit card
- Not required
- How you try it
- In your browser
- Phone number changes
- None needed
Questions from accounting and consulting firms
No. BoltAssist answers office questions from what your firm sets up, such as services, starting fees, hours and what to bring. It never gives tax, accounting, legal or investment advice, and it never promises a refund, a result or a final fee. Callers with those questions are offered a consultation or a callback.
Have questions? Let's talk.
Send us a message and we'll reply by email, or ask for a callback.
Prefer a conversation? Request a founder's demo.
Hear it for yourself.
Talk to the live demo, then set up your own firm's receptionist free for 3 days.