AI for Accounting Practices

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Rosie

AI phone answering service that picks up an accounting firm's calls 24/7, screens callers, takes messages and books consultations.

Visit heyrosie.com

What the AI doesAI answering agent: answers FAQs, Smart Message Taking, caller screening, appointment booking or texted booking links, warm/live transfers, spam filtering, AI call summaries and transcripts
Who it servesSolo practitioners, Small CPA firms, Bookkeeping practices, Tax offices
Starting price$49/mo (250 min)
Pricing modelPer month flat
Free trialYes
Best fitSolo practitioner, Small firm
CategoryClient Communication, Portals & AI Receptionists
Works withZapier, Google Voice, Google Business Profile, Shopify
SOC 2Not stated on the vendor's site
Checked2026-10-29, against the vendor's own page

Who it's for

Rosie is listed as a fit for solo practitioners and small firms, and the vendor names solo practitioners, small CPA firms, bookkeeping practices and tax offices on its own site. The job it gets hired for: answering the phone, collecting what clients owe you and keeping every message and file in one secure place.

What it costs

Rosie starts at $49/mo (250 min), per month flat. There is a free trial.

Good to know

Rosie's accounting page is written to accounting firms — tax prep, bookkeeping, payroll and audits — and its AI answering agent gathers the caller's service, urgency and timing, asks custom intake questions such as business size and bookkeeping software, flags urgent matters by text and books consultations. Professional is $49/mo for 250 minutes with two custom message scenarios and texted appointment links; Scale is $149 for 1,000 minutes and books straight onto your calendar with warm transfers; Growth is $299 for 2,000 minutes with custom agent training. Website chat is free with every plan, calls run in English and Spanish, and there's a 7-day trial.

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