Leaderboard › Best by use case
Best AI receptionist for professional & financial services
8 of the 34 tools we track name professional & financial services among their best-fit verticals on their own sites. By vendor pages, 6 say they can book appointments, 7 say they do a warm transfer to a person, and 6 mention a free trial or free plan. For accounting, insurance and advisory firms, look at appointment booking, CRM sync and how a caller is handed to the right person.
| Tool | Pricing (as published) | Free trial | Booking | Warm transfer | Key integrations |
|---|---|---|---|---|---|
| Newo.ai AI receptionist (SMB) |
Pay As You Go $0/mo (50 free units once, then $1.75/unit); AI Receptionist $299/mo (200 units/mo, then $1.50/unit); Enterprise custom. 1 unit ≈ one 30s–3 min… | 50 free units, no payment method needed | — | — | Integrations included on all plans (see newo.ai/integrations) |
| Rosie AI receptionist (SMB) |
Professional $49/mo (250 min); Scale $149/mo (1,000 min); Growth $299/mo (2,000 min). 7-day free trial. | 7-day free trial | partial | yes | Zapier, Google Calendar (direct booking on Scale+), website chat (included) |
| Smith.ai AI Receptionist AI receptionist (SMB) |
Free: $0/mo with 25 calls/mo ($3.00/call after). Pro: $150/mo for 75 calls ($2.00/call included rate; volume tiers to 150/300). Enterprise: from $500/mo for… | Free plan: $0/mo with 25 calls/mo | yes | yes | Clio, Zapier, Calendly, HubSpot, Salesforce |
| Upfirst AI receptionist (SMB) |
Starter $24.95/mo (30 calls, $1.50 overage); Premium $59.95/mo (90 calls, $1 overage); Pro $159.95/mo (300 calls, $0.75); Scale $299/mo (600 calls, $0.70);… | 14-day free trial, no credit card required | yes | yes | Google Calendar, Outlook, Clio, Acuity, Calendly, Square, Zapier, CRM via Custom Actions/API |
| Nextiva XBert Phone system / software add-on |
$99/month per 100 interactions, then $0.99 per interaction. Standalone or add-on. 30-day money-back guarantee. | 14-day free trial; 30-day money-back guarantee | yes | yes | Nextiva platform, calendar, CRM (stated) |
| RingCentral AI Receptionist Phone system / software add-on |
Standalone from $49/mo (100 min included); add-on to RingEX from $39/mo + $30/mo RingEX Core (100 min included). Overage $0.50/min, billed in 30-second… | 14-day free trial (standalone or RingEX add-on) | yes | yes | Salesforce, HubSpot, Zoho, Google/Outlook calendars, RingEX |
| Abby (Abby Connect) Human or hybrid |
Starter $164/mo (50 Abby Minutes); Essential $329/mo (100); Professional $599/mo (200); Growth $1,380/mo (500); Enterprise on request. 1 Abby Minute = 1 human… | 7-day free trial; 30-day money-back guarantee; no setup fee | yes | yes | 1000+ integrations (stated), Calendly (human scheduling), AbbyGO app |
| Ruby Receptionists Human or hybrid |
Live receptionist plans: $250/mo (50 min); $395/mo (100 min); $720/mo (200 min); $1,725/mo (500 min). Chat-only: $143 / $335 / $520 for 10 / 30 / 50 chats;… | — | yes | yes | Clio, 8am MyCase, Filevine, Lawmatics, Law Ruler, Rocket Matter, HubSpot, Salesforce, Zoho, Keap, Follow Up Boss,… |
How we pick
Order: by tool type (AI receptionists for SMBs first, then phone-system add-ons, industry-specific tools, human or hybrid services, and developer platforms), then alphabetically by name. This is not a ranking or a score; we have not published call-test results yet.
Every value comes from the vendor's own website (see each tool page for source URLs, last checked 2026-10-21). A dash or "Not published" means we could not confirm it there. Pricing changes, so verify on the vendor site. Full methodology.