Your Client Pipeline, Automated Never Miss a Lead
Deploy a fully managed AI assistant for your accounting firm in 48 hours. It qualifies leads, books consultations, and answers client questions around the clock.
From Purchase to Live in 6 Simple Steps
You spend minutes on onboarding. We handle everything technical.
Select the plan that matches your firm size and monthly lead volume.
Complete a short form with your services, ideal client profile, FAQs, and qualification rules.
Authorize the integrations you want, like your Google Calendar, in one guided flow.
Our team sets up your assistant and automations on secure cloud infrastructure.
You test with real scenarios and confirm final behavior before launch.
We publish your assistant and monitor early conversations from day one.
Everything You Need. Ready from Day One.
Numeral is built specifically for accounting and tax preparation firms.
Intelligent Lead Qualification
Asks prospects about their business needs to ensure they're a good fit before they book a call, saving you hours of wasted time.
Automated Consultation Booking
Syncs with your Google Calendar and allows qualified leads to book a discovery call instantly, directly from the chat.
Instant FAQ Handling
Answers questions about your services, fees, and processes 24/7, providing prospective clients with the information they need to move forward.
Client Onboarding Checklists
Sends an automated email with a list of required documents after a call is booked, so clients come prepared and meetings are more productive.
Lead Trend Analysis
Logs all inquiries, allowing you to track demand for specific services and identify common questions from potential clients.
Human Handoff
If your team is online in the Nextlify dashboard, the AI can instantly hand off the conversation to a live agent — customers never feel abandoned.
The Full Package, Not Just Software
Everything needed to launch, operate, and improve your AI workflow is included.
What you get
Simple, Transparent Plans
Choose the package that fits your monthly volume. Upgrade anytime without downtime.
Starter
One-time setup: $999
- ✓~100 conversations / month
- ✓Up to 5 resources
- ✓Website assistant deployment
- ✓Core integrations setup
- ✓Automated notifications
- ✓Secure shared cloud hosting
- ✓Initial onboarding included
- ×Advanced channel rollout
- ×Multi-channel deployment
Growth
One-time setup: $1,799
- ✓~250 conversations / month
- ✓Up to 15 resources
- ✓Website + additional channel
- ✓Core integrations setup
- ✓Automated notifications
- ✓Secure shared cloud hosting
- ✓Initial onboarding included
- ×Multi-channel deployment
Scale
One-time setup: $2,799
- ✓~500 conversations / month
- ✓Up to 40 resources
- ✓Multi-channel deployment
- ✓Core integrations setup
- ✓Automated notifications
- ✓Secure shared cloud hosting
- ✓Initial onboarding included
A conversation means one complete interaction with a customer. You will receive alerts before reaching your monthly threshold.
30-Day Money-Back Guarantee
If Numeral is not delivered according to the approved onboarding scope within the promised timeline, you receive a full refund.
Common Questions
No. We handle setup, integrations, and launch for you. You only provide business context and approve the final build.
Most deployments go live within 48 hours after onboarding details and required access are completed.
We use our own booking management system which can sync with your Google Calendar for real-time availability. The AI books appointments directly based on the free slots it sees.
Your data is hosted on Nextlify's secure cloud infrastructure with full tenant isolation — it is never mixed with another business's data.
Yes. If your team is available in the Nextlify interface, the AI automatically offers to connect the customer with a live agent. The handoff is seamless and happens within the same conversation.
You receive usage alerts before the limit. You can upgrade at any time without rebuilding your setup.
No long-term lock-in is required. Plans are designed to stay flexible as your business grows.
Yes. If your solution is not delivered as agreed in the onboarding scope, we provide a 30-day money-back guarantee.
Ready to Get Started?
Choose your plan and launch quickly with our team.