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Average Ratings 10 Ratings

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features
design
support

Description

At PocketSmith, our team is a vibrant mix of individuals, each with unique perspectives on finances and varying aspirations. This diversity inspired us to create a highly customizable personal finance application that stands apart from the rest. Unlike many money management tools that impose rigid systems, we believe in flexibility and personal choice. Our goal is to empower you to concentrate on your priorities by providing accounting software that is intricately designed to meet your specific needs. You can easily select and combine the features that suit you best, allowing you to craft a personalized solution. As your life evolves, PocketSmith is designed to adapt alongside you. Our profound insight into customer needs enables us to offer a rich, lasting experience that remains relevant over time. We prioritize responsiveness and are dedicated to helping you gain control over your finances. If you ever need assistance or wish to explore more options, we encourage you to reach out. Unlike some free budgeting apps that treat users as products, we remain committed to serving you without compromise.

Description

Smith.ai provides 24/7 virtual receptionist services that combine AI-powered automation with live, North America-based agents to enhance customer interactions. Their services include call answering, lead qualification, appointment scheduling, and payment processing, catering to businesses of all sizes and industries. By integrating with popular CRMs and calendar platforms, Smith.ai ensures seamless workflow management and efficient client communication. The platform leverages AI to improve accuracy and response times while maintaining a human touch for personalized customer experiences. With flexible pricing and scalable solutions, Smith.ai helps businesses streamline operations, boost lead conversions, and improve overall client satisfaction.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

8am LawPay No 
Appointy No 
Apptoto No 
Calendly No 
Capsule No 
Clio No 
Filevine No 
Harmonizely No 
Headnote No 
HubSpot CRM No 
Lawmatics No 
Lead Docket No 
OnceHub No 
PracticePanther Law Practice Software No 
Salesforce No 
Setmore No 
Slack No 
Square Appointments No 
Wealthbox No 
Zapier No 

Integrations

8am LawPay Yes 
Appointy Yes 
Apptoto Yes 
Calendly Yes 
Capsule Yes 
Clio Yes 
Filevine Yes 
Harmonizely Yes 
Headnote Yes 
HubSpot CRM Yes 
Lawmatics Yes 
Lead Docket Yes 
OnceHub Yes 
PracticePanther Law Practice Software Yes 
Salesforce Yes 
Setmore Yes 
Slack Yes 
Square Appointments Yes 
Wealthbox Yes 
Zapier Yes 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Pricing Details

$140/month
$5-7/chat. Live staffed chat plans start at $140/month. Get started risk free. 14-day money-back guarantee.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

PocketSmith

Founded

2008

Country

New Zealand

Website

www.pocketsmith.com

Vendor Details

Company Name

Smith.ai

Founded

2015

Country

United States

Website

www.smith.ai

Product Features

Budgeting

"What If" Scenarios No 
Asset Planning No 
Balance Sheet No 
Capital Asset Planning No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 
Project Budgeting No 
Run Rate Tracking No 
Version Control No 

Product Features

Conversational AI

Code-free Development No 
Contextual Guidance No 
For Developers No 
Intent Recognition No 
Multi-Languages No 
Omni-Channel No 
On-Screen Chats No 
Pre-configured Bot No 
Reusable Components No 
Sentiment Analysis No 
Speech Recognition No 
Speech Synthesis No 
Virtual Assistant No 

Live Chat

Canned Responses Yes 
Customizable Branding Yes 
Geo Targeting Yes 
Offline Form No 
Proactive Chat Yes 
Screen Sharing No 
Third Party Integration Yes 
Transfers / Routing Yes 
Website Visitor Tracking Yes 

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