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Ruby
US-based live receptionist service for CPAs and tax professionals whose AI assists receptionists with answers, transcripts and spam filtering.
| What the AI does | Call Nav AI assistant feeds receptionists business-specific answers; AI call and voicemail transcripts; AI sentiment analysis; AI robocall filtering (AI supports humans, does not answer calls) |
|---|---|
| Who it serves | Solo practitioners, Small CPA firms, Tax offices |
| Starting price | $250/mo (50 min) |
| Pricing model | Per month flat |
| Free trial | Not stated on the vendor site |
| Best fit | Solo practitioner, Small firm |
| Category | Client Communication, Portals & AI Receptionists |
| Works with | Calendly, Clio, Zapier, HubSpot, Salesforce, Google Calendar, Google Voice, Microsoft Teams, Slack, Zoho, Nextiva, Grasshopper, Monday.com, Zendesk, Keap |
| SOC 2 | Not stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
Ruby is listed as a fit for solo practitioners and small firms, and the vendor names solo practitioners, small CPA firms 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
Ruby starts at $250/mo (50 min), per month flat. Ask the vendor about a trial when you reach out.
Good to know
Ruby is a US-based live receptionist service whose financial-services page is written to CPAs, tax professionals and advisors, and its AI works behind the receptionist rather than on the phone: Call Nav feeds them answers about your firm, calls and voicemails come back as AI transcripts with sentiment insights, and AI filters robocalls — all included in every plan. Plans run $250/mo for 50 receptionist minutes, $395 for 100, $720 for 200 and $1,725 for 500, with managed live chat from $143 and no setup or activation fees. 24/7 bilingual answering, appointment booking and a Ruby app to change handling instructions.
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