Your AI Assistant That Actually Knows the Numbers
Let clients call or text 24/7 to check balances, view invoices, and schedule appointments—while your team stays focused.
Incoming Call
"What's my current balance?"
SMS Response
"Your balance is $4,250.00"
Voice Call
"Book me an appointment"
Built for Accounting Firms
Everything you need to automate client communication while maintaining full control and security.
24/7 Voice & SMS
Clients call or text anytime. Baxter identifies them by phone number and answers their questions instantly.
QuickBooks Connected
Real-time access to balances, invoices, and payment history directly from your clients' QuickBooks.
Smart Permissions
You control exactly which contacts can access which business data. Full audit trail included.
Calendly Scheduling
Clients can book appointments without back-and-forth. Integrates with your existing calendar.
How It Works
Get up and running in minutes with our simple three-step process.
Connect your integrations
QuickBooks, Twilio, Calendly
Import clients and set permissions
Control who sees what
Share your Baxter phone number
Clients start calling
Ready to stop playing phone tag?
No credit card required. See Baxter in action.