Home/Solutions/Bookkeeping
For bookkeepers

Bookkeeping inquiries.
While you focus.

You’re focused on client work when another business owner calls for bookkeeping help. Your dedicated JobLock number rings your cell first. If you miss the call, AI answers as your business and texts you the caller’s details.

See How It Works

From $79/month · 2 weeks free · No credit card to start

Example caller requestNo. 0011 · Bookkeeping
  1. 01Your cell rang firstMissed
  2. 02AI answered as your businessCaptured
  3. 03Lead texted to youSent
Caller
Casey Bennett
Callback
(336) 555-0130
Caller’s request
Local bakery needs three months of bookkeeping cleanup before a lender meeting in December; callback after 2 pm
Example text to owner

New lead: Casey Bennett. Local bakery needs three months of bookkeeping cleanup before a lender meeting in December; callback after 2 pm. Callback (336) 555-0130.

When the next call comes in

Cleanup inquiry while you’re on client work.

You’re focused on client work when another business owner calls for bookkeeping help. Catch gives the caller a way to explain the request while you finish the work in front of you.

  1. 01

    Your cell gets the first ring

    Use your dedicated JobLock number on listings and ads. Answer whenever you’re available; AI intake starts only when you miss a call.

  2. 02

    The caller explains what they need

    AI takes their name, callback number, and request. Scope and requested timing are included in the request text when the caller offers them. Address and urgency can be added when supplied.

  3. 03

    You make the next move

    Call Casey to discuss the work and deadline, check capacity, and arrange a secure way to exchange documents if you proceed.

Useful context for your callback

A request you can act on.

A caller can share their business type, bookkeeping need, deadline, and preferred callback time. They should leave out sensitive financial account information. JobLock includes the details they provide in the inquiry sent to you.

Keep the initial request to business type, bookkeeping need, and deadline. Ask callers to leave out account numbers, passwords, tax IDs, and sensitive financial information. Arrange secure document exchange during your callback.

  1. 01

    The essentials reach your phone

    Name, callback number, and what the caller needs arrive by text after AI intake. Your lead dashboard keeps call and text history.

  2. 02

    Your schedule stays yours

    You confirm fit, prices, availability, and appointments. Requested dates are the caller’s preferences until you agree on the work.

  3. 03

    Help when you miss a call

    AI answering is available day and night, within included minutes and service availability. Backup text to callers helps if AI is unavailable or your minutes run out.

Pricing

Catch plans start at $79/mo

Start with 50 AI voice minutes for $79/month. Try it for 2 weeks; the $99 setup fee is charged with your first paid month.

Starter
$79/mo

For the solo operator who misses a few calls a week.

  • Dedicated JobLock number for your listings and ads
  • Rings your cell first; AI answers the calls you miss
  • 50 AI voice minutes / month
  • 150 SMS segments / month
  • Full lead details texted to you
  • Lead dashboard with call and text history
  • Backup text to callers if your minutes run out

$99 one-time setup · Cancel anytime

Most Popular
Pro
$179/mo

For busy owners who miss calls daily.

  • Everything in Starter
  • 150 AI voice minutes / month
  • 500 SMS segments / month
  • Caller-provided urgency flagged on your lead texts
  • JobLock number set up on your listings for you
  • Extra minutes available, only with your OK

$99 one-time setup · Cancel anytime

Business
$329/mo

For higher call volume or two lines of business.

  • Everything in Pro
  • 350 AI voice minutes / month
  • 1,000 SMS segments / month
  • Up to 2 JobLock numbers
  • Priority support from Nathan

$99 one-time setup · Cancel anytime

  • 2 weeks free. No credit card to start.
  • $99 setup, once. Charged with your first paid month.
  • Month-to-month. No contract. Cancel anytime.
  • No surprise overage. Extra minutes only with your OK.
FAQ

Questions from bookkeepers

Put your dedicated JobLock number on your listings and ads. Calls to it ring your cell first. If you miss a call, AI answers using your business name, takes the caller’s name, callback number, and request, then texts you the details. You handle the callback.
A caller can share their business type, bookkeeping need, deadline, and preferred callback time. They should leave out sensitive financial account information. JobLock includes the details they provide in the inquiry sent to you.
Keep the initial request to the business type, bookkeeping need, and deadline. Callers should not share bank account numbers, passwords, tax IDs, or other sensitive financial information. Arrange secure document exchange directly during your followup.
You confirm availability, pricing, and appointments directly with the caller. Catch takes the request and sends you the details for followup.
Yes. Your dedicated JobLock number rings your existing cell first. Calls dialed directly to your cell still go straight to you.
Starter is $79/month with 50 AI voice minutes and 150 SMS segments; Pro is $179/month with 150 minutes and 500 segments; Business is $329/month with 350 minutes and 1,000 segments. The 2-week free trial starts when your number goes live, with no credit card to start. The $99 one-time setup fee is charged with your first paid month. Extra minutes require your approval.

Try Catch on your next missed call.

Nathan sets up your number and tests the call path with you before your number goes live.

Talk to Nathan

Built in North Carolina. Remote setup across the US.