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Backed by YCombinator

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Backed by YCombinator

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Backed by YCombinator

Twine: AI for CPAs and Finance Firms

You're an accountant. You're a master of tax codes, investment strategies, and long-term financial planning—not a receptionist. But when a new client calls, they're ready to give you their business. Missing those calls means losing out on real revenue. 


Twine instantly messages clients when you miss their call, learns what they need, and gets them booked on your calendar—without you lifting a finger.



You're an accountant. You're a master of tax codes, investment strategies, and long-term financial planning—not a receptionist. But when a new client calls, they're ready to give you their business. Missing those calls means losing out on real revenue. 


Twine instantly messages clients when you miss their call, learns what they need, and gets them booked on your calendar—without you lifting a finger.



You're an accountant. You're a master of tax codes, investment strategies, and long-term financial planning—not a receptionist. But when a new client calls, they're ready to give you their business. Missing those calls means losing out on real revenue. 


Twine instantly messages clients when you miss their call, learns what they need, and gets them booked on your calendar—without you lifting a finger.



Text Twine: (415) 423-0877

Twin Dashboard
Twin Dashboard
Twin Dashboard

Why Missed Calls Hurt Your Finance and Accounting Business

In finance & accounting, trust starts with fast communication. Missing calls means losing potential business to another accountant. Whether it’s tax season, year end reports, or urgent investment advice, getting back to clients and never missing a call matters.

How Twine Helps Finance and Accounting Businesses

With Twine, you’re never “too busy to answer.” If you miss a call, Twine sends a friendly text within seconds. It asks simple questions to understand the client’s needs and then books the meeting on your calendar. You get a notification each time, so you’re always informed and ready for the next step.

Respond

Responds to missed calls & texts instantly

Responds to missed calls & texts instantly

Book

Books appointments to your calendar

Books appointments to your calendar

Available

Works 24/7, even weekends and holidays

Works 24/7, even weekends and holidays

Integrate

Integrates with your existing phone system

Integrates with your existing phone system

Features Built for Finance and Accounting Businesses

Smart Text Response
Twine immediately texts the client, finds out what they need, and schedules a meeting without any delay.


Calendar Integration
Syncs with Google Calendar, Outlook, and popular accounting software so there’s no double booking.


Instant Follow-Up
Keeps leads engaged with quick, professional replies that build trust.


Text Payment Collection
Collect consultation fees or retainers by text, making it faster to get paid.


Multi-Channel Support
Captures leads from calls, website forms, live chat, and Google Local Services Ads.


Live Dashboard
See all conversations, bookings, and payments in one easy to use dashboard.

Why Finance and Accounting Businesses Choose Twine

Fast Response Wins Clients
Research shows that most clients hire the first law firm that replies to them. Twine helps you be first.


After-Hours Support
Legal issues happen at all hours. Twine responds instantly, even if the call comes in the middle of the night.


More Time for Legal Work
Twine handles intake and follow-ups so your staff can focus on legal tasks and billable hours.

Increase Consultations

Get Started in Three Steps

Setup takes less than 15 minutes:

  1. Set your availability and personalize your messages

  2. Start capturing leads right away

  3. Setup takes less than fifteen minutes.

Frequently Asked Question

How does Twine handle missed calls for accountants?

When a client calls and you can’t answer, Twine automatically sends a friendly text within seconds. It asks what the client needs, captures their details, and books them directly into your calendar—so you never lose a potential client to a competitor.

How does Twine handle missed calls for accountants?

When a client calls and you can’t answer, Twine automatically sends a friendly text within seconds. It asks what the client needs, captures their details, and books them directly into your calendar—so you never lose a potential client to a competitor.

Will Twine integrate with my existing accounting tools and calendar?

Yes. Twine seamlessly connects with Google Calendar, Outlook, and many popular accounting platforms. This ensures smooth scheduling with no double bookings and keeps all your client interactions in one place.

Will Twine integrate with my existing accounting tools and calendar?

Yes. Twine seamlessly connects with Google Calendar, Outlook, and many popular accounting platforms. This ensures smooth scheduling with no double bookings and keeps all your client interactions in one place.

Is Twine available after business hours?

Absolutely. Twine works 24/7—including evenings, weekends, and holidays—so you never miss opportunities. This is especially valuable during peak times like tax season or year-end reporting.

Is Twine available after business hours?

Absolutely. Twine works 24/7—including evenings, weekends, and holidays—so you never miss opportunities. This is especially valuable during peak times like tax season or year-end reporting.

How long does it take to get started with Twine?

Setup takes less than 15 minutes. You simply customize your messages, connect Twine to your calendar and tools, and you’re ready to start booking clients automatically—even when you can’t pick up the phone.

How long does it take to get started with Twine?

Setup takes less than 15 minutes. You simply customize your messages, connect Twine to your calendar and tools, and you’re ready to start booking clients automatically—even when you can’t pick up the phone.

Can Twine help with payments and booking consultations?

Yes. Twine can send secure payment links by text, making it easy to collect consultation fees or retainers before a meeting. This not only saves time but also builds trust and commitment from new clients.

Can Twine help with payments and booking consultations?

Yes. Twine can send secure payment links by text, making it easy to collect consultation fees or retainers before a meeting. This not only saves time but also builds trust and commitment from new clients.

How does Twine handle missed calls for accountants?

When a client calls and you can’t answer, Twine automatically sends a friendly text within seconds. It asks what the client needs, captures their details, and books them directly into your calendar—so you never lose a potential client to a competitor.

How does Twine handle missed calls for accountants?

When a client calls and you can’t answer, Twine automatically sends a friendly text within seconds. It asks what the client needs, captures their details, and books them directly into your calendar—so you never lose a potential client to a competitor.

Will Twine integrate with my existing accounting tools and calendar?

Yes. Twine seamlessly connects with Google Calendar, Outlook, and many popular accounting platforms. This ensures smooth scheduling with no double bookings and keeps all your client interactions in one place.

Will Twine integrate with my existing accounting tools and calendar?

Yes. Twine seamlessly connects with Google Calendar, Outlook, and many popular accounting platforms. This ensures smooth scheduling with no double bookings and keeps all your client interactions in one place.

Is Twine available after business hours?

Absolutely. Twine works 24/7—including evenings, weekends, and holidays—so you never miss opportunities. This is especially valuable during peak times like tax season or year-end reporting.

Is Twine available after business hours?

Absolutely. Twine works 24/7—including evenings, weekends, and holidays—so you never miss opportunities. This is especially valuable during peak times like tax season or year-end reporting.

How long does it take to get started with Twine?

Setup takes less than 15 minutes. You simply customize your messages, connect Twine to your calendar and tools, and you’re ready to start booking clients automatically—even when you can’t pick up the phone.

How long does it take to get started with Twine?

Setup takes less than 15 minutes. You simply customize your messages, connect Twine to your calendar and tools, and you’re ready to start booking clients automatically—even when you can’t pick up the phone.

Can Twine help with payments and booking consultations?

Yes. Twine can send secure payment links by text, making it easy to collect consultation fees or retainers before a meeting. This not only saves time but also builds trust and commitment from new clients.

Can Twine help with payments and booking consultations?

Yes. Twine can send secure payment links by text, making it easy to collect consultation fees or retainers before a meeting. This not only saves time but also builds trust and commitment from new clients.

How does Twine handle missed calls for accountants?

When a client calls and you can’t answer, Twine automatically sends a friendly text within seconds. It asks what the client needs, captures their details, and books them directly into your calendar—so you never lose a potential client to a competitor.

Will Twine integrate with my existing accounting tools and calendar?

Yes. Twine seamlessly connects with Google Calendar, Outlook, and many popular accounting platforms. This ensures smooth scheduling with no double bookings and keeps all your client interactions in one place.

Is Twine available after business hours?

Absolutely. Twine works 24/7—including evenings, weekends, and holidays—so you never miss opportunities. This is especially valuable during peak times like tax season or year-end reporting.

How long does it take to get started with Twine?

Setup takes less than 15 minutes. You simply customize your messages, connect Twine to your calendar and tools, and you’re ready to start booking clients automatically—even when you can’t pick up the phone.

Can Twine help with payments and booking consultations?

Yes. Twine can send secure payment links by text, making it easy to collect consultation fees or retainers before a meeting. This not only saves time but also builds trust and commitment from new clients.

How does Twine handle missed calls for accountants?

When a client calls and you can’t answer, Twine automatically sends a friendly text within seconds. It asks what the client needs, captures their details, and books them directly into your calendar—so you never lose a potential client to a competitor.

How does Twine handle missed calls for accountants?

When a client calls and you can’t answer, Twine automatically sends a friendly text within seconds. It asks what the client needs, captures their details, and books them directly into your calendar—so you never lose a potential client to a competitor.

Will Twine integrate with my existing accounting tools and calendar?

Yes. Twine seamlessly connects with Google Calendar, Outlook, and many popular accounting platforms. This ensures smooth scheduling with no double bookings and keeps all your client interactions in one place.

Will Twine integrate with my existing accounting tools and calendar?

Yes. Twine seamlessly connects with Google Calendar, Outlook, and many popular accounting platforms. This ensures smooth scheduling with no double bookings and keeps all your client interactions in one place.

Is Twine available after business hours?

Absolutely. Twine works 24/7—including evenings, weekends, and holidays—so you never miss opportunities. This is especially valuable during peak times like tax season or year-end reporting.

Is Twine available after business hours?

Absolutely. Twine works 24/7—including evenings, weekends, and holidays—so you never miss opportunities. This is especially valuable during peak times like tax season or year-end reporting.

How long does it take to get started with Twine?

Setup takes less than 15 minutes. You simply customize your messages, connect Twine to your calendar and tools, and you’re ready to start booking clients automatically—even when you can’t pick up the phone.

How long does it take to get started with Twine?

Setup takes less than 15 minutes. You simply customize your messages, connect Twine to your calendar and tools, and you’re ready to start booking clients automatically—even when you can’t pick up the phone.

Can Twine help with payments and booking consultations?

Yes. Twine can send secure payment links by text, making it easy to collect consultation fees or retainers before a meeting. This not only saves time but also builds trust and commitment from new clients.

Can Twine help with payments and booking consultations?

Yes. Twine can send secure payment links by text, making it easy to collect consultation fees or retainers before a meeting. This not only saves time but also builds trust and commitment from new clients.

Manage your bookings stress-free.

Manage your bookings stress-free.

Manage your bookings stress-free.

Manage your bookings stress-free.

Twine is working to get you more customers, 24/7. Rest easy, knowing that Twine has your back.

Twine is working to get you more customers, 24/7. Rest easy, knowing that Twine has your back.

Twine is working to get you more customers, 24/7. Rest easy, knowing that Twine has your back.

Staff talking

24/7 Service

Answers business inquiries no matter where you are or what time it is.

Staff talking

Bespoke

Twine is infinitely customizable to work with your specific setup.

Staff talking

Bespoke

Twine is infinitely customizable to work with your specific setup.

Staff talking

Payments

Get all of your invoices paid quicker with SMS payments.

Staff talking

Payments

Get all of your invoices paid quicker with SMS payments.