Industries
AI chatbot for accountants and bookkeepers
Accounting firms lose hours to the same fee, deadline and onboarding questions. A grounded chatbot answers them and qualifies enquiries before you call back.
In short
An accountancy chatbot answers fee, deadline, document and onboarding questions from your published pages, then collects enough detail about a prospect for you to quote without a discovery call.
It reduces unpaid admin, not advice — anything specific to a client's situation is routed to you.
Key facts
Key facts
- The most common enquiries are 'what do you charge', 'what do I need to send you' and 'when is the deadline'.
- A sales-mode bot captures business type, turnover band and contact details.
- Never let the bot give tax advice; route those questions to a human.
- Defaltam sales plan: €149/month, support plan €79/month.
Publish your fee structure, even as a range
The firms that get the best results from a chatbot are the ones that publish a starting price. 'From €120/month for a limited company' lets the bot filter out people looking for €20 bookkeeping and gives serious prospects a reason to keep typing.
Qualify before you call
- · Business type and whether they are already trading.
- · Rough turnover band.
- · What they need: annual accounts, payroll, VAT, advisory.
- · Current deadline pressure.
- · Email and phone number.
The hard boundary
A chatbot must never answer 'can I claim this' or anything that depends on a client's records. Configure it to say that this needs a qualified answer and to take their details — which is also the behaviour that protects your professional indemnity.
The product behind this guide
A chatbot trained on your own website, live today
Defaltam builds AI chatbots that read your public pages and answer with your real prices, services and policies. Support is €79/month, Sales is €149/month, both start with a 5-day free trial, and installation is one script tag.
FAQ
Questions people ask about this
Should an accounting firm use an AI chatbot?
Yes, for fees, deadlines, document lists and onboarding questions, and to qualify new enquiries. It should never give tax advice — configure it to hand those questions to a qualified person.
What does the chatbot ask prospective clients?
Business type, turnover band, which services they need, their deadline and their contact details, so you can quote without a discovery call.
Is it compliant to use AI chat on a professional services site?
It is, provided the bot answers only from your published information and refers anything client-specific to a qualified adviser.
How much does it cost?
€79/month for support, €149/month for a sales-focused bot that qualifies enquiries, both with a 5-day free trial.
Related
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AI chatbot plans and pricing →
Support €79/mo, Sales €149/mo, 5-day free trial.
How to add an AI chatbot to your website →
The ten-minute install guide, platform by platform.