AI bots for accountants
Appointment confirmations and reminders for accountants
If you run a small accounting firm with around 80 monthly clients, you've probably seen it: clients send receipts and bank statements late, in every format. This appointment reminder bot takes that job off your plate. Confirmations and reminders by WhatsApp or SMS, with one-tap confirm or reschedule.
The problems it takes off your list
Clients send receipts and bank statements late, in every format. Nobody at a small accounting firm with around 80 monthly clients signed up for that part of the job, and the appointment reminder bot handles it.
What it looks like in practice
Say you run a small accounting firm with around 80 monthly clients. A client booked a meeting two weeks ago and has forgotten about it. The day before, they get a WhatsApp reminder with the time and address. They reply "can we do Friday instead", the slot moves in Karbon, and the original time is free for someone else.
How it works for accountants
Step by step, this is what the appointment reminder bot does with your clients.
- A new meeting appears in Karbon.
- The client gets a confirmation straight away.
- A reminder goes out a day before, and again a few hours before if you want.
- They reply to confirm, cancel or ask to move it.
- Changes update Karbon and you get a short daily summary.
Tools it connects to
It plugs into the tools accounting firms already use, such as Karbon and Calendly, and runs on WhatsApp Business API, Twilio and n8n.
Questions from accounting firms
Does the appointment reminder bot work with Karbon?
Often, yes. Before building the appointment reminder bot I check your Karbon account and plan, because some features depend on API access. If there's a gap for your accounting setup, you'll know before you pay anything.
How is client data handled?
For the appointment reminder bot, data stays in your own accounts where possible, and each step only gets the details it needs. We go through your rules, such as HIPAA or GDPR, before I build anything, and confirm the setup with your compliance adviser if you have one.
What happens if something breaks?
The appointment reminder bot sends you an alert when a step fails, so it never fails quietly in the middle of a busy week. You can fix small things with the notes I leave, or add the care plan at $49 a month and I'll handle it.
Want this for your accounting business?
Tell me how your accounting business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built