AI bots for accountants
Client intake bot for accountants
Here is what the intake bot does for accounting firms. Collects intake details and documents before the first meeting, so you don't ask twice. It's built for one familiar headache: clients send receipts and bank statements late, in every format.
What this fixes for accounting firms
- Clients send receipts and bank statements late, in every format.
- Chasing clients for documents eats the week before every deadline.
What it looks like in practice
Imagine a three-person bookkeeping practice. A new client books a first meeting. They get a link to a short guided form, answer a few questions and upload the documents you need. You open Karbon before the meeting and the summary is already there.
How it works for accountants
Here is how the intake bot runs day to day for accounting firms.
- A new meeting is made.
- The client gets a link to a short guided chat or form.
- It collects details and uploads, and asks follow-ups based on answers.
- Everything is saved to Karbon.
- You get a summary before you meet.
Tools it connects to
It plugs into the tools accounting firms already use, such as Karbon, Dext, Google Drive and HubSpot, and runs on Typeform, OpenAI and n8n.
Questions from accounting firms
Does the intake bot work with Karbon?
It depends on your Karbon plan. Some tools open their data through an API and some keep it locked, so before we start I check what yours allows. If a direct connection isn't possible, I'll say so and suggest a workaround before you pay anything.
How is client data handled?
For the intake 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 will my clients see?
They'll see a short guided form they can finish on their phone before the meeting. I write the wording with you so it sounds like your accounting business, and you approve it before launch.
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