AI bots for accountants
Team knowledge bot for accountants
Here is what the team knowledge bot does for accounting firms. An internal assistant your team can ask about procedures, prices and policies. 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 team member isn't sure about a procedure. Instead of interrupting you, they ask the bot in Slack or WhatsApp. It answers in two lines and links the document it came from.
How it works for accountants
Here is how the team knowledge bot runs day to day for accounting firms.
- I gather your procedures, price lists and policies.
- They're loaded into a private knowledge base.
- Your team asks questions in Slack, Teams or WhatsApp.
- The bot answers and links the source document.
- Questions it can't answer show you what to write down next.
Tools it connects to
It plugs into the tools accounting firms already use, such as Dext and Google Drive, and runs on OpenAI, Supabase and Slack.
Questions from accounting firms
Does the team knowledge bot work with Dext?
It depends on your Dext 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 team knowledge 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 team knowledge 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