Stworzone z myślą o księgowych i księgowych
Most enquiries to an accounting firm are the same handful of questions — deadlines, fees, what documents to send, whether you work with limited companies. FastBots learns your firm's services and process once, then answers those questions on your website day or night. When a question needs real judgement, your team can step in through live chat.
Providing AI Chatbots to Trusted Brands Around The World
Szybkie odpowiedzi
An accountant chatbot is a website assistant trained on your firm's own information — services, fees, deadlines, onboarding steps and FAQs. It answers prospective and existing client questions in plain English, captures new-client enquiries, and passes anything sensitive to a real person on your team.
General questions about your services, pricing tiers, what documents you need, key tax deadlines, software you support and how onboarding works. It won't give specific tax, VAT or accountancy advice — it sticks to your firm's information and routes anything that needs professional judgement to a team member.
No. It handles the repetitive enquiries that interrupt focused work — pricing, document checklists, deadline reminders — so your team spends time on real client work. When a conversation needs human judgement, live chat on the Business plan lets someone take over the same chat.
Most firms have a working chatbot in under an hour. Point it at your website, add a few PDFs or onboarding documents, write a short instruction about tone and what not to answer, then paste one line of code on your site.
Dlaczego FastBots?
Prospects often research accountants in the evening. The chatbot answers questions about services, fees and onboarding at 9pm so the enquiry isn't lost to a competitor by morning.
When someone asks about switching accountants or starting a limited company, the bot collects their name, email, business type and a short brief — so your team isn't starting from zero on the call.
Clients constantly ask what to send for self assessment, year-end accounts or VAT. The bot walks them through the list you've trained it on, so less time is spent chasing.
Trained on your own deadline summaries, the bot can tell visitors when self assessment, corporation tax or VAT returns are due — without giving regulated advice on their specific situation.
On the Business plan and above, live chat lets a team member take over the same conversation when a prospect has a more involved question or wants to discuss fees properly.
FastBots is a chatbot first, but with Zapier or Make connected it works more like an AI agent — gathering business type, turnover band and contact details, then pushing that into your CRM or spreadsheet once the chat ends.
You decide what sources it can use. Trained on your website and uploaded documents only, it won't invent fee quotes or guess at HMRC rules — it points clients to the team for anything outside its remit.
On the Business plan, the bot can answer incoming emails using the same training — useful for the repetitive 'what do you need from me?' messages that flood the inbox in January.
Rzeczywiste sytuacje
Visitors ask about self assessment, limited company packages or bookkeeping fees. The bot shares your published pricing and offers to book a call for anything custom.
Explains your switching process — professional clearance, requesting records, onboarding timeline — and captures the prospect's current accountant and business details.
Confirms whether you work with Xero, QuickBooks, FreeAgent or Sage based on what you've told it, without claiming a native integration you don't have.
With file uploads turned on, prospects can send a recent set of accounts or an ID document during the chat — useful for kicking off onboarding before the first call.
Handles the January wave of 'when do you need my information?' and 'have you received my docs?' style questions, freeing your team for the actual returns.
Answers whether you offer VAT registration, MTD filing or monthly payroll, and what's included — then captures the enquiry if the prospect wants a quote.
Quietly collects evening and weekend enquiries with a clear next step, so prospects feel handled even when the office is closed.
A private chatbot trained on your firm's procedures, fee policy and onboarding checklists — useful for junior staff who'd otherwise interrupt a senior.
Wypróbuj za darmo
Sound Like It Would Save Your Team A Few Hours A Week?
Bezpłatny plan, bez karty kredytowej. Stwórz swojego pierwszego chatbota w kilka minut.
Konfiguracja
Drop in your domain and FastBots crawls your service pages, fee guide and FAQs. Add any PDFs, onboarding packs or Google Docs you want it to read.
Głos Izby Reprezentantów
Calm, professional and plain English. Answer from the firm's website and documents only. Never give specific tax, VAT or accountancy advice — for anything that needs professional judgement, offer to pass the question to a qualified accountant on the team.
Tell it to stay calm, professional and never give specific tax advice. Set a fallback message like 'one of our accountants will follow up' for anything outside scope.
Copy the embed snippet into your website — WordPress, Squarespace, Webflow or custom HTML. The chat widget appears in the corner, ready for client questions.
Rzetelne porównanie
Most firms weighing this up have already tried a generic contact form, an outsourced answering service, or simply letting evening enquiries pile up in the inbox. Here's how an accountant chatbot trained on your own content compares.
FastBots Od 39 USD miesięcznie | Usługi sekretarskie Per-call or monthly | Tylko formularz kontaktowy Bezpłatny | |
|---|---|---|---|
Odpowiedzi na pytania dotyczące usług i opłat From your own pricing and service pages | Tak trained on your site | Reads a script, escalates the rest | No — visitor waits for email |
Dostępne przez całą dobę, siedem dni w tygodniu W tym wieczorami i w weekendy | Tak | Often office hours only | Form goes to inbox |
Captures Structured Enquiries Name, business type, brief | Yes, with custom lead form | Tak, wykonane telefonem | Podstawowe pola formularza |
Human Takeover In Same Chat Live chat on Business plan and up | Yes, on Business plan | Call gets transferred | No, switches to email |
Knows Your Onboarding & Documents From PDFs and website | Tak trained on your content | Only what's in the script | —Nie |
Cost Model What you actually pay | Flat monthly from $39 | Often per-call charges | Free, but slow follow-up |
Porównanie przedstawia typowe alternatywy. Inne narzędzia mogą się różnić — przed podjęciem decyzji zawsze sprawdź aktualne ceny i funkcje.
Wypróbuj za darmo
Build A Bot For Your Firm On The Free Plan First
Bezpłatny plan, bez karty kredytowej. Stwórz swojego pierwszego chatbota w kilka minut.
Świetny dzień! Korzystamy z tego oprogramowania dopiero od niedawna, ale już dzisiaj pomogło nam zdobyć pierwszego potencjalnego klienta. Jestem pod ogromnym wrażeniem możliwości tego oprogramowania. Dziękujemy!
Masz pytania?
Najczęściej powtarzające się pytania przed rejestracją drużyn. Jeśli nie znalazłeś odpowiedzi na swoje pytanie, nasz zespół obsługi klienta odpowie w ciągu kilku godzin w dni robocze.
No, and we don't recommend setting it up to. FastBots is positioned as an information and intake tool — it answers questions about your firm's services, process, pricing and what documents you need. For anything that depends on a client's specific circumstances, it should route the question to a qualified accountant on your team.
Not as a native data integration. The bot can confirm that your firm works with Xero, QuickBooks, FreeAgent or Sage if you've trained it on that, but it doesn't pull client data from those tools. For sending captured leads into a CRM or spreadsheet, Zapier or Make workflows handle that once the chat ends.
Yes, if you turn on file uploads. Supported types include PDFs, Word documents, CSVs and common image formats — useful for receiving a recent set of accounts or an ID document at the start of onboarding. Anything sensitive should still follow your normal secure-document process.
No. The goal is to absorb the repetitive enquiries — fees, deadlines, document checklists — that interrupt focused work. Your admin team still handles the conversations that need judgement, and live chat lets them step into any chat that needs a human touch.
It can't book directly into a calendar mid-conversation. What it can do is capture the request — preferred date, business type, what the prospect wants to discuss — and send it to your team by email or into your scheduling tool through a Zapier or Make workflow. You can also share your existing booking link in the chat.
On the Business plan and above, live chat lets your team claim a conversation when the bot can't answer or the visitor asks for a person. They see the full chat history, reply in real time, and you set availability hours so it's only offered when someone's around. Outside those hours, the bot collects details for follow-up instead.
You control the knowledge sources. Train it on your website and approved documents only, write a clear custom instruction telling it to stick to firm-specific information, and set a fallback message for anything it doesn't know. You can also review chat history and the Knowledge Assistant flags questions the bot couldn't answer well.
The bot is most useful in January, when the same questions arrive constantly — 'have you received my docs?', 'what do you need from me?', 'when's the deadline?'. Trained on your process and document checklist, it answers most of these on its own and captures the rest as enquiries for your team to triage.
The free plan covers 1 chatbot and 50 messages a month — enough to build and test a bot for your firm. Paid plans start at $39/month for the Essential plan. Live chat, email replies and auto-retraining come in on the Business plan at $89/month.
Yes, in a layered way. FastBots is an AI chatbot first, but with live internet search turned on or a Zapier or Make workflow connected, it behaves more like an AI assistant — gathering details across a conversation, deciding when to escalate, and pushing the captured information into your CRM or onboarding tool once the chat ends. It doesn't take live actions like booking or invoicing mid-conversation.
Start on the free plan, point it at your website, and see how it handles your most common client questions before paying a penny.
