For accountants and bookkeepers
Clients ask the same questions about deadlines, fees and what to send. Your bot answers them from your own pages, collects new-client enquiries and passes anything needing advice to your team.
Example conversation. Your bot answers from the content you give it.
Providing AI Chatbots to Trusted Brands Around The World
What it does for you
Most client questions come at three moments. FastBots handles the routine ones, so your team spends its time on work that needs an accountant.
Explains who you work with, your services and how fees work, so prospects know if you're a good fit before they call.
Tells new clients what to send, where to send it and what happens next, using your own onboarding checklist.
Answers deadline and process questions at any hour, then passes anything about a client's own figures to your team.
Try it free for 14 days. Cancel any time.
Reviews
“Great day! We have not been using the software too long, but today it helped us generate our first lead. Very impressed with the software's potential. Thanks!”
“The Chat Bot has been set up extremely well and interacts perfectly with our website. The standard of answers to questions that it puts together has really surprised us. First class company support as well.”
“Great chatbot product. I did some research on various platforms before choosing fastbots and happy that I did. I’m able to see the chats and address any fine tuning needs immediately. A lot of upload flexibility. Look forward to more bots!”
More than a chatbot
Connect FastBots to the tools you already use, and a question on your website becomes a lead in your CRM, a booked consultation or a live chat with your team.
Collects a name, email and what the prospect needs, such as bookkeeping, payroll or a tax return.
Passes new enquiries to your CRM or a spreadsheet through Zapier or Make, so follow-up starts straight away.
Shows your booking link as a button. With Zapier MCP connected, it can book the consultation during the chat.
When a question needs an accountant's judgement, your team can step into the same chat with Live Chat.
Live Chat is on Business plan and above, and buttons are on paid plans. Booking and CRM actions during the chat use Zapier MCP and need a quick setup in your Zapier account.
Setup
Point it at your services, fees, deadlines and onboarding checklist. It can also learn from PDFs, Word files and Google Sheets.
Decide what counts as advice and goes to a person, then ask it the questions your clients really ask.
Paste one line of code on your website, or share a direct chat link in your client emails.
Connect FastBots to the AI assistant you already use, then create, train and update your bot just by asking it.
You stay in control
Your bot only answers from content you approve. If a question needs an accountant, it says so and offers a call or a handover.
Start with your new-client questions
Try FastBots free for 14 days with 1 chatbot and 200 message credits.
FAQ
No. It answers from the content you choose, such as your services, fees, deadlines and document checklists. When a question depends on someone's own situation, it says so and offers a call or a handover to your team. You set those rules in plain English.
Yes, if you switch on file uploads. Clients can share images, PDFs, Word files and CSVs in the chat. If you'd rather keep records in your own client portal, tell the bot to point people there instead.
No. It doesn't pull client records or accounts from bookkeeping software. It answers from the pages and files you train it on, and it can send new enquiries to your CRM or a spreadsheet through Zapier or Make.
It can show your booking page as a button on paid plans. With Zapier MCP connected to your calendar in your own Zapier account, it can book the consultation during the chat.
Yes. With Live Chat on Business plan and above, a team member can step into the same chat during the hours you set. The client fills in a short contact form first, and you can set a fallback message for when nobody is online.
Yes. On Business plan and above, Email Replies lets the bot answer routine email enquiries from the same content. Replies can go out automatically or wait for someone on your team to approve them.
14 days with 1 chatbot and 200 message credits, with no credit card required. That's enough to train it on your services, fees and checklist pages and test it with the questions clients really ask.
When fees, deadlines or services change, update your pages and retrain the bot. On Business plan and above, auto retrain can refresh your website content daily, weekly or monthly, and you can see which questions it couldn't answer.
Still have a question?
Ask the FastBots chatbot in the corner, or just try it yourself.
