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Super Intelligence (SI) chatbots for accounting and bookkeeping firms

Instant, accurate answers for every customer, any hour of the day. SI chatbots set up for accounting and bookkeeping firms, connected to Karbon, TaxDome or Canopy, and run for a flat monthly fee.

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The time you get back

Typical weekly savings for accountants using SI automation.

  • Following up on client documents8 3 hrs a week
  • Answering status emails4 1.5 hrs a week
  • Sending engagement letters2 0.5 hrs a week
  • Invoicing and payment reminders3 1 hr a week
  • Screening new prospects2 0.5 hrs a week

How it works

  1. We load your real answers

    We train the assistant on your services, price ranges, hours, policies and the questions clients actually ask, then write handoff rules for anything it shouldn’t answer.

  2. A prospective client asks a question

    Something like “Can you take on a new S-corp return before the March deadline?” gets a clear answer in seconds, on your website, Facebook, Instagram or by text.

  3. It qualifies and books

    When the prospective client is ready, it collects their details and what they need, then offers open discovery call times from your calendar.

  4. Your team gets the summary

    A short transcript lands in Karbon, TaxDome or Canopy, or your inbox, so nobody asks the same questions twice.

  5. We review it every month

    We read flagged conversations, fix weak answers and add new ones as your clients ask new things.

At a glance

Typical time saved
5–12 hours a week
Time to launch
2–3 weeks
Connects to
Karbon, TaxDome or Canopy

Your customers want answers now, on whatever channel they’re using: hours, prices, service area, insurance, availability. We build a chatbot trained only on your approved answers, put it on your website, Facebook, Instagram and text line, and have it hand off to a person the moment a question goes beyond what it knows.

Ground rules

Client financial documents travel through your existing secure portal. The automation sends requests and reminders, never the files themselves.

It won’t invent answers. If something isn’t in its approved content, it says so and passes the conversation to your team.

Questions

Will it work with Karbon, TaxDome or Canopy?

In most cases, yes. If your software has an API or a Zapier or Make connector, we connect directly; if not, we use email parsing or a synced calendar. We confirm it in the free audit before you pay anything.

Will it sound like a robot?

It writes in short, plain sentences in the tone you choose. We test it against real questions from your inbox before launch, and you approve the answers.

What happens when it doesn’t know?

It says it will get a person, collects contact details, and alerts whoever you choose by text, email or Slack.

Related

More for accounting and bookkeeping firms

SI chatbots in other industries

See where your week goes

Book a free 30-minute automation audit. We’ll map the work robots can take over and recommend one place to start.

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