ServicesAI chatbot for website and TelegramFor accountants
AI assistant for accountants
An AI assistant for accountants answers the same client questions (what to send, by when, how to hand over source documents) from your instructions. Amounts, taxes and complex cases go to you.
Just write, and I’ll take it from there. I’ll estimate your task at no cost.
I’m Gordey’s AI assistant. I answer live, in a few seconds.
for small-business accountants
If you keep the books for sole proprietors and small companies, clients mostly write about small stuff and rarely about the accounting itself: “By what date do I send the bank statement?”, “Do I photograph the completion certificates or scan them?”, “Is that part of your service?” Right before a filing deadline these messages pile up, and each one pulls you away from your reports.
The assistant takes these answers off your plate, in your words, from your client memos and terms. Under each answer you can see which memo it came from. And where your judgment is needed (amounts, taxes, a client’s unusual situation), it decides nothing and hands the conversation to you.
It works for a solo accountant and for an accounting firm where the same questions land on several people at once.
Gordey Fisun · updated
answers or calls you
You set the line. Here’s how it usually looks in an accounting practice.
Answers itself
Hands to you
deadlines, files, package
Usually you already have this in your reminder emails to clients. I’ll gather it in one place for the assistant.
When to send bank statements, completion certificates, delivery notes. A deadline changed? You add it to the instructions, and the assistant answers the new way right away.
Photo or scan, one file or a batch, where to send them and what to do with the originals. Exactly the way you do it.
In the words of your terms: what’s in the package and what’s discussed separately. The assistant only quotes prices you gave it and never makes them up.
The list of documents and access details needed to take on a sole proprietor or a company. The client gets them ready before talking to you.
in reporting season
The whole conversation, with the client’s name and contact. You see what’s already been agreed and pick up right where the assistant left off.
Client memos, your service terms, your replies in messages, voice notes. No need to write from scratch; I’ll show you what’s missing.
You see what clients ask most often. If everyone mixes up the same deadline, you know what to remind them about in your next mailing.
A client remembers the documents late in the evening, and the assistant replies within seconds in a chat window on your site or in Telegram, while you sleep.
from your client instructions
Send me the questions clients ask every month, and the files you already have.
A short chat on Telegram: which client questions pull you away the most, and which of them you’re ready to hand to the assistant.
You send your document schedule, service terms, client memos. I go through them and tell you what’s missing.
You write to the assistant as a sole-proprietor client, including about taxes and amounts. You check that it handles simple questions itself and passes complex ones to you.
The assistant goes live on your site or in Telegram, where clients already write to you. Handed-over conversations come to you.
Concerns
It answers typical questions from an accountant’s clients: which documents to send, by what date, how to hand over source documents, what the service includes. It answers only from your instructions, and hands amounts, taxes and unusual cases to the accountant.
The assistant doesn’t calculate taxes or contributions and doesn’t make up amounts: these questions are on the list of topics it hands to the accountant. The client sees the question has been passed on, and you get the whole conversation in Telegram.
To launch the assistant you need the schedule of when clients send their documents, your service terms and the memos you already send. Your past replies to clients work too, so there’s no need to rewrite anything.
A deadline or rule changed? You add it to your instructions, and the assistant answers clients the new way right away. I’ll show you how during training.
The assistant suits an accounting firm too: it answers by the firm’s rules, and handed-over questions arrive in Telegram as a whole conversation with the client’s name. Then you split them among your accountants the way you’re used to.