Get Your Copilot

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Create an AI Chatbot for Accounting

Copilot.live chatbot simplifies accounting for you. Collect documents, answer queries, assist with tax preparations, and offer real-time analytics — all on Autopilot.

Try for Free
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Get Your Copilot

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Create an AI Chatbot for Accounting

Copilot.live chatbot simplifies accounting for you. Collect documents, answer queries, assist with tax preparations, and offer real-time analytics — all on Autopilot.

Try it yourself
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Setup Your Copilot

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To Next Level with Added Features

1
2
3
Create Copilot
Give your Copilot a name and a persona. And done, it's created.
Add Datasources
Connect, Upload files or Just add URL of your website.
Test your Copilot
Add your Copilot on your website or embed as a widget.
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Setup Your Copilot

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It Takes Just a Minute

Build an AI assistant in 3 minutes

How to create a chatbot for accounting?

Sign up for free

Visit the website of Copilot.live, and then click on the “Sign up” button. Register yourself by entering your name, email ID, and new password. If you want to get your account up and running faster, you can also sign up using a Google or Apple ID.

Customize the chatbot

Once you create your account, take the time to customize your chatbot in a way that most accurately represents your brand persona. The chatbot's name, color, font, and tone can be predefined to fit any business needs.

Add data sources

Now, click on the button “Add data sources”. You can include several sources (files, databases, or websites). Chatbots can even be refreshed with new data to ensure their responses stay relevant.

Test & deploy

Additionally, you can train and test the chatbot yourself. If you are satisfied with the responses, you can also use another bot to learn how to integrate chatbots into your website and other business tools after you have deployed your chatbot on your digital platform.

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What is a chatbot for accounting?

An accounting chatbot is a digital assistant powered by artificial intelligence, ML, NLP, deep learning, LLMs, and other such technologies. It systematizes routine bookkeeping and automates client queries. Moreover, it also tracks expenses, generates invoices, gives real-time data, explains tax forms, and more.

 

The chatbot never clocks out. Its around-the-clock availability improves client experience, reduces staff workload, and saves precious minutes off closing cycles. Plugged into platforms like QuickBooks or Xero, it encrypts every morsel of financial data for peace of mind. Whether you are running an accounting firm or are a part of an accounting team, the chatbot turns red-ink hours into quiet victories and happier clients.

Why is there a need for an accounting chatbot?

Too much time spent on repetitive queries

Accountants spend hours answering the trivial client questions about deadlines, tax preparations, document requirements, invoice statuses, and more, leaving less time for actual financial analysis.

Delayed document collection & missed deadlines

Chasing clients for receipts, tax forms, or approvals often causes delays and missed deadlines, affecting service quality and compliance.

Poor client communication after hours

Clients expect instant responses, even outside office hours. Without automation, companies struggle to provide timely support and lose potential leads.

Manual work slows down operations

Tasks like sending reminders, organizing files, or tracking expenses manually take up valuable team bandwidth, leading to inefficiency and burnout.

Who needs a chatbot for accounting?

Copilot.live chatbot for accounting, is suitable for:

  • Enterprise Accounting Teams 
  • Accountants
  • Finance Professionals
  • Accounting Firms
  • Bookkeppers
  • Tax Accountants
  • Tax Consultants

Want to get rid of errors, manual documentation processes, and wasting hours answering common client questions? Build and deploy a chatbot for accounting for your team and customers today!

Key benefits & features of Copilot.live chatbot for accounting

Get Copilot.live chatbot that handles all the repetitive tasks for your finance team while they focus on keeping your books accurate and compliant.

24/7 customer service & quick responses

Copilot.live chatbot responses to frequently asked client questions in real time. So you can cut back on back-and-forth emails and have happier clients without the extra work.

Automatic document import & reminders

Collect and organize all necessary documents in one place and help in preparing tax documents, filing e-forms, and explaining tax regulations.

Customizable User Interface

Tailor the user interface of your chatbot to match your brand identity and user preferences. Customize colors, fonts, and layouts to create a seamless and immersive user experience that reflects your brand personality and resonates with your target audience.

Safe, compliant & convenient

Designed with end-to-end encryption and compliance in its DNA, the Copilot.live chatbot for accounting keeps your financial information secure and makes the process easy for you.

Copilot.live accounting chatbot use cases across industries

E-commerce

Automates the tracking of sales, expenses, and taxes across platforms such as Shopify or Amazon. Easily manage your invoicing, GST filing, and reporting in an easy-to-use, user-friendly software.

Healthcare & Clinics

Aids clinics with billing, tracking insurance claims, and expense reporting. Sends payment reminders, organizes invoices, and assists in compliance with healthcare finance regulations.

Freelancers & Creators

Helps you keep tabs on money from multiple sources, categorize expenses, and send professional invoices, all while offering a clear look at your monthly cash flow.

Real Estate & Property Mgmt

Handles rent payments, expense tracking, vendor payments, and financial reporting for multiple properties, all while communicating with tenants or owners in an efficient manner.

Manufacturing & Supply Chain

Automates purchase order monitoring, inventory costs, and vendor invoice management, all of which help save you money and improve fiscal efficiency.

Legal & Consulting Firms

Tracks billable hours, automatically generates invoices, reminds clients to pay, and helps the firm run the business side of the business effortlessly.

Read More
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Factors to consider while building a chatbot for accounting

Designing an accounting chatbot is not a sprint. It is a tedious process that requires attention to both client expectations and regulatory guardrails. A few core considerations can help you build a high-performing chatbot.

  • Focus on data security and compliance 
  • Ensure smooth integration capabilities 
  • Create custom workflows
  • Must have a user-friendly interface

 

 A sturdy blueprint lets the chatbot create genuine value without throwing the entire stack off balance.

The future of accounting chatbot

Picture an accounting chatbot that thinks ahead instead of waiting for you to ask a question. Developers say the next wave of these AI assistants will flag strange payments, guess what you will spend next month, and whisper money tips while you are working. They will plug into QuickBooks, your bank, and even the CRM your team uses, stitching everything together like a well-run orchestra. 

Thanks to rapidly advancing NLP, chatbots will sort out tricky jargon and multi-step requests without hesitation, allowing firms to navigate busy seasons with fewer errors and happier clients.

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Frequently Asked Questions

You can reach out to us in case of any queries, feedback, or suggestions via u[email protected] or read below.

A. An accounting chatbot can manage client requests, gather documents, send reminders, monitor bills, create invoices, and more. It’s even compatible with QuickBooks or Xero, which can help you save valuable time and work more efficiently.

A. Yes, the chatbot is built with enterprise-level security, encrypted, and compliant, so all sensitive financial and personal information is secure and confidential.

A. Yes. Copilot.live chatbot functions beautifully with the most popular platforms such as QuickBooks, Xero, Zoho Books, and more, ensuring fluid, uninterrupted workflows for you and your business.

A. No. The chatbot assists the accountants in automating repetitive work, automating routine communication so that the accounting professionals can do the strategic financial work.

A. We have several subscription models starting from $59 per month. You can see the pricing page for more details.

A. Yes. Clients can upload receipts, tax forms, invoices, and more with the help of the chatbot.

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Veterinary AI Receptionist

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24/7 AI Receptionists for your Veterinary Clinic

Let Copilot manage appointments, client inquiries, and prescription refills autonomously. 
Capture ~$60k more revenue per Vet and save ~$30k on operational costs annually.

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24/7 Availability

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We will handle your clinic’s front desk 24/7 for you

Say goodbye to missed calls and chaos. Let Copilot handle every front desk task effortlessly.

Personalized Care

Accesses complete patient details instantly from your PIMS

Simplified Appointment Scheduling

Automatically book, reschedule, and send reminders without the hassle of juggling multiple appointments.
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Streamlined Prescription Refills

We generate 20 more Rx refills per month for every 150 appointments

FAQs

Handles routine questions like clinic hours, services, and pet care tips instantly, & more
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Patient Registration

Let clients register their pets with ease while AI Receptionist syncs the information directly into your system.
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Call, SMS & Email

Let clients reach you via phone, SMS, or email, and ensure timely responses without additional effort.

Talk to AI Receptionist Now, Dial

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Experience ease of handling front desk with an AI Receptionist

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It Takes Just a Minute

Great Savings

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Save time, reduce costs, and never miss a client again

Let your AI Receptionist handle repetitive administrative work so you can focus on providing exceptional pet care.

32.5%
Reduce turnover rates

Ease workload and retain your team

4x
Increase bookings

Smarter appointment scheduling

67%
Say no to “Call On Hold”

Improve client satisfaction instantly

Native Integrations with

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Frequently Asked Questions

You can reach out to us in case of any queries, feedback, or suggestions via u[email protected] or read below.

Our AI Receptionist automates the entire scheduling process—clients can book, reschedule, or cancel appointments through calls or message and workflows built inside the tool. It can also sends reminders to reduce no-shows.

Yes, Copilot integrates seamlessly with popular veterinary management systems (PIMS) to ensure smooth data synchronization and workflows.

We charge a flat fee for every practice we work with.

Providing we are already working with your current PIMS, we can integrate into your practice within a week.