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📊 Accountants & Bookkeepers

Works on 💬WhatsApp ✈️Telegram 📱Viber

Multi-Channel AI Reception for Accountants & Bookkeepers

Client onboarding, deadline reminders, document collection, and FAQ — so your accountants do accounts, not WhatsApp admin.

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14+ languages 24/7 on WhatsApp 0 apps to install Instant reply

📊

Hi! I'm a sole trader and need help with my self-assessment. What documents do you need?

BossBot AI Hi! We handle self-assessment for sole traders every day. 📊 For your tax return I'll need: 📄 Invoices or sales records 🏦 Bank statements (full year) 🧾 Receipts for business expenses 📝 Any HMRC correspondence Deadline: *31 January 2027* for 2025/26 tax year. We offer a free 15-min scoping call to estimate your fee before you commit. Want to book one?

Yes please! And what do you charge?

BossBot AI Self-assessment for a sole trader starts from *£250* — complex cases from £350. Fixed fee, always confirmed upfront. 💷 Free 15-min call slots: 📅 Tomorrow 9:30 AM 📅 Wednesday 2:00 PM Which works? I'll send a short intake form so we make the most of the call. ✅

client queries handled

languages, auto-detect

apps clients install

Native
integrations

💬WhatsApp ✈️Telegram 📅Google Calendar 🎥Google Meet 💳Stripe 🇧🇷PIX / Mercado Pago 🇳🇬Paystack 🇮🇳UPI 🪙Crypto (NOWPayments)

Payment routing works in these markets

🇺🇸USStripe 🇬🇧UKStripe 🇧🇷BRPIX 🇲🇽MXPIX / Stripe 🇳🇬NGPaystack 🇰🇪KEPaystack 🇿🇦ZAPaystack 🇮🇳INUPI 🇪🇬EGFlutterwave +50 countries via passthrough URL

The problem

✗ Clients chase deadlines via WhatsApp day and night — especially at tax season

✗ Document collection (receipts, bank statements) is a back-and-forth nightmare

✗ Basic queries ('Did you get my invoice?') eat 2 hours of a qualified accountant's day

BossBot fixes this

✓ FAQ auto-replies

✓ 24/7 auto-replies

✓ Automated reminders

✓ Lead capture & CRM

✓ GDPR DSAR + RoPA tooling

🎥 New — shipped 2026-07-21

Every booking gets a Google Meet link, automatically

Client books a session through WhatsApp → BossBot creates the event in your Google Calendar → a unique Google Meet link is added automatically. The invite goes to the client's email. Zero manual steps.

✓Included from Starter $49/mo

✓Toggle on/off in Settings — Meet link per event or none

✓Customer receives a Google Calendar invite too (opt-in)

How It Works

Live in 3 Steps

Sign Up

Create your account in 2 minutes. Pick your plan.

Configure

Add your services, hours, FAQ. Connect WhatsApp.

Go Live

AI starts answering within 24 hours. You focus on your work.

Everything You Get

Built specifically for accountants & bookkeepers

Client onboarding, deadline reminders, document collection, and FAQ — so your accountants do accounts, not WhatsApp admin.

🎙️

Voice-to-Invoice AI Agent (Scale tier)

Send a WhatsApp voice note — 'invoice Maria eighty pounds for bookkeeping' — BossBot drafts the PDF invoice, asks you 'SEND 42 / CANCEL 42'; on confirm, the branded PDF ships to Maria via WhatsApp. Available on Scale tier ($199/mo). Zero competitors offer this.

📸

AP Invoice Parser (Gemini Vision)

Supplier sends you a PDF or JPG invoice; BossBot extracts totals + line items automatically. Growth tier: 100 scans/mo. Scale: 500/mo.

⏰

Deadline Reminder Cadence per Client

Configure your dunning schedule (default 3 / 7 / 14 days). BossBot chases overdue invoices via WhatsApp without you re-typing the same reminder message monthly.

🧾

Legal-Grade Branded PDF Invoices

Every invoice ships with your logo, address, tax ID, brand colour. WeasyPrint-rendered, A4, VAT-ready. Auto-generated on booking or one-tap on demand from the Dashboard.

📤

Accounting Export (CSV → Xero / QuickBooks / any)

One-click export of your AR/AP ledger as CSV that imports into Xero, QuickBooks, Sage, FreeAgent, or any accounting tool. NO direct API / OAuth to any accounting vendor — CSV is the honest bridge.

💬

Client 24/7 FAQ Auto-Reply

'Did you get my receipts?' 'When's my deadline?' 'Send me last quarter's P&L' — BossBot handles the reply cadence so your qualified accountants stop losing 2 hours/day to basic queries.

⚠️

Not for you if

✗ You need voice-to-invoice on the $19/mo Lite plan — voice-to-invoice ships on Scale tier ($199/mo) only
✗ You need direct API push to Xero or QuickBooks — BossBot exports CSV that imports into any accounting tool; no direct API

We say this up-front so you don't waste your trial time on the wrong tool.

Live Preview

See how it works

📊

Accountants & Bookkeepers

🟢 BossBot AI Active

Hi! I'm a sole trader and need help with my self-assessment. What documents do you need?

BossBot AI

Hi! We handle self-assessment for sole traders every day. 📊 For your tax return I'll need: 📄 Invoices or sales records 🏦 Bank statements (full year) 🧾 Receipts for business expenses 📝 Any HMRC correspondence Deadline: *31 January 2027* for 2025/26 tax year. We offer a free 15-min scoping call to estimate your fee before you commit. Want to book one?

Yes please! And what do you charge?

BossBot AI

Self-assessment for a sole trader starts from *£250* — complex cases from £350. Fixed fee, always confirmed upfront. 💷 Free 15-min call slots: 📅 Tomorrow 9:30 AM 📅 Wednesday 2:00 PM Which works? I'll send a short intake form so we make the most of the call. ✅

⚡

Instant Responses

Customers get answers in seconds, not hours. Even at 3 AM.

💬

Natural Conversations

Not a menu-bot. Real AI that understands context and intent.

🌐

24+ Languages

Auto-detects customer language. Replies in their native tongue.

🔒

Your Data, Your Rules

GDPR/LGPD compliant. Encrypted. AI never invents facts.

FAQ

Frequently Asked Questions

Will clients trust an AI handling their tax queries? ▼

BossBot handles scheduling and FAQ — it never gives tax advice. All financial guidance comes from your qualified accountants. Clients appreciate instant replies and 24/7 access.

How does it handle deadline reminders? ▼

BossBot tracks each client's key dates (self-assessment, VAT, year-end) and sends automated WhatsApp reminders. No more chasing.

Can it collect documents from clients? ▼

BossBot sends clients a checklist via WhatsApp and tracks which documents have been received. Incomplete clients get an automated nudge.

Does it integrate with Xero or QuickBooks? ▼

BossBot answers client questions about your accounting software and routes setup requests to your team. Direct API integration is on our roadmap.

GDPR / LGPD

End-to-End Encrypted

30-day money back

Cancel anytime

From our readers

The questions we hear most

Real questions from blog readers and Accountants & Bookkeepers owners. Honest answers — if we don't have a feature, we say so.

Voice-to-invoice — does it really work? +

Yes, on Scale tier ($199/mo). Send a WhatsApp voice note — 'invoice Maria 80 pounds for bookkeeping' — Gemini transcribes, you tap SEND, PDF ships to Maria in her WhatsApp. Zero competitors offer this.
Read the full answer →

Can I export invoices to Xero or QuickBooks? +

CSV export that imports into any accounting tool (Xero, QuickBooks, Sage, FreeAgent). No direct API — CSV is the honest bridge that doesn't require accounting-vendor certification.
Read the full answer →

How much will BossBot really cost me per month? +

Lite $19 · Starter $49 · Growth $99 · Scale $199. The pricing page has the full feature matrix and includes Meta's WhatsApp per-message fees (utility $0.004–$0.045, service messages FREE since Nov 2024 per Meta).
Read the full answer →

How is BossBot different from WATI, Kommo, or Manychat? +

We ship legal-grade PDF invoicing + in-chat refunds + voice-to-invoice (Scale tier) — none of them do. See our head-to-head comparisons grounded in each vendor's public pricing page.
Read the full answer →

Can I try BossBot without a credit card? +

Yes — 7-day free trial, no card required. Setup takes under 24 hours (WhatsApp Business Verification adds 1-3 days depending on Meta).
Read the full answer →

Compare BossBot vs

For Accountants & Bookkeepers

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Knowledge library

In-depth guides for Accountants & Bookkeepers

Practical articles, case studies, and vendor comparisons — curated for your vertical, updated monthly.

47 guides

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