AI Agent for Accounting firms

Handle client intake and bookkeeping questions on WhatsApp, Instagram, and website chat without drowning your team in DMs. Collect documents, explain services, and book consultations while prospects are still comparing firms.

Start with a free trial, no credit card required.

Client Intake

AI online

Hi, I need help catching up on bookkeeping for my LLC. Do you take new clients?

11:08

Yes, we do. Roughly how many months are behind and what accounting software do you use today, if any?

11:08

bank-statements-q4.pdf

PDF

Here are my bank statements from last quarter.

11:09

Thanks. I will share these with the team for scoping. Are you on a cash or accrual basis, and do you also need payroll setup?

11:09

Voice note

0:17

About six months behind, cash basis, and yes we need payroll for three employees.

11:10

Got it. I can book a 20-minute onboarding call to confirm pricing and next steps. Do you prefer tomorrow morning or Thursday afternoon?

11:10

Type a message…

Ofereça um Suporte que Destaque e Ganhe a Fidelidade do Cliente

Dê à sua equipe um espaço único para trabalhar, e dê aos clientes respostas rápidas que parecem humanas e consistentes.

Caixa de Entrada de Suporte Multicanal

Traga o WhatsApp, Instagram e bate-papo na web para uma caixa de entrada compartilhada. Direcione conversas para membros da equipe com clareza para que nada seja perdido e todas as transferências sejam responsáveis.

Agente de IA Multimodal

Os clientes enviam capturas de tela, notas de voz e documentos. Sua IA entende todo o contexto e responde instantaneamente para que sua equipe possa se concentrar nos casos importantes.

Agente de IA Multilíngue

Apoie os clientes no idioma de sua preferência com tom consistente e respostas precisas. Expanda-se globalmente sem aumentar o número de funcionários.

Why Accounting firms choose CXWizard

Automate lead qualification and support across WhatsApp, Instagram, and website chat so your team can focus on high-value conversations.

Handle high volume inquiries

Tax season and year-end close bring repeating questions about catch-up bookkeeping, payroll setup, and what documents you need. CXWizard answers on WhatsApp, Instagram Messenger, and website chat and your website so accountants focus on filings and advisory work, not the same intake messages.

Reduce response time

Small business owners message several firms when they need help fast. Reply in minutes with service fit clarified, basic qualification done, and onboarding calls scheduled so your firm feels responsive and organized.

Increase your revenue

Referrals and local ads convert when every inquiry gets a clear first response. CXWizard explains your packages, collects entity type and revenue range, and books discovery calls while owners are still shortlisting accountants on WhatsApp, Instagram Messenger, and website chat.

Mais como um Humano do que um Robô

Chatbots tradicionais precisam de criadores de fluxo complexos e não conseguem entender realmente seus clientes. CXWizard utiliza tecnologia avançada de agentes de IA que pensa, entende e responde naturalmente.

Chatbots Tradicionais

Agente de IA CXWizard

Entende contexto e intenção

Processa imagens enviadas por clientes

Entende notas de voz

Entende documentos e PDFs

Lembra o histórico de conversas

Responde em qualquer idioma

Sabe quando escalar para um humano

Não é necessário configuração de fluxo complexa

Chatbots tradicionais dependem de correspondência de palavras-chave e fluxos de automação pré-construídos. CXWizard usa IA que realmente entende seu negócio e as necessidades únicas de cada cliente.

Integrações

Conectar WhatsApp

Conectar Instagram Messenger

Widget de Chat para Sites

Integre Shopify para pedidos

Integre Calendly para gerenciamento de compromissos

Integre Google Calendar para gerenciamento de compromissos

Conecte ferramentas de API personalizadas que seu agente pode chamar durante as conversas

Integre com suas ferramentas favoritas

FAQs for accounting firms

How accounting firms use CXWizard for client intake and support on WhatsApp, Instagram, and website chat.

How can WhatsApp automation help Accounting firms?

Prospects ask whether you handle S-Corps, catch-up books, payroll, or monthly advisory. CXWizard answers from your service menu, collects revenue stage and software used, and schedules onboarding calls so your team reviews qualified leads, not vague maybes.

How is CXWizard different from other WhatsApp chatbot tools for Accounting firms?

Accounting intake includes bank CSVs, prior return PDFs, and voice notes about messy books. CXWizard handles that multimodal flow and escalates when someone needs a CPA review, not a scripted FAQ loop.

How much does AI automation for Accounting firms cost?

Plans start at $40/month with a 14-day free trial. One additional monthly bookkeeping or advisory client from faster WhatsApp follow-up typically covers the subscription many times over.

What happens when a Accounting firms customer asks something the AI can't handle?

Complex multi-entity structures, audit support, or tax positions that need professional judgement go to your team with documents, entity details, and chat history already in the inbox.

Will the AI agent sound robotic to my Accounting firms customers?

No. Train the agent on your services, onboarding checklist, and firm tone so replies feel trustworthy, not like a generic accounting chatbot.

Pronto para Escalar seu Suporte ao Cliente?

Junte-se a equipes que usam CXWizard para reduzir tempos de resposta, diminuir custos de suporte e lidar com o crescimento do volume de clientes sem aumentar o quadro de funcionários.