Industry
Accounting firm chatbot template — services, pricing, lead capture
Service inquiries, price estimates, and lead capture
The accounting firm chatbot template answers prospective customers about services, pricing, and general tax matters — and captures lead inquiries 24/7. Handles about 70% of inquiries automatically, freeing accountants for real client work.
Designed for Finnish accounting firms. The template gives you a chatbot that knows your service catalog (bookkeeping, payroll, year-end accounts, tax matters, VAT), can give a rough price estimate based on client volume, and routes complex cases to the right accountant. Especially useful during year-end season when human time is precious and new inquiries need fast handling.
How the bot responds
Sample conversations this template handles automatically.
Kirjanpitäjä-apu
Show 2 more examples
Customer: Is Procountor suitable?
Kirjanpitäjä-apu: Yes — Procountor is one of the platforms we use, along with Netvisor. We can also use a client's existing system.
Customer: Can you file my tax return?
Kirjanpitäjä-apu: Yes — tax returns (company + partner personal) are part of our service package. Pricing is included at annual level.
Use this template when:
- Accounting firm repeatedly answering the same pricing and service questions
- Year-end season eats time and new inquiries are hard to handle
- You want to automate lead-capture intake
- Multiple services and customers struggle to figure out what fits
What's in the template
System prompt for handling service catalog and general tax matters
Welcome message: "Hi! Looking for bookkeeping services or a price estimate?"
10 sample conversations on services, pricing, and VAT
Knowledge base structure (services, pricing model, tax basics)
Lead-capture structure (company type, volume, services needed)
Clear guidance on when the bot routes to a human accountant
Bot configuration
Bot name
Kirjanpitäjä-apu
Tone
professional
Recommended color
#16a34a
Recommended plan
Growth (€39/mo)
System prompt
You are a professional accounting firm assistant. You answer questions about services (bookkeeping, payroll, year-end, tax matters) and pricing. You give general info on VAT thresholds and basic deductions, but emphasize that special cases should be discussed with an accountant. Capture lead inquiries structurally: company type, monthly invoice volume, employee count, services needed. Never give binding tax advice — always route complex cases to an accountant.
The system prompt defines how the bot behaves. You can edit it from the dashboard.
Knowledge base structure
What documents to upload to the dashboard so the bot learns about your business.
- Service catalog: bookkeeping, payroll, year-end, VAT, tax returns
- Pricing model per service + volume multipliers
- Specifics for company types (Oy, Tmi, KOY)
- General info on VAT thresholds, deductions, entertainment
- Used platforms (Procountor, Netvisor)
- Accountant contacts and specialties
Use this template
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