Accountable

Accountable, a mid-sized accounting firm, faced overwhelming client inquiries during tax season, creating bottlenecks in their client service. With sensitive financial information involved, they needed a solution that was both secure and intelligent enough to handle complex questions. The economic downturn increased demand for their services while putting pressure on operational costs.

We developed a finance-specialized AI chatbot with secure document handling capabilities that integrates with their existing accounting software. The chatbot assists clients with tax filing questions, document submissions, appointment scheduling, and basic accounting inquiries. It's trained on financial regulations and the firm's specific processes, providing accurate and compliant responses while maintaining end-to-end encryption for sensitive documents.