Qualify prospective clients
Collect entity type, turnover band, current software and services required.
AI enquiries for accountancy firms
Answer service questions and qualify prospects before the first call.
Help businesses understand your services, onboarding process and published deadlines while routing personalised tax or financial questions to the team.
Free to start · No card required · Launch on your own websiteAccountancy firms, bookkeepers, tax advisers and outsourced finance teams.
Answer routine prospect questions before they consume another billable hour.
Nexus handles the repeatable first step immediately, so customers are not left waiting and your people can concentrate on the work only they can do.
Why Nexus
Make every website enquiry more useful.
A practical first response for visitors and better context for the people who take over.
Explain service packages
Share approved information about bookkeeping, accounts, payroll and advisory support.
Reduce onboarding questions
Explain documents, software access and next steps before the first meeting.
Keep advice with the team
Route personalised tax and financial decisions to a qualified professional.
The opportunity
Your customers already have questions.
Nexus gives them a clear next step without making your team answer the same enquiry repeatedly.
Not every enquiry fits the firm
Early questions can identify the business type, needs and software before a discovery call.
Service packages need explanation
Prospects often need clarity about what bookkeeping, accounts or advisory support includes.
Tax answers can become personal advice
The chatbot needs a firm boundary between published information and advice based on circumstances.
Questions Nexus can handle
Useful answers at the moment they matter.
Train the chatbot on the details visitors actually need, then refine it from real conversation evidence.
- Do you work with limited companies?
- Can you handle payroll?
- Which software do you support?
- How does onboarding work?
- Do you offer fixed monthly fees?
- Can you help with self assessment?
Approved knowledge
Connect the information you trust.
- Services and client types
- Packages and published fees
- Supported accounting software
- Onboarding process and documents
- Office hours and contact routes
- Approved general deadline information
Website pages, PDFs, Word documents, spreadsheets and plain text can all become managed knowledge sources.
Simple setup
From your current content to a working AI agent.
- 01
Connect your knowledge
Add the pages and files that describe your services, policies and customer journey.
- 02
Set the boundaries
Choose the tone, safe fallback, contact collection, handoff rules and any approved API tools.
- 03
Test and launch
Try real questions, install one script and use failed queries to improve what customers can find.
Connect the next step
Move beyond answers with secure external tools.
Connect discovery-call booking, client intake or document-request workflows while keeping personal financial advice with the assigned accountant.
01Visitor asksA real customer need
→02Nexus checksYour approved API
→03Next stepAnswer, action or handoff
Built-in boundaries
Helpful does not mean uncontrolled.
Keep the chatbot to published firm and process information. Personalised tax, accounting or financial recommendations must be referred to the professional team.
When AI is not enough
Keep the whole conversation when a person steps in.
Human handoff can notify your team and carry the visitor details, original question and transcript into live support. Failed queries remain a separate content-improvement signal, so you can see what the chatbot could not answer.
Start building your chatbotHANDOFF SUMMARYAccountants enquiry
- Visitor
- Contact details collected
- Intent
- Conversation summarised
- Context
- Full transcript included
- Status
- Ready for the team
Common questions
Launch with clear expectations.
Nexus is designed to stay manageable after launch: update sources, review conversations and change the rules without replacing your website.
How do we control what it says?+
Nexus answers from the website pages and documents you approve. You can test the chatbot before launch, review failed questions and update its knowledge whenever your information changes.
Can it answer tax questions?+
It can repeat approved general information from the firm, but it should not give personalised tax or financial advice. Those conversations should be routed to the team.
Can a member of staff take over?+
Yes. Eligible plans can offer human support, notify the team and carry the visitor details and full conversation into the handoff.
How is the chatbot added to our website?+
Add one small JavaScript snippet to your website. You can restrict the widget to approved domains and customise its colours, welcome message and position.
Built for accountants and bookkeeping firms
Give your team time back without leaving customers waiting.
Start with your existing website content, connect the tools that matter and improve from real customer questions.
Start building freeCompare plansFree to start · No card required