AI Chatbot for Bookkeepers
Quote monthly retainers, scope catch-up work, and qualify prospects against your ideal client profile - without sitting on another half-hour discovery call.
♾️ Lifetime License available
Most bookkeeping leads aren't a fit
Sample conversation
A typical Bookkeepers conversation
Comparison
Generic chatbot vs SleekAI for Bookkeepers
Generic chatbot
- Doesn't know your monthly tiers or catch-up pricing
- Books calls with prospects below your minimum
- Can't tell QBO from Xero from FreshBooks
- Misses transaction-volume signals that drive pricing
- Pretends to handle tax work you don't offer
SleekAI chatbot
- Quotes monthly retainers from your pricing tiers
- Screens for revenue range, software, and complexity
- Stays in scope - bookkeeping yes, tax no, advisory maybe
- Sends the right onboarding checklist based on stack
- Routes complex cleanup work to senior team members
Features
What SleekAI gives you for Bookkeepers
Ideal-client filtering
Screens prospects against your revenue minimums, software stack, and industry preferences before they hit your calendar.
Stack-aware quoting
Different pricing for QBO vs Xero vs Wave? SleekAI knows your tiers and quotes the right one.
Smart booking
Books discovery calls only with leads that match your ICP - everyone else gets a polite redirect or self-serve resources.
Use cases
Where Bookkeepers use this chatbot
Pricing transparency
Visitors see monthly tiers, catch-up rates, and what's included without making them fill out a quote form.
Onboarding intake
Capture stack, transaction volume, account access details, and pain points before the kickoff call.
Scope routing
Cleanup, monthly, controller services, and CFO advisory each route to the right team member.
Questions
Common questions about SleekAI for Bookkeepers
It quotes ranges based on the months behind and transaction volume the prospect describes. The actual scope is confirmed by a human after a quick QBO peek.
Yes. Add stack pages or use ACF fields - SleekAI uses that context to recommend the right onboarding flow and quote correctly.
Not directly. The chatbot logs every conversation in WordPress and you push the summary into Karbon or Anchor via webhook or Zapier.
Yes. As long as those services live as pages on your site, SleekAI explains them and routes the lead to the right team member.
It declines to give tax advice and either refers to your in-house CPA, your CPA partner, or suggests the prospect bring in their own.
GPT-4o and Claude Sonnet both handle the technical accounting language well. Bring your own key for whichever you prefer.
Pricing
More than 1000+
happy customers
Explore our flexible licensing options tailored to your needs. Upgrade your license anytime to access more features, or opt for a lifetime license for ongoing value, including lifetime updates and lifetime support. Our hassle-free upgrade process ensures that our platform can grow with you, starting from whichever plan you choose.
...or get the Bundle Deal
and save €250 🎁
The Bundle (unlimited sites)
Pay once, own it forever
Elevate your WordPress site with our exclusive plugin bundle that includes all of our premium plugins in one package. Enjoy lifetime updates and lifetime support. Save significantly compared to buying plugins individually.
What’s included
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SleekAI
-
SleekByte
-
SleekMotion
-
SleekPixel
-
SleekRank
-
SleekView
€749
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