The AI chatbot that books discovery calls for accountants and bookkeepers.
Clerkzo is an AI chat widget for accountancy and bookkeeping firm websites. It answers the service and fee questions prospects ask, whether you handle their situation and what it costs, and books the discovery call, so enquiries that arrive outside office hours or during busy season don't slip away.
Your accountancy and bookkeeping firms website
Answering right now
→ Lead captured and sent to your team
Answered from your own pages, not a generic script.
Where accountancy and bookkeeping firms lose customers
Enquiries spike when you're busiest
Around deadlines your team is buried, exactly when new-client enquiries come in and go unanswered.
Prospects want to know 'do you do this?'
People need to know you handle their situation, sole trader, limited company, self-assessment, before they'll book.
Slow replies lose the client
In professional services, the firm that responds first and clearly is very often the one that gets hired.
How Clerkzo turns that around
A visitor asks: “Can you do a self-assessment for a sole trader, and what do you charge?”
Answers service and fee questions
Trained on your site, it explains what you offer and roughly what it costs, and qualifies the enquiry.
Books the discovery call
When a prospect is ready, it captures their details and books the call, ready for your team to follow up.
Speaks in your firm's voice
Professional and precise, reflecting your services, and it never over-promises on advice.
Accountants, your questions answered
Will it give accounting or tax advice?
No. It answers general questions about your firm and services and captures the enquiry. Anything that needs an accountant is handed to your team.
Can we control what it's allowed to say?
It's locked to your business by design: it answers only from your own content, refuses off-topic requests, and hands anything it can't answer to a human instead of guessing. If it ever gets something wrong, you can correct it once and the fix applies permanently.
Does it work with our existing tools?
Leads reach you by email or a webhook you point us at, so they can flow into your CRM or the tools you already use.
Not in accountants? See every business Clerkzo works for.
See Clerkzo answer for your accountants website.
Paste your URL and get a live preview trained on your real pages. No credit card, nothing to install to try it.