AI assistant for accountants: receipts, questions and deadlines in one place
Customers send receipts via WhatsApp, ask about deadlines by e-mail and call about their tax return. Slimbot puts everything per customer in one inbox, answers standard questions from your own texts and keeps track of what's still outstanding. Your team provides the advice.
Good morning, what do I need to provide for my income tax return?
Assistant's draft
Good morning! You'll need your annual statements, the WOZ valuation and documents for any deductions. Shall I send you the full checklist?
CustomiseApprove
Sound familiar?
Customer queries come in everywhere. You answer in one place.
Without Slimbot
WhatsApp on one phone, e-mail in another inbox, DMs in yet another app
Colleagues don't know who has already replied
Questions remain unanswered in the evenings and at weekends
With Slimbot
All channels in one team inbox, on desktop and in the app
Assign, label and add internal notes: everyone sees the status
The AI assistant prepares a draft reply, you approve
In practice
What comes in at accountants & administration — and what Slimbot does
"When is my VAT return due?"
General explanation from your own text about submission dates; personal questions go to the assigned team member.
"Here are my receipts from September."
Photos appear on the customer card and the team member sees that something has been submitted.
"Can we make an appointment about my annual figures?"
Offer available slots from the calendar, at the office or online.
"I've started my own business, can you help me?"
The assistant asks about legal form, start date and what you need, and prepares an introductory meeting for your team.
"(customer does not supply)"
Draft reminder that you approve, with the submission list attached.
WhatsApp (example)Example
ClientGood morning, what do I need to provide for the income tax return?
AssistantGood morning! At the very least your annual statements, the WOZ valuation and documents for any deductible items. Shall I send the full checklist?
CustomerYes please. And can I just send the receipts as photos?
AssistantYes, one clearly legible photo per receipt in this conversation. Your regular team member will review as soon as the documents arrive.
Fictional example; names, times and amounts are for illustration.
Try it yourself
Ask a question as a client of an accountants & administration
Choose a question and see how the assistant responds. These are pre-written example answers (not live AI). In your own account, the assistant bases itself on your own data, and you decide whether an answer goes automatically or for approval first.
WhatsAppExample
Choose a question on the left to start the conversation.
Fictional example. Names, times and amounts are for illustration.
What it looks like
The real Slimbot inbox
Screenshots from a demo account with example conversations. Not real customers.
Example · desktopExample · app
How it works
Get started in three steps
From sign-up to working channel. You keep your own number.
1
Connect e-mail and WhatsApp
Your office number and mailboxes, plus the chat on your website.
2
Prepare your checklists
What customers need to provide per tax return or period.
3
Divide the customers
Per team member or team.
Features
What you get
Features that Slimbot has today. No promises we don't keep.
Documents per client
Invoices, receipts and bank statements that come in via WhatsApp or e-mail are with the right customer and not in a colleague's phone.
Answer standard questions
What you need, how and when to provide it: answer from your own checklist, in your own words.
Assign to the regular team member
Every customer enquiry with the colleague who is supporting the customer, with status open or completed.
Schedule appointments
Schedule a consultation via the connected calendar, with a Google Meet link if you wish.
Reminders for submission
A reminder that you approve yourself, from your own number, to customers you already message. Also useful before a deadline.
Smart advice in 3 clicks
What suits your accountants & administration?
Answer three short questions and see which plan and features we recommend. It's an indication: you choose yourself, and you can cancel monthly.
Step 1 of 3
Free tools
Calculate it, no sign-up required
Two calculators with your own input and visible formula, and answer templates to use immediately. No e-mail address required.
Missed-messages calculator
How many requests are left unanswered or arrive too late? Enter your own estimate. The values below are example values.
Response-time check
How many hours per week is your business unreachable for messages, and what does that mean for your response time?
Three WhatsApp responses for accountants & administration, ready to copy
Request for submission
Goedemiddag <naam>, voor uw <btw-aangifte / jaarrekening> over <periode> hebben wij nog het volgende nodig: <lijst van stukken>. Kunt u dit voor <datum> sturen, bij voorkeur als pdf of een duidelijke foto in dit gesprek? Alvast bedankt. Groet, <uw naam>
Acknowledgement of receipt of documents
Goedemorgen <naam>, bedankt, wij hebben uw <aantal> stukken ontvangen en bij uw dossier gezet. <medewerker> loopt ze na en laat het u weten als er iets ontbreekt. Groet, <uw naam>
Appointment to discuss annual figures
Goedemiddag <naam>, we plannen graag een gesprek over uw <jaarcijfers / begroting>. Ik kan <dag en tijd> of <dag en tijd> aanbieden, op kantoor of via videobellen. Wat komt u uit? Groet, <uw naam>
Adjust names, times and amounts before you send. Fill in the text in <angle brackets> yourself.
From €14.95 per month
Excl. VAT, from the live price list. Start with a free account; a subscription only begins when you accept it.
No. Slimbot handles customer contact and receiving documents; your accounting software remains the source for the administration.
Does the assistant give tax advice?
No, only general practical information from your own texts, such as what a customer must submit. Advice, assessment of deductions and choices in the return are given by your team.
What about confidential documents?
Slimbot runs on Dutch servers and we work in accordance with GDPR. You decide who in the team sees which conversations.
Can clients send receipts as photos?
Yes, via WhatsApp or the chat on your website. Attachments appear with the conversation and the client card. Which documents you prefer to receive by e-mail is up to you in your workflow.
Can I connect existing mailboxes?
Yes, e-mail and WhatsApp come into the same inbox.
What does it cost?
You start with a free account without a credit card and cancel monthly. The current prices are on the pricing page.
Different industry? Find yours
Type your industry. We'll show the relevant page, or a brief tailored explanation of what Slimbot can do for you.
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