AI Front Desk for Bookkeeping Services

An AI front desk answers bookkeeping website visitors from your own pages, hands tax and filing questions to a bookkeeper, and runs $99 a month flat.

An AI front desk for a bookkeeping service answers website visitors from the firm's own published pages — services, pricing, hours, how to get started — without giving tax advice. It shows the page each answer came from, and any question about a visitor's own tax situation goes to a bookkeeper, not the assistant.

What it handles for a bookkeeping service

Visitors typically want to know what's included in a monthly bookkeeping package, whether the firm works with a certain accounting software, what the onboarding process looks like, and how to schedule a call. The assistant answers those from the firm's site. When someone wants to start service or ask about their own books, it captures their contact and sends it to the firm's inbox.

Where it draws the line

Whether a specific expense is deductible, how to handle a specific filing, what a client's actual tax liability is — these require looking at a real set of books, and the assistant does not attempt them. That boundary is a standing rule in how the assistant is built, and every answer is separately checked against the business's published pages before it ships; separately, a deterministic crisis-and-hazard check runs in code before any model sees a message.

How it stays accurate

A second model checks every answer against the firm's own published content before it ships. If the site doesn't say, the assistant says it doesn't know and offers a person instead of guessing at a price, a deadline, or a deduction.

What it costs

$99 a month, flat, for one business and one website. Month to month, cancel anytime, no per-conversation meter. "A full-time front desk runs $4,000+ a month—and sleeps at night. The other tools quote their price on a sales call. This one is printed." "Intercom's published Fin pricing meters 99¢ per resolved conversation and $9.99 per qualified lead. Here both are covered by the flat $99."

The private working preview is free, built in under 24 hours, no card, and nothing goes live until the firm approves it.

What it looks like in practice

A visitor on Ledger & Co.'s site asks: "Do you handle payroll for a 5-person team?"

The assistant answers: "Yes, payroll is included in the Growth plan for teams up to 10. Source: Pricing page."

A different visitor asks: "Can I deduct my home office if I only work from it part-time?"

The assistant answers: "That depends on your specific situation, and I don't want to guess at something that affects your taxes. I can pass your contact information to a bookkeeper who can look at your actual numbers." That boundary is a standing rule in how the assistant is built, and every answer is separately checked against the business's published pages before it ships; separately, a deterministic crisis-and-hazard check runs in code before any model sees a message.

Common questions

Will it prepare or file anything?

No. It answers questions from the firm's own site and sends anything about a visitor's actual books or filings to a bookkeeper.

Can it tell a visitor what they owe?

No. It has no access to anyone's actual financial records and won't guess at a number that specific.

What if a visitor asks about software the firm doesn't mention?

It says it doesn't know rather than guessing, and offers to connect the visitor with the firm. Try the free private preview, built in under 24 hours, no card, at askmy.business.

See yours before you pay anything.

Give us your website and we build your private assistant — free, usually within a day, no card. Nothing goes live without your approval.

Build my free preview

More industries

Updated 2026-09-01 · AskMyBusiness by Vision Genesis · Knoxville, TN