Solutions by industry

AI assistant for accounting firms

Entrepreneurs ask which documents are needed, what a monthly package costs and whether you take new clients. The assistant answers the first questions and books consultations.

What the assistant takes over

What RedPal can do for accounting firms.

Questions about services

Packages, required documents, opening hours: answers based on your public information. The assistant does not give tax advice.

New enquiries

It collects the type of company, the services wanted and the contact details, and emails you the request.

Booked consultations

The client picks a free slot, confirms by email and gets a reminder 24 hours before.

Custom workflows

For example reminders to clients for monthly documents, set up together with you.

In practice

A typical conversation.

Customer: I want to register as a sole trader. How much is monthly accounting?

RedPal assistant: Hi! Prices are the ones in the firm's list. I can book a conversation with the team for details. Please give me your name, phone number and email address.

Illustrative example; the texts are adapted to your business, your services and your prices.

What you get

Everything you need, explained in plain language.

  • An assistant on your website, Instagram or WhatsApp, in Romanian and English, around the clock
  • Bookings with email confirmation, a reminder 24 hours before and a calendar invite
  • Quotes and invoices prepared from a few lines, which you check
  • Review requests after each visit
  • Optional: a business website and social media content (post ideas and reels)

Public prices: assistant from 1.900 lei setup and 490 lei per month (Starter), business website 4.499 lei one-time and 99 lei per month. Monthly plans can be stopped at any time, with no notice period. Prices are indicative; the final offer is the one confirmed in writing.

FAQ

Questions about this solution.

Can the assistant answer tax questions?

No. It only informs about the firm's services and books appointments; tax questions stay with your accountant.

Does it receive documents or financial data in the chat?

No. The chat is not the place for documents or sensitive data; the assistant points the client to the secure channel you choose.

How long until the assistant is ready?

Usually within a few days after the first call, once we have your common questions, prices and opening hours. We test it with real questions before it goes live.

Other industries

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