7 Best HubSpot Chatbot Alternatives for Accounting Firms

Drift has grown from a conversational marketing tool to a full‑featured chatbot platform that helps businesses engage website visitors in real‑time. Accounting firms can use Drift to qualify leads, schedule consultations, and provide instant answers to common tax and audit questions. Drift’s visual bot builder allows users to create conversational flows with conditional logic, ensuring that clients are routed to the right department or resource. Drift integrates natively with Salesforce, HubSpot, and Marketo, allowing firms to capture contact data directly into their CRM. The platform also offers scheduling widgets that sync with Google Calendar, making it easy for prospects to book appointments with accountants. Drift’s pricing starts with a free edition that supports basic chat functions, while the Professional plan ($60/month per user) unlocks advanced automation, custom branding, and multi‑user collaboration. Larger teams can opt for the Enterprise plan, which includes dedicated support, advanced security, and API access. Drift’s primary strength lies in its robust marketing automation and deep CRM integrations, making it a solid choice for firms that need to convert website traffic into high‑value consultations.

Intercom is a customer messaging platform that blends live chat, chatbots, and automated workflows into a single interface. For accounting firms, Intercom can automate routine support queries such as “What is my tax filing deadline?” or “How do I submit a payroll report?” Its bot builder supports rich media, dynamic product recommendations, and conditional branching, allowing firms to guide clients through complex processes. Intercom integrates with major accounting software like QuickBooks and Xero via Zapier, enabling real‑time updates on invoices or payroll status. The platform’s automated messaging can be triggered by user behavior, ensuring timely follow‑ups after a client uploads a tax document. Intercom’s pricing is structured around active contacts: the Essential plan starts at $39/month for up to 2,500 contacts, while the Advanced plan costs $99/month and adds more features such as product tours and advanced workflows. For larger firms, the Pro plan provides unlimited contacts and additional customization options. Intercom’s analytic dashboards provide insights into chat performance, lead conversion, and customer satisfaction, helping accounting teams measure ROI.

Ada is an AI‑driven chatbot platform that emphasizes no‑code automation and scalability. Accounting firms can build bots that handle tax queries, compliance checks, and client onboarding without developer resources. Ada’s visual logic designer supports advanced branching, conditional messaging, and data collection, which is essential for capturing sensitive financial information securely. The platform offers built‑in GDPR compliance features, allowing firms to audit conversations and ensure data privacy. Ada integrates with Salesforce, HubSpot, and other CRMs through Zapier, and it can push conversation data directly into client records. Ada’s pricing starts with a free plan that supports up to 1,000 monthly conversations, while the Standard plan costs $90/month and includes advanced features such as custom branding, multi‑user collaboration, and API access. Ada also provides a chatbot analytics dashboard to track engagement metrics and ROI. Its main advantage is the ability to deploy complex, data‑heavy bots quickly, making it a strong candidate for firms that need robust automation without a technical team.

ManyChat is a chatbot builder primarily focused on Facebook Messenger, Instagram, and SMS marketing. Accounting firms can use ManyChat to automate client queries about tax deadlines, document submission reminders, or appointment scheduling. The drag‑and‑drop interface allows users to create sequences, conditional paths, and broadcast messages with minimal technical knowledge. ManyChat offers integrations with Zapier, allowing data from conversations to be pushed into QuickBooks or other accounting tools. The platform also supports multi‑channel publishing, so firms can send updates across social media and SMS. ManyChat’s pricing includes a free plan with basic features and a Pro plan at $10/month per bot that unlocks advanced automation, broadcast limits, and custom branding. ManyChat’s primary strength is its robust social media channel support, making it ideal for firms that maintain a strong online presence and want to engage clients across multiple platforms.

MobileMonkey is a conversational marketing platform that enables businesses to build chatbots for web chat, SMS, and Facebook Messenger. For accounting firms, MobileMonkey can automate FAQs such as “What documents do I need for tax filing?” and route more complex inquiries to human agents. Its visual builder offers conditional logic, multi‑step forms, and integration with Zapier, allowing data to flow into CRM or accounting software. MobileMonkey also provides lead‑scoring and drip‑campaign capabilities, which are useful for nurturing prospects over time. The platform’s pricing starts with a free plan that supports basic chatbot features, while the Pro plan at $25/month per bot unlocks advanced automation, unlimited broadcasts, and custom integrations. MobileMonkey’s main advantage is its omni‑channel reach and ease of use for non‑technical users.

Chatfuel is a no‑code chatbot builder focused on Facebook Messenger and Instagram Direct. Accounting firms can use Chatfuel to answer routine questions, collect client data, and schedule follow‑ups directly within social media channels. The platform offers a visual flow editor, conditional branching, and integration with Zapier, enabling data to be pushed into QuickBooks, HubSpot, or email marketing tools. Chatfuel’s AI module can handle natural language queries, reducing the need for manual intervention. The free plan allows basic bot creation with up to 50 active users, while the Pro plan costs $15/month for unlimited users, advanced AI, and custom branding. Chatfuel’s strengths lie in its simplicity and strong social media presence, making it suitable for firms that rely heavily on Facebook and Instagram for client outreach.