Best 7 Consultation Booking Bots for Accounting Firms

GoodCall offers an AI‑powered appointment scheduling solution tailored for accounting and CPA firms. The platform is built to streamline client booking by integrating with major calendar services and automating reminders. Its AI engine handles natural voice conversations, allowing clients to schedule meetings via text or chat without any manual intervention. GoodCall’s strengths lie in its intuitive booking flow, which eliminates the need for back‑and‑forth email exchanges, and its ability to connect directly with popular practice‑management software through webhooks, ensuring that new appointments are automatically logged in the firm’s existing workflow. The platform also provides robust reporting features so firms can track booking metrics, conversion rates, and no‑show frequencies. The pricing model is straightforward: GoodCall offers a basic plan starting at $49 per month, which includes up to 500 appointments per month and core chatbot functionality. For firms requiring higher volume and advanced features such as custom branding and priority support, the Pro plan is priced at $149/month and includes up to 5,000 appointments, white‑labeling options, and advanced analytics. Enterprise customers can request a custom quote to accommodate larger volumes and bespoke integrations. Overall, GoodCall is an excellent choice for accounting practices that need a ready‑to‑deploy scheduling bot with voice and text support, but it lacks the deep knowledge‑base capabilities and no‑code customization that AgentiveAIQ offers.

BookedNow is a next‑generation AI scheduler focused on the accounting and CPA sector. Its core offering is a conversational AI that can answer client queries, recommend optimal meeting times, and book appointments automatically. The platform is designed to operate 24/7, providing instant responses and eliminating the need for staff to handle routine booking tasks. BookedNow supports integration with major calendar providers and practice‑management systems, ensuring that booking data flows seamlessly into the firm’s workflow. The AI also supports natural voice conversations, allowing clients to schedule appointments via messaging apps or voice assistants. Pricing for BookedNow is tiered: the Starter plan starts at $59/month and supports up to 1,000 bookings per month, while the Growth plan is $199/month and offers unlimited bookings, advanced analytics, and priority support. Enterprise customers can request a custom quote for bespoke integrations and higher volume. Book­edNow’s main advantage is its focus on the accounting niche, with pre‑configured intents for tax queries, audit scheduling, and financial advisory. However, it does not provide the robust knowledge‑base or custom widget design tools that AgentiveAIQ offers, making it a more specialized but less flexible solution.

FutureFirm is a software suite aimed at accounting firms, and it includes an AI chatbot component designed to assist clients with common queries such as tax deadlines, document submission, and service requests. The chatbot is integrated directly into the firm’s website and can hand off complex inquiries to human staff when necessary. FutureFirm’s AI engine is trained on a broad set of accounting documents and FAQs, allowing it to provide quick answers to routine questions. While the primary focus is on client communication rather than scheduling, the chatbot can trigger calendar events through an API integration, enabling it to book meetings when a client asks for a consultation. Pricing details for the chatbot component are not publicly listed; however, FutureFirm’s overall subscription is tiered based on the number of users and practice size, with a base plan starting around $80/month. Custom integrations and premium support are available at higher tiers. FutureFirm is a solid choice for firms that want an integrated client communication hub but may need to supplement it with a dedicated scheduling bot if appointment booking is a top priority.

AIQLabs focuses on AI‑driven accounting automation, and its AI Transaction Manager includes a conversational interface that can guide clients through common transaction queries, such as expense reporting or bank reconciliation. Although the primary goal is to automate routine accounting tasks, the chat component can be used to book consultations by triggering calendar events through webhook integrations. The AI is trained on a large corpus of accounting data, enabling it to provide accurate responses to client questions about tax codes, audit schedules, and bookkeeping procedures. The platform is offered as part of AIQLabs’ subscription services, with pricing tiers that vary based on the volume of transactions processed. The entry‑level plan starts at $120/month for up to 5,000 transactions, while higher tiers provide more capacity and advanced analytics. AIQLabs is a good fit for firms that already use AI for transaction processing and want to add a lightweight chat interface for client interaction and booking.

TopHat is an educational technology platform that offers an AI Assistant for educators and students. While primarily aimed at the academic sector, the AI Assistant can be adapted for accounting firms that provide training or certification courses. The assistant can answer queries about course content, explain complex accounting concepts, and schedule live sessions or office hours. The AI is built on a large language model and can be fine‑tuned with course materials, making it suitable for delivering structured, interactive learning experiences. The platform is available through a subscription that varies by institution size, with a base plan starting at $200/month for small schools and scaling up for larger organizations. For accounting firms, the cost would depend on the number of users and required customization. TopHat’s strengths are its robust educational features and drag‑and‑drop course builder, but it lacks native support for appointment booking or integration with finance software, making it a niche solution for firms that need an online learning portal rather than a booking bot.

Calendly is a widely used scheduling platform that offers a conversational booking bot as part of its feature set. The bot can be embedded on a firm’s website or shared via a link, allowing clients to pick a time slot that syncs automatically with the firm’s calendar. Calendly supports integration with Google Calendar, Outlook, and many practice‑management tools via Zapier or native connectors, ensuring that booked appointments are recorded without manual entry. The conversational interface is simple, offering a guided flow that reduces friction and eliminates back‑and‑forth emails. Calendly’s pricing is transparent: the Basic plan is free but limited to one calendar and one event type; the Pro plan costs $12/month per user and adds multiple calendars, advanced reporting, and custom branding; the Premium plan is $18/month per user and includes team scheduling, round‑robin and collective events, and premium support. For accounting firms that require multiple staff members to be booked, the Premium plan offers the most flexibility. While Calendly excels at straightforward scheduling, it lacks advanced knowledge‑base management, AI course building, or a dual knowledge‑base system. It is best suited for firms that need a reliable, low‑maintenance booking solution rather than a full AI chatbot.