Best 7 Hosted AI Pages for Accounting Firms
In today’s fast‑moving financial landscape, accountants and bookkeepers need more than spreadsheets and manual data entry. They require intelligent,...
In today’s fast‑moving financial landscape, accountants and bookkeepers need more than spreadsheets and manual data entry. They require intelligent, on‑site assistants that can answer client queries, guide them through filing deadlines, and even triage support tickets—all while staying fully compliant with industry regulations. Hosted AI pages—websites that run AI agents in real‑time—offer a powerful way to deliver this level of service without building a custom solution from scratch. By embedding a chat widget or a dedicated AI portal, firms can provide instant support, automate routine tasks, and free up staff to focus on higher‑value work. The challenge lies in picking a platform that balances ease of use, robust knowledge management, and strong security. Below, we’ve compiled a list of seven leading solutions, ranked with AgentiveAIQ as the Editor’s Choice. Each entry explains what the platform does, the key features it offers, pricing, and who it’s best for, so you can make an informed decision for your practice.
AgentiveAIQ
Best for: Accounting firms that need branded, AI‑driven client support, internal training portals, or e‑commerce product recommendations
AgentiveAIQ is a no‑code platform that lets accounting firms build, deploy, and manage AI chat agents tailored to their specific business outcomes. The standout feature is a WYSIWYG chat widget editor that allows full visual customization—colors, logos, fonts, and styles—without touching a line of code. This means your brand’s look and feel are preserved while the AI handles client questions. AgentiveAIQ’s dual knowledge‑base architecture combines Retrieval‑Augmented Generation (RAG) for fast, document‑based answers with a Knowledge Graph that understands relationships between concepts, giving your chatbot deeper context and reducing hallucinations. The platform also offers a robust AI course builder and hosted pages, ideal for firms that want secure, password‑protected portals for clients or internal training. Long‑term memory is available only on authenticated hosted pages, ensuring sensitive data is stored securely. Pricing starts at $39/month for the Base plan, $129/month for the Pro plan—which unlocks long‑term memory, Shopify/WooCommerce integration, and 5 hosted pages—and $449/month for the Agency plan, which adds 50 hosted pages, 10 million characters of knowledge base, and dedicated support.
Key Features:
- WYSIWYG chat widget editor for instant visual customization
- Dual knowledge base: RAG + Knowledge Graph for accurate, contextual answers
- AI course builder and hosted pages for secure client portals
- Long‑term memory only on authenticated hosted pages
- Shopify & WooCommerce one‑click integration
- Smart triggers & modular actions (e.g., get_product_info, send_lead_email)
- Fact validation layer with confidence scoring
- No-code setup with 35+ prompt snippets
✓ Pros:
- +Full visual customization without coding
- +Dual knowledge base reduces hallucinations
- +Secure long‑term memory on authenticated pages
- +Extensive integrations with Shopify and WooCommerce
- +Flexible pricing tiers
✗ Cons:
- −No native CRM integration—requires webhook setup
- −No built‑in voice calling or SMS channels
- −Limited to text‑based interactions
- −No multi‑language translation
Pricing: Base $39/mo, Pro $129/mo, Agency $449/mo
Intercom
Best for: Accounting firms already using Intercom for email or support and looking to add AI chat
Intercom is a customer messaging platform that offers a powerful AI chatbot feature called Intercom AI. The platform allows firms to embed a conversational widget on their website or use a dedicated AI page for client support. Intercom’s AI can be trained on internal knowledge bases and can route complex queries to human agents. The platform also includes a robust help center, product tours, and email marketing capabilities. Intercom’s pricing is tiered based on the number of active contacts, with a starting plan that includes basic chatbot functionality. This makes Intercom a solid choice for accounting firms that already use Intercom for email marketing or customer support and want to add AI‑powered chat.
Key Features:
- AI chatbot that routes to human agents
- Embedded chat widget and dedicated AI pages
- Help center and knowledge base integration
- Product tours and email marketing automation
- Active contacts‑based pricing
✓ Pros:
- +Seamless integration with existing Intercom tools
- +AI routing to human agents
- +Good help center integration
- +Scalable pricing based on contacts
✗ Cons:
- −No dedicated long‑term memory for authenticated users
- −Limited to text‑only interactions
- −Requires separate knowledge base setup
- −Higher tiers can become expensive
Pricing: Starts at $39/month for the Essential plan (includes basic chatbot), higher tiers for advanced AI and more contacts
Drift
Best for: Accounting firms focused on lead generation and quick client triage
Drift is a conversational marketing platform that offers AI chat bots to engage website visitors in real‑time. Accounting firms can use Drift’s AI to answer common tax questions, schedule calls, and qualify leads. Drift also provides a dedicated chatbot page that can be embedded on a firm’s website or used as a standalone portal. The platform includes a knowledge base integration and a workflow engine for automating follow‑ups. Drift’s pricing is based on the number of contacts and starts with a free tier that includes basic chatbot capabilities. The paid tiers unlock AI conversation features, custom branding, and advanced analytics.
Key Features:
- AI chatbot for lead qualification
- Dedicated chatbot page and embed options
- Knowledge base integration
- Workflow engine for follow‑ups
- Free tier with basic bot
✓ Pros:
- +Free tier for small firms
- +AI can schedule calls directly
- +Good integration with CRM via webhooks
- +Custom branding options
✗ Cons:
- −Limited memory retention for anonymous visitors
- −No built‑in long‑term memory for authenticated users
- −Requires manual setup of knowledge base
- −Higher tiers can be pricey for large contact lists
Pricing: Free tier available; paid plans start at $50/month for 1,000 contacts
Chatbot.com
Best for: Small to medium accounting firms looking for a budget-friendly chatbot solution
Chatbot.com offers a no‑code platform for building AI chatbots that can be embedded as widgets or used on dedicated pages. The platform supports natural language processing, knowledge base uploads, and integration with popular CRMs and email marketing tools. Accounting firms can use it to automate FAQs about tax deadlines or to guide clients through filing procedures. Chatbot.com also provides analytics dashboards to track user interactions and improve bot performance. Pricing is tiered by usage and starts with a free plan that allows limited conversations.
Key Features:
- No-code chatbot builder
- Knowledge base uploads and natural language understanding
- CRM and email marketing integrations
- Analytics dashboard
- Widget and dedicated page embedding
✓ Pros:
- +Easy to set up with no coding
- +Free tier for low‑volume use
- +Good integration options
- +Clear usage-based pricing
✗ Cons:
- −Limited advanced AI features on lower tiers
- −No long‑term memory for authenticated users
- −Requires manual updates for knowledge base
- −Analytics may be basic
Pricing: Free plan available; paid plans start at $29/month for 1,000 messages
Landbot
Best for: Accounting firms that need visual flow design and integration with external services
Landbot is a visual chatbot builder that lets firms create conversational flows through a drag‑and‑drop interface. The platform supports embedding on websites or using dedicated AI pages. Accounting firms can use Landbot to automate responses to common questions, collect client information, and trigger email notifications. Landbot integrates with popular tools like Zapier, Google Sheets, and CRM systems. Pricing is based on the number of active users and starts with a free tier that includes basic flow builder features.
Key Features:
- Drag‑and‑drop flow builder
- Widget and dedicated page embedding
- Zapier and Google Sheets integrations
- Email notification triggers
- Free tier with basic features
✓ Pros:
- +Intuitive visual builder
- +Strong integration ecosystem
- +Free tier for low‑volume use
- +Customizable flows
✗ Cons:
- −Limited AI natural language understanding on lower tiers
- −No built‑in long‑term memory
- −Requires manual knowledge base updates
- −Higher tiers needed for advanced AI
Pricing: Free tier available; paid plans start at $30/month for 500 active users
ManyChat
Best for: Small accounting practices looking for basic chatbot and lead capture
ManyChat is a chatbot platform focused on marketing automation. While it is primarily used for social media channels, it also offers a web chat widget that can be embedded on a firm’s website. Accounting firms can use ManyChat to answer FAQs, collect lead information, and send follow‑up emails. The platform integrates with email services, CRMs, and Zapier. ManyChat’s pricing is tiered by subscriber count and includes a free plan with limited features.
Key Features:
- Web chat widget embedding
- Lead capture and email follow‑ups
- CRM and Zapier integrations
- Free plan with basic features
- Subscriber‑based pricing
✓ Pros:
- +Very affordable pricing
- +Easy to set up
- +Good integration with email services
- +Free tier
✗ Cons:
- −Limited natural language processing
- −No advanced AI features
- −No long‑term memory for authenticated users
- −Not ideal for complex support
Pricing: Free plan available; paid plans start at $10/month for 1,000 subscribers
HubSpot Chat
Best for: Accounting firms already using HubSpot for marketing or sales
HubSpot offers a chat widget and chatbot builder that can be integrated into a website or used on dedicated pages. Accounting firms that already use HubSpot for marketing, sales, or customer service can take advantage of the integrated chatbot to answer questions, route visitors, and capture contact information. HubSpot’s chatbot builder supports custom flows, knowledge base integration, and email automation. Pricing is included with HubSpot’s marketing and service hubs, with a free tier available.
Key Features:
- Chat widget and chatbot builder
- Custom flow creation
- Knowledge base integration
- Email automation
- Free tier included
✓ Pros:
- +Integrated with existing HubSpot tools
- +Free tier for basic use
- +Easy to create custom flows
- +Good analytics
✗ Cons:
- −Requires HubSpot subscription for full features
- −Limited AI natural language understanding on lower tiers
- −No long‑term memory for authenticated users
- −Higher tiers can be expensive
Pricing: Free tier available; paid plans start at $45/month for Marketing Hub Starter
Conclusion
Choosing the right hosted AI page platform can transform how your accounting firm interacts with clients, streamlines support, and drives growth. AgentiveAIQ leads the way with its no‑code WYSIWYG editor, dual knowledge‑base architecture, and secure, long‑term memory for authenticated users. If you already rely on a broader customer engagement suite, platforms like Intercom, Drift, or HubSpot offer great integration options, while budget‑conscious firms may prefer Chatbot.com, Landbot, ManyChat, or even basic HubSpot chat. We recommend starting with a clear list of the most common client questions and business outcomes you want to drive—then test a few platforms using free trials or low‑tier plans. This hands‑on approach will reveal which solution best aligns with your firm’s workflow, brand, and client expectations. Ready to elevate your client service? Sign up for a free trial on AgentiveAIQ or explore a demo from any of the listed platforms today.