Top 7 Alternatives to ManyChat for Accounting Firms

GPTbots.ai positions itself as a next‑generation no‑code agent builder that empowers businesses to create sophisticated AI agents capable of handling complex tasks. The platform offers a visual interface for designing agents and a robust knowledge base that pulls from a wide array of business documents. GPTbots.ai’s custom LLM tools allow users to fine‑tune language models, enhancing the agent’s domain expertise—ideal for accounting firms that need precise terminology and compliance‑aware responses. The platform’s AI agents can be deployed across multiple channels, including websites, and can interact with external APIs to pull real‑time data such as tax rates or financial statements. A key strength of GPTbots.ai is its emphasis on enterprise search and data insights. By integrating search capabilities, agents can quickly retrieve information from internal knowledge repositories, enabling instant answers to client queries. The platform also supports advanced task automation, allowing agents to execute workflows like sending invoices or scheduling meetings. While the pricing details are not listed on the site, GPTbots.ai offers a free tier with limited usage and a custom pricing plan for larger businesses. Companies can contact the sales team for tailored quotes. Overall, GPTbots.ai is a compelling choice for accounting firms looking to build a highly customizable chatbot that can integrate with internal systems and provide data‑driven insights. Its strengths include a powerful knowledge base, custom LLM fine‑tuning, and versatile deployment options. However, potential users should note that the platform does not provide native CRM or payment processing integrations, and the free tier may be limited for high‑traffic use cases.

GoHighLevel, formerly known as HighLevel, is an all‑in‑one marketing platform that includes a sophisticated chatbot builder as one of its core features. Designed for agencies and small‑to‑mid‑size businesses, the chatbot component allows users to create conversational flows that can be embedded on websites, integrated with SMS, and linked to email sequences. GoHighLevel’s strength lies in its tight integration with other marketing tools—funnel creation, email automation, and a built‑in CRM—making it easy to capture leads and nurture prospects through the sales funnel. The platform offers a drag‑and‑drop flow builder, pre‑built templates, and the ability to trigger actions such as sending SMS or adding contacts to a sequence. For accounting firms, this means you can set up a chatbot to answer common tax questions, schedule consultation calls, and automatically add interested leads to a follow‑up email campaign. Pricing starts at $97/month for the basic plan, which includes chatbot functionality, SMS integration, and a limited number of active pipelines. The agency plan at $297/month unlocks additional pipelines, users, and advanced features such as white‑labeling. While GoHighLevel excels at marketing automation, it does not offer a dedicated knowledge base or advanced AI features beyond the standard chatbot flow. Users must rely on pre‑written scripts and manual content updates. Nevertheless, its all‑in‑one nature and affordable pricing make it attractive for accounting practices that want to bundle chatbot, CRM, and marketing automation in a single dashboard.

Intercom is a comprehensive customer messaging platform that combines live chat, help desk, and marketing automation into a single solution. The chatbot feature, known as Intercom Messenger, allows businesses to set up automated conversations that can answer FAQs, qualify leads, and route users to human agents when needed. The platform’s strength lies in its robust integration ecosystem—connecting with CRMs, email services, and a wide range of third‑party tools—making it easy to bring conversational data into existing workflows. For accounting firms, Intercom can be used to triage client inquiries, provide instant tax‑related information, and schedule appointments. The platform supports product tours, in‑app messages, and email sequences that can be triggered by user behavior. Pricing starts at $39/month for the Essentials plan, which includes basic chat and email features. The more advanced Business plan, at $99/month, adds marketing automation, product tours, and team collaboration tools. Intercom’s analytics dashboard offers insights into conversation volume, response times, and customer satisfaction. While Intercom’s chatbot is powerful, it is primarily designed for general customer support and marketing rather than specialized financial guidance. Users may need to script detailed answers manually or integrate with external knowledge bases to handle complex accounting queries. Additionally, the platform does not provide built‑in payment processing or voice calling, and multi‑language support is limited to the user’s language settings.

Drift is a conversation‑centric platform focused on B2B sales and marketing. Its chatbot, known as Drift Bot, can answer product questions, qualify leads, and book meetings directly within the web chat interface. Drift’s AI capabilities include natural language understanding and the ability to hand off to human agents seamlessly. The platform also offers a robust scheduling tool, allowing visitors to book appointments with the firm’s staff without leaving the website. For accounting practices, Drift can be configured to answer frequently asked tax questions, explain service packages, and capture contact information for follow‑up. The integration ecosystem includes Zapier, Salesforce, HubSpot, and other CRMs, enabling automatic lead creation and task assignment. Drift’s pricing starts at $399/month for the Basic plan, which includes chat, email, and meeting scheduling. The Growth and Enterprise plans add advanced automation, AI features, and multi‑user access. While Drift excels at conversational marketing and sales, it is less focused on internal knowledge management or AI‑driven course creation. Accounting firms may need to manually maintain content for the chatbot or integrate with external knowledge bases to keep answers up‑to‑date. Additionally, Drift’s pricing can be a barrier for solo practitioners or small firms with limited budgets.

Chatfuel is a widely used no‑code chatbot builder that allows users to create conversational agents for Facebook Messenger, Instagram, Telegram, and web chat. The platform offers a visual flow builder, pre‑designed templates, and integration with popular services such as Mailchimp, Google Sheets, and Zapier. For accounting firms, Chatfuel can be used to answer FAQs about tax deadlines, explain service offerings, and collect contact information for follow‑up. Chatfuel’s key strengths include its ease of use and the ability to deploy bots across multiple social channels from a single dashboard. The platform’s pricing starts at $18/month for the Pro plan, which includes advanced flow features, broadcast messages, and premium integrations. The Premium plan at $49/month adds additional users and advanced AI capabilities. While Chatfuel does not provide a dedicated knowledge base or sophisticated AI training options, it is a cost‑effective solution for firms that need a quick, text‑based chatbot without heavy customization. Limitations of Chatfuel for accounting practices include the lack of native CRM integration, no built‑in payment processing, and limited support for multi‑language content beyond basic locale settings. Users must also rely on manual content updates to keep answers accurate and relevant.

MobileMonkey is a chatbot platform that focuses on omnichannel messaging, allowing businesses to engage customers across web chat, SMS, Facebook Messenger, and WhatsApp from a single dashboard. Its drag‑and‑drop chatbot builder is designed for marketers, offering pre‑designed flows, audience segmentation, and automated follow‑ups. Accounting practices can use MobileMonkey to answer common tax questions, schedule consultations, and capture leads for later nurturing. The platform’s strengths lie in its robust SMS and WhatsApp integration, which can be useful for firms that prefer to communicate with clients via text. MobileMonkey’s pricing starts at $19/month for the Pro plan, which includes SMS, chat, and basic integrations. The Enterprise plan at $34/month adds advanced features such as multiple users, custom branding, and API access. While MobileMonkey provides a solid omnichannel experience, it does not offer a dedicated knowledge base or long‑term memory for chatbot conversations. Users must keep content up to date manually, and the platform lacks native payment processing or voice calling. For accounting firms that need a single platform to manage chat, SMS, and social messaging, MobileMonkey can be an efficient solution. However, the lack of advanced AI training and knowledge management may require supplementary tools for complex financial queries.