Top 7 No-Code Chatbot Platforms for Accounting Firms

Intercom is a widely used customer messaging platform that blends live chat, bots, and helpdesk tools into a single interface. It has a reputation for excellent customer support, robust automation, and deep integration with other SaaS products. Intercom’s chatbot builder is no‑code, allowing users to create conversational flows through a drag‑and‑drop interface, and the platform offers a knowledge base that can be queried by customers. For accounting firms, Intercom’s ability to segment visitors and trigger personalized messages based on user data can help target specific client groups. The platform also provides real‑time analytics, allowing firms to track conversation metrics, agent performance, and customer satisfaction scores. Intercom’s integration with popular CRMs such as Salesforce and HubSpot makes it easy to sync lead data and nurture prospects. While Intercom does not provide a native fact‑validation layer, it offers a robust set of rules to guide the bot’s responses. Intercom’s pricing starts at $39 per month for the “Essential” plan, which includes chat, bots, and basic automation. The “Pro” plan adds advanced automation and segmentation features, starting at $99/month.

Drift is a conversational marketing platform that focuses on turning website visitors into qualified leads through real‑time chat. Its bot builder is no‑code, allowing users to set up conversational flows, schedule meetings, and qualify prospects without writing code. Drift provides a robust set of integrations, including Salesforce, Marketo, and HubSpot, making it easy to pass conversation data into your existing marketing stack. For accounting firms, Drift’s meeting‑scheduling feature can be leveraged to book consultations or audit appointments directly within the chat window. The platform also offers a knowledge base component that can answer common tax or compliance questions, and its AI engine can surface relevant content based on visitor intent. Drift’s analytics dashboard provides insights into conversation volume, conversion rates, and funnel performance. Pricing for Drift starts at $350/month for the “Standard” plan, which includes basic bot functionality and meeting scheduling. The “Pro” plan, which adds advanced automation and integrations, starts at $1,000/month.

Ada is an AI‑powered customer support platform that emphasizes a no‑code chatbot builder. Ada allows users to create conversational flows with a visual editor, and it automatically learns from past interactions to improve responses. The platform’s knowledge base integration lets businesses upload FAQs, policy documents, and product information, which Ada can reference during conversations. For accounting firms, Ada’s focus on compliance and knowledge management can help answer common tax, payroll, and audit questions while ensuring that responses remain consistent with regulatory guidelines. Ada also offers multilingual support, allowing firms to serve clients in multiple languages. Integration with Salesforce and Zendesk means conversation data can be captured in your existing ticketing or CRM system. Ada’s pricing is tiered: the “Starter” plan starts at $500/month, while the “Enterprise” plan is custom‑priced based on usage.

ManyChat is a popular chatbot builder originally focused on Facebook Messenger but has expanded to include web chat, SMS, and email flows. Its visual drag‑and‑drop interface allows users to create conversational flows without coding, and it offers a library of pre‑built templates for various industries. Accounting firms can use ManyChat to answer FAQs about tax filing deadlines, schedule appointments, or direct clients to relevant resources. ManyChat’s integration with Google Sheets, Mailchimp, and HubSpot enables data capture and follow‑up automation. The platform also supports broadcasting messages to a large audience, which can be useful for firm-wide announcements. ManyChat pricing starts at $10/month for the “Pro” plan, which includes web chat, SMS, and email features. The “Pro Plus” plan adds advanced automations and integrations and starts at $25/month.

Zoho SalesIQ is part of the Zoho ecosystem, offering live chat, visitor monitoring, and chatbot functionality. The no‑code chatbot builder lets users create conversational flows, and the platform integrates with Zoho CRM, Zoho Books, and other Zoho products. For accounting firms, Zoho SalesIQ can be used to capture leads, answer common questions about invoicing or tax filings, and provide live chat support to clients. The platform’s analytics dashboard gives insights into visitor behavior, chat volume, and agent performance. Zoho also offers a knowledge base that can be referenced by the bot, and the platform supports multilingual chat. Zoho SalesIQ pricing starts at $18/month for the “Starter” plan, which includes basic chat features. The “Agency” plan starts at $48/month.

Tars is a chatbot builder that focuses on creating conversational landing pages for lead generation and customer support. The platform’s visual editor allows users to design flows without coding, and Tars provides a library of templates tailored to specific industries. Accounting firms can use Tars to build a chatbot that walks clients through the tax filing process, collects contact information, or directs them to relevant resources. Tars integrates with Google Sheets, Zapier, and Mailchimp, making it easy to capture leads and trigger follow‑up emails. The platform also offers a knowledge base feature, allowing the bot to pull information from uploaded documents. Tars pricing starts at $49/month for the “Standard” plan, which includes basic chatbot creation and lead capture. The “Pro” plan adds advanced integrations and customization options and starts at $99/month.