AI Chatbot for Accounting
Automate client inquiries and capture new leads with AI.
Vatdi is an AI chatbot for accounting that answers client questions about tax deadlines, document requirements, and service offerings while booking consultations and capturing new leads around the clock. Your accountants stay focused on billable work while prospective clients get the fast responses that win their business.
Accounting Firm Partners & Bookkeeping Managers Challenges Vatdi Solves
Tax season flooding the firm with repetitive deadline questions
Prospects calling after hours and choosing competitors instead
Staff time wasted on document request follow-ups
Client onboarding requiring multiple back-and-forth emails
How Accounting Firm Partners & Bookkeeping Managers Use Vatdi
Tax deadline FAQs and required document checklists
New client intake and consultation scheduling
Service package explanations and pricing inquiries
Secure document upload reminders and status updates
Survive Tax Season Without Burning Out
Win New Clients with Instant Engagement
Streamline Document Collection
Frequently Asked Questions
Vatdi provides general tax information, deadline reminders, and document requirement checklists based on your firm's approved content. It does not provide personalized tax advice.
Yes. Vatdi connects with QuickBooks, Xero, and other platforms to pull client account information when needed.
Vatdi can provide secure upload links and track which documents have been received, sending reminders for missing items.
Vatdi asks qualifying questions about business type, revenue range, and service needs, then routes the lead to the appropriate partner or manager.
Absolutely. Vatdi encrypts all data, supports role-based access controls, and offers retention policies aligned with accounting industry standards.
Transform Your Accounting Business with AI
Join thousands of accounting professionals already using Vatdi to automate support and boost conversions.