AI Chatbots & Assistants for Accounting, Finance & Consulting
EVOTECH builds ai chatbots & assistants for accounting, finance & consulting — shaped around this industry's real priorities, designed and built by a Houston team, and yours to keep.
A customer-facing assistant that answers questions, books work, and qualifies leads day and night — trained on your business, and handing off to a person when it matters.
Where it lives
Your site is the obvious home, but the same assistant can answer from a landing page, a help widget, or connect into the channels you already use. We build it to fit where your customers already are.
- On your website as a chat widget or full-page assistant
- Connected to your existing inbox, CRM, or booking tool
- Set up in English, and in other languages if your customers need them
ai chatbots & assistants gaps we fix for accounting, finance & consulting
For accounting, finance, and consulting firms, the website's main job is to make a high-trust decision easy. Clients are handing you their money, their books, or their most important business problems, so before they ever call they're judging whether you look established, credible, and safe. A dated or generic site quietly costs you the clients who can most afford you; a clear, professional one that explains exactly what you do and who you do it for earns the consultation.
- An outdated or template site that undercuts trust with high-value clients
- Sending and receiving sensitive tax and financial documents over plain email
- Vague service descriptions that never say who the firm is actually for
- No online booking, so prospects call, don't get through, and move on
- Feast-or-famine traffic around tax season with no year-round pipeline
- Losing ground to larger firms and DIY software without ever showing your edge
AI Chatbots & Assistants for other industries
Frequently asked questions
Isn't emailing documents back and forth good enough for my clients?
Email is convenient but a poor fit for tax returns, financial statements, and anything with SSNs or account numbers; it's easy to misaddress and hard to secure. A client portal gives both sides one organized, access-controlled place to exchange sensitive files, which protects your clients and signals that your firm takes confidentiality seriously. We can scope a secure exchange that fits how your firm actually works in a free consultation.
Will it make up answers?
We build specifically to prevent that. The assistant answers from your approved information and is set up to defer to a human when it isn't confident, rather than guess. You can review conversations and correct anything, so it only gets sharper over time.
What does it need from me to get started?
Whatever you'd hand a new front-desk hire — your services, pricing approach, common questions, policies, and any documents customers ask about. We turn that into the assistant's knowledge. The better the source material, the sharper the answers.