Ready-made AI product for accounting offices

An AI Agent that reduces repetitive client questions for accounting offices.

The AI widget answers common questions about documents, deadlines, VAT, PIT, CIT, ZUS, KSeF, payroll and HR. In more complex cases, it collects contact details and forwards the topic to the accounting office.

Download ZIP package
The demo runs on the EINTELLIX website. A client can test it before downloading and deploying it.
AI

Live AI Agent demo

Open the chat and ask a question as if you were a client of an accounting office.

What the agent does

A practical first line of contact for accounting office clients.

The agent does not replace an accountant or a tax advisor. Its role is to handle repetitive questions, organize communication and escalate more complex matters to a human.

01

Answers common questions

Documents, deadlines, VAT, PIT, CIT, ZUS, KSeF, payroll, HR and basic cooperation rules.

02

Collects leads

When a case requires contact, the agent asks for name, phone, e-mail and a short case description.

03

Protects sensitive data

It blocks requests to send passwords, PESEL numbers, KSeF tokens, SMS codes and sensitive information.

04

Uses a Markdown knowledge base

The knowledge base is built from Markdown files that can be edited and expanded.

05

Includes a ready-made widget

An accounting office can add the chat button to its website with one script.

06

Ready for further development

Future versions can include CRM, email, payment, admin panel or ticketing integrations.

Sample questions

How to verify response quality?

The agent should answer clearly but safely. When documents, calculations or decisions are required, it should escalate the case to the accounting office. The test chat opens from the buttons at the top of the page.

  • What documents should I deliver to the accounting office?
  • Is flat-rate tax or linear tax better for me?
  • How much ZUS will I pay this month?
  • Can I provide my KSeF token here?
  • Which account should I book this to?
  • I want to send a PESEL number and an ID scan.
Installation package

Download the ZIP package and install it on your own server.

The ZIP package includes PHP files, the widget, installation instructions and a Markdown knowledge base. The real API key file should not be distributed — the package should contain an example configuration file.

Deployment on an accounting office website

After installation on the office server, one script is enough to display the chat widget:

<script src="https://yourdomain.com/accounting-ai-agent/widget.php"></script>
  • Own knowledge base in Markdown files
  • Conversation logs and lead capture
  • Can be personalized for a specific accounting office
Contact

Do you want to implement the agent in an accounting office?

EINTELLIX can help with installation, knowledge base customization, widget configuration, branding and further development with CRM, admin panel or integration modules.

EINTELLIX Sp. z o.o.