NIVA's accounting AI chatbot handles tax queries, document collection, deadline reminders, compliance questionnaires, and client onboarding · freeing accountants for high-value advisory work.
NIVA handles the information-gathering, deadline-chasing, and routine query load that consumes accountant time · so your team focuses on advisory.
NIVA proactively reminds clients of self-assessment, VAT, corporation tax, and payroll deadlines · reducing last-minute rushes and penalty risk across your entire client portfolio.
NIVA requests, tracks, and chases outstanding client documents · P60s, bank statements, invoices, rental records · with personalised reminders until received. Transforms the most frustrating part of accounts preparation.
Clients ask about allowable expenses, dividend tax, capital gains, Making Tax Digital, and HMRC correspondence. NIVA answers from your approved guidance and escalates complex queries to qualified advisors.
New clients complete engagement letters, AML questionnaires, and tax history collection through chat · structured, compliant, and fully integrated with your practice management system.
Business clients query year-to-date P&L, VAT position, and cash flow summaries through chat. NIVA surfaces the right management information from your accounting software via webhook.
Employer clients query payroll dates, PAYE obligations, statutory pay calculations, and auto-enrolment duties through chat · reducing payroll bureau call volume on routine questions.
Every persona ships pre-trained with accounting & tax domain knowledge, industry terminology, and sector-specific tone. Subscribe to the ones you need · no prompt engineering required.
From persona selection to live on your accounting practice website in under a day. NIVA handles the routine client conversations · your team delivers the advice.
Choose the Accounting & Tax vertical from NIVA's domain library. The system auto-loads industry terminology, domain context, and sector-specific conversation starters.
Pick from 10+ pre-built accounting & tax personas. Toggle on the roles your operation needs. Customise tone and trigger keywords in minutes.
Add your policies, manuals, FAQs, and product docs as PDFs or URLs. NIVA indexes them into a private vector database · your bot answers from your own content.
Drop a single line of HTML on your website or portal. The bot goes live fully branded. Update knowledge or swap personas instantly · no redeployment needed.
Upload your service guides, tax fact sheets, and approved HMRC-compliant content. NIVA answers client queries from your vetted guidance · never providing advice outside your content boundary.
NIVA knows each client's filing deadlines, outstanding documents, and past query history. Every interaction is contextual to their specific situation · not a generic FAQ response.
Build deadline-driven document collection campaigns in NIVA's no-code Flow Engine. Deadline approaching → document request sent → reminder on day 7 → escalation to accountant on day 14.
NIVA integrates with Xero, QuickBooks, Iris, CCH, and custom practice management systems. Client deadlines, document status, and filing records sync automatically.
Deploy on your practice website and within your client portal. Clients get consistent service on every touchpoint · proactive outreach via chat reduces missed deadlines.
NIVA collects AML questionnaire responses, sources of funds declarations, and engagement letter signatures through chat · all logged for MLR compliance review.
Book a 30-minute demo and see NIVA's accounting personas collecting documents, answering tax queries, and managing deadlines live.