Chatbot for automating interaction with clients and accounting
1.
Create a chatbot to automate the exchange of financial data, documents, and consultations between accounting and self-employed clients, taking into account tax deadlines.
2.
Automatic distribution of personalized payment amounts (taxes, accounting services) to clients from Google Sheets at the beginning of each month or quarter.
Repeated reminders to clients who have not paid, 10 days after the payment deadline.
Mass distribution of notifications (congratulations, news, legislative changes).
Receiving income data from clients with automatic entry into Google Sheets.
Receiving documents (PDF, Word, Excel) from clients and forwarding them to the accounting email.
Ability to request consultations via chatbot.
Manual individual mailings by the administrator.
Automatic reminders to clients who have not submitted income data every 10 days.
Automatic reminders to accountants about deadlines for tax payments and declaration submissions according to the self-employed tax calendar (e.g., quarterly and monthly).
3.
| No. | Requirement | Priority |
|---|---|---|
| 1 | Integration with Google Sheets for reading and writing data (payment amounts, client incomes) | High |
| 2 | Automatic distribution of individual amounts to clients at the beginning of the month/quarter | High |
| 3 | Automatic follow-up reminder about unpaid amounts after 10 days | High |
| 4 | Mass distribution of notifications and greetings | Medium |
| 5 | Receiving income amounts from clients with recording in Google Sheets | High |
| 6 | Receiving and forwarding documents (PDF, Word, Excel) to the accounting email | High |
| 7 | Ability to request and receive consultation responses via chatbot | High |
| 8 | Client authorization (phone number, unique ID) | Medium |
| 9 | Logging interactions (mailings, responses, documents) | Medium |
| 10 | Admin panel for managing mailings, statistics, and request processing | Medium |
| 11 | Manual individual mailings by the administrator | High |
| 12 | Automatic reminders to clients who have not submitted income data every 10 days | High |
| 13 | Automatic reminders to accountants about deadlines for tax payments and declaration submissions | High |
4.
Security of personal data and API keys.
Reliability and fault tolerance 24/7.
Scalability and the ability to add new features.
User-friendly setup and support.
5.
Accountant enters data into Google Sheets.
The bot automatically sends each client their payment amount.
After 10 days, the bot checks for unpaid clients and sends them a reminder.
The admin initiates sending greetings or news.
The client sends the income amount.
The bot records the data in Google Sheets.
The client sends a file.
The bot forwards the file to the accountant's email.
The client requests a consultation.
The bot notifies the administrator.
The admin selects client(s) and sends a message.
Every 10 days, the bot reminds clients who have not submitted income data.
The bot monitors the tax calendar (e.g., declaration submissions, tax payments by quarter).
A few days before the deadline, the bot sends reminders to accountants.
6.
Chatbot (Telegram/WhatsApp/Viber).
Google Sheets API for working with spreadsheets.
Email service for forwarding documents.
Database for logs, authorization, and history.
Admin panel for managing mailings and monitoring.
Task scheduler for automatic reminders (to clients and accountants).
7.
Limits of Google Sheets and email API.
Restrictions on file size and format.
Data security requirements.
Need to update the tax calendar (e.g., for 2025, deadlines for declaration submissions and tax payments for groups 1-4 of the self-employed).
8.
Clients receive timely amounts and reminders.
Documents are delivered to email without failures.
Consultations are processed on time.
The administrator manages mailings efficiently.
Accountants receive timely reminders about tax deadlines.
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7 days200 USD
957 5 0 1 7 days200 USD
Good evening.
I have more than 3 years of experience in developing bots, automations, parsers, and much more. I am ready to implement this bot for you quickly and efficiently, and if needed, I will help set it up on hosting.
Please send me a private message to discuss all the details.
I look forward to cooperating!
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15 days275 USD
564 10 1 15 days275 USD
Hello Alex,
Interested in your project and we are ready to undertake its implementation. Our team specializes in developing complex chatbots in Telegram, and we have extensive experience in creating sophisticated and effective solutions.
I am the manager of ProgGenius. We specialize in developing complex web and mobile solutions, successfully implementing over 150 projects. Our team has over 30 specialists ready to develop your funnels "turnkey."
One of our successes is a Telegram bot for Agrotender. We developed a bot with features for automatic updates on current prices, order placement, and a convenient feedback system. We are also currently working on a Telegram Mini App for Agrotender, which allows making payments and managing orders directly within the messenger interface. Unfortunately, I cannot provide a direct link due to platform restrictions, but you can find the bot on the Agrotender website:
https://agrotender.com.ua/?mypp=7683391
I would be happy to discuss the details of your project, timelines, budget, and next steps in private messages.
-
14 days223 USD
553 1 0 14 days223 USD
Hello,
I have extensive experience in creating Telegram bots. The project looks very interesting, and I will gladly take it on.
Ready to start working. Write to me in private messages, and we will discuss the details :)
-
10 days334 USD
586 1 0 10 days334 USD
Good afternoon! I can develop a chat bot with your preferences, provide further support, and I would be happy to discuss the details.
-
10 days412 USD
718 5 0 10 days412 USD
Good day!
I have extensive experience integrating chatbots with Google Sheets (more than 40 integrations over the past few months), email marketing services, and automation services.
The project is interesting. I am ready to discuss some details for clarification.
I propose to implement on one of the chatbot creation platforms (where, so to speak, the front-end will be implemented), external scripts/Google Sheets scripts, and possibly an automation service.
Ready to discuss and implement the project 🤝
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14 days601 USD
1762 19 0 1 14 days601 USD
Hello!
We are working on software development, websites, automation systems, and more.
We take on projects "from scratch" as well as technical refinement.
We work with a wide stack: WordPress, 1C, Opencart, Shopify, WIX, Python, JavaScript, C++, C#, Unity 3D, SQL, MSSQL, WPF, WinForms.
We have practical experience in:
– system and application programming
– business process automation
… – information security
– technical project management
After project delivery — we provide free technical support for 14 days.
We work quickly, precisely, and towards results.
We will be happy to cooperate!
-
15 days445 USD
9944 117 0 15 days445 USD
Hello.
I am developing bots for Telegram on NodeJS. Ready to take on the project. Write to me, let's discuss.
-
30 days601 USD
1390 12 0 30 days601 USD
Hello,
Interested in your project, ready to take on its development. The implementation will be done on Node.js, and for the stability of background processes (mailing, email handling), BullMQ will be used.
First of all, it is worth discussing the business logic, clarifying some questions, and also we can agree on development options (launching an MVP, phased development, or creating the entire product at once).
Cost and timelines need clarification.
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1 day178 USD
1539 4 0 1 1 day178 USD
Hello.
I have studied the project description. I have experience developing similar solutions — bots with Google Sheets integration, automatic mailings, file processing, and authentication. I implement Telegram bots with functions:
– automatic sending of payment amounts (by months and quarters)
– reminders about unpaid and unsubmitted income
– receiving and forwarding documents
– receiving income data with recording in a table
– admin panel for managing mailings and logs
… – bulk and individual mailings
– reminders to accountants according to the tax calendar
I use Google Sheets API, task scheduler, email services, PostgreSQL / Firebase for storing logs and status. Personal data protection and stable 24/7 operation are provided.
Ready to discuss details, deadlines, and tech stack.
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1 day111 USD
1002 5 1 1 day111 USD
Good day!
Ready to take on the implementation of your project. Fully familiarized with the technical specifications — everything looks logical and detailed.
Price: 5000-10000 UAH
⏱ Deadlines:
• 1 day
• 2–3 days to check that everything is good
I will be glad to discuss the details and start immediately after confirmation.
Thank you!
-
8 days445 USD
216 8 days445 USD
Good day!
I have reviewed the technical task — I clearly understand the goals of your project: automation of financial data exchange between accounting and FOP clients.
✅ The bot you described can be implemented on the basis of Telegram with Google Sheets API integration, support for reminders, mailings, document reception, and automatic actions according to the tax calendar.
🔧 I will use:
– Python (bot + task scheduler)
– Google Sheets API
… – SMTP or Gmail API for document forwarding
– SQLite / PostgreSQL for logging and authorization
📅 Implementation timeline:
– MVP (core functionality): 10–14 days
– Full system with admin panel and logs: up to 30 days
💰 Development cost:
– From 15,000 UAH (basic version)
– Up to 50,000 UAH+ (full-featured with admin panel)
I guarantee:
– Security of personal data
– Clear logic, user instructions
– Further support if needed
-
7 days445 USD
7134 13 0 7 days445 USD
Hello, I have extensive experience with various chatbots, I can easily implement this task. For WhatsApp, you need to set up a business account, do you already have one?
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14 days290 USD
339 0 1 14 days290 USD
Hello, I will create a bot in Telegram. Google Sheets, automatic sending of documents to email, a separate button for consultation with a manager, sending reminders about non-payment/congratulations, etc., personalized mailing, scalability. I will do this in two weeks for 13,000
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15 days601 USD
95799 1272 1 10 15 days601 USD
Hello. I have extensive experience in developing Telegram bots. Ready to cooperate
-
14 days334 USD
1687 8 0 14 days334 USD
Hello! I will be happy to complete this project for you. I just need to clarify some details.
I suggest discussing the bot details in private messages. I will create a convenient solution with a pleasant and understandable interface (markup, inline keys, menu). I have several similar cases that I can tell you about in private messages.
My portfolio
Freelancehunt
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20 days512 USD
1322 13 1 20 days512 USD
Hello!
I am ready to work out your technical assignment in more detail, I have a number of questions.
Can we divide the entire task into stages and complete it in parts.
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