Chatbot for accounting
Terms of Reference: Development of a Telegram bot for accounting
Project Goal:
Create a chat-bot to automate accounting interactions with clients via Telegram and email, integrated with Google Sheets.
Functional Requirements
1. Sending information to clients (outgoing messages):
- Frequency: 1–3 times a month (at the beginning of the month and quarter).
- Delivery channels: Telegram (priority), email (backup channel).
- Types of messages:
• Tax amounts payable
• Payment for accounting services
• Bank account details
• Personal greetings for birthdays and holidays
2. Receiving information from clients (incoming data):
- Via Telegram: Income amount — data entered directly into Google Sheets by the bot.
- Via Email: Receiving documents, contracts, statements. Integration with email client for automatic saving and archiving of incoming files.
3. Integration with Google Sheets:
- Automatic reading of data from the sheet to generate personalized notifications.
- Recording client income data received via Telegram into the appropriate rows and columns of the sheet.
Security and Access Control
- Client authorization via a unique code.
- Clients see only their own information.
- Data segregation by tabs or rows in the sheet.
- Data encryption, secure communication protocols.
- Two-factor authentication option.
System and Deployment Requirements
- Deployment platform: to be discussed (cloud, server, Google Apps Script, etc.).
- Interface: Telegram with buttons and commands.
- Weekly backup of the sheet and logs.
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447 7 0 Hello! I am a developer of Telegram bots with integration. I am familiar with all the services needed for the work in small parts from other projects. Write in private messages, we will discuss the details and you can start the project.
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1762 19 0 1 Hello.
We specialize in software development, website creation from scratch, and their refinement.
We work with: WordPress, 1C, Opencart, Shopify, WIX, Python, JavaScript, C++, C#, Unity 3D, SQL, Microsoft SQL Server, WPF, WinForms.
Experience in: System programming, Project management, Information security, Game programming, etc.
We will complete your work regardless of its complexity level.
After completing the work, we offer project support for 14 days.
We look forward to cooperation!
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571 6 1 1 Hi, Oleks! I am an experienced Python developer with 4+ years of experience. Ready to create a Telegram bot for automating accounting processes. I will save you trouble by implementing: sending tax notifications, integrating with Google Sheets for income collection, and accepting documents via email. Ensuring data security and authorization. I will complete the project quickly and efficiently! Waiting for your decision!
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392 1 0 Hello!
I am ready to develop a Telegram bot with integration into Google Sheets and email. I will implement:
- sending notifications to clients;
- collecting income via Telegram with recording in the spreadsheet;
- authorization by code and access restriction;
- button interface;
- data backup.
… I guarantee proper operation and ease of use. Ready to discuss details.
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265 1 0 Good afternoon. I am ready to complete this project. I have extensive experience in developing similar bots.
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427 1 0 Hello!
I am engaged in creating intelligent systems using various APIs and programming.
All our solutions are independently installed on a cloud server and deployed.
Also, our solutions have an enhanced security format against third-party interference.
The question is how we will distinguish what exactly from this letter needs to be pulled into the table and not from another.
I would also extend this format with a dashboarding feature for the visual component.
We are happy to discuss the timeline, technical specifications, price, and technology stack privately, please write.
Thank you.
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648 5 0 Good afternoon!
Interesting task, ready to implement qualitatively and fully automate the process — I am working with such tasks. There will be 2 in 1 with unique access and authorization.
I suggest tG/email + Google Sheets + n8n. The interaction process has been tested — everything works quickly and without complaints.
Ready to think through all the logic + interface and propose for approval, taking into account wishes and mandatory components.
Basically, the technical assignment is quite understandable and clear.
Can start immediately, write to personal messages — always in touch.
In any case — good luck with finding a performer!
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3092 11 0 Good time of day!
I develop in Python!
I would like to get more details about your task
I have experience in similar projects.
Write - we will discuss.
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1315 7 0 Good afternoon.
Ready to take on your project.
I can develop such a bot for you using no-code/low-code tools.
Write to me privately, we will discuss all the details and choose the best solution for you.
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1900 45 1 4 Good afternoon
I am developing bots, the task is clear
I will be happy to work
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1563 4 0 1 Good afternoon!
I am ready to undertake the development of a Telegram bot for accounting with integration into Google Sheets and email. I have experience creating bots in Python (Aiogram), working with Google Sheets API, authorization via code, sending emails, and automatic data collection.
We can discuss the tech stack (for example, Python + Aiogram + Google API) and the optimal deployment platform (Heroku, Google Apps Script, VPS). I am ready to start in the coming days.
Looking forward to your response!
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200 3 1 Hello! I have experience working on similar projects! I will gladly complete your order. Feel free to contact me via private messages if needed. Looking forward to working with you!
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1650 11 0 Good day Alex!
I already have successful experience developing a practically identical solution for another accounting company. https://freelancehunt.com/showcase/work/avtomatizovani-schomisyachni-spovischennya-dlya-buhgalteriv/1933938.html
I created a system that automates notifications for clients using a Telegram bot and Google Sheets.
The most important thing is that it is a proven and working solution that has brought significant time and resource savings to the client.
The automation I developed freed accountants from the need to manually send over 800 personalized messages each month, reducing the risk of errors and delays to zero.
Additional features from your technical task, such as receiving data from clients and integration with email, are a logical extension of the system I have already successfully implemented.
…
I am ready to discuss details and show how we can achieve the same results for your company.
Best regards,
Mykhailo
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906 14 0 2 Good afternoon, I made a similar bot for internal processes and payments in the company, report submissions, etc.
I can implement a bot for you according to your specifications, I have experience with similar tasks, I think it will take 5-6 days with testing.
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94294 1269 1 10 Hello. I have extensive experience in website development. Ready to cooperate
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10038 117 0 Hello.
I am developing bots for Telegram on NodeJS. Ready to take on the project. Write to me, let's discuss.
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8796 60 0 1 Hello!
We are the Solidway team, a professional company with over 5 years of experience in developing web and Telegram solutions. Our main stack is Python and React, and we also have deep expertise in integrations with Google API, email systems, and business process automation.
Your technical task looks clear and well-structured. We have already implemented similar solutions, including a Telegram bot for worldwide delivery @DeliverMyPackBot, which features flexible data collection and processing forms, user authorization, API integrations, and data storage in external systems.
For a quality start, please clarify:
Do you already have a Google Sheet that the bot should work with?
…
Do you need help setting up email integration (Google Workspace / other service)?
Which deployment platforms are you more comfortable with — cloud, your own server, or Google Apps Script?
We can quickly move to implementation. We will start with a short technical session to agree on the logic and table structure, after which we can provide an accurate estimate of cost and timelines.
Looking forward to your feedback!
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