AI chatbot for accountancy
For MostEasy, a service provider within the accountancy industry, we developed an AI chatbot that assists accountants with frequently asked questions and documentation and accelerates their standard processes. The web solution is fully configured with attention to privacy, security, and GDPR compliance. The solution can also be set up to be US Cloud Act compliant, meeting the high standards within the financial services sector.
Products
Business impacts
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20%Faster
Meta data
- Financial services
Specialized AI chatbot for accountancy
Accountancy organizations deal with large volumes of client inquiries, recurring administrative tasks, and sensitive financial information on a daily basis. MostEasy sought an AI solution to work more efficiently in this industry in order to:
- handle client inquiries faster
- make internal knowledge more accessible
- provide support without adding extra workload to standard processes
- apply AI in a way that is GDPR and Cloud Act compliant
Fenêtre developed a multi-model AI chatbot that can be configured for any department. By offering functionality that goes beyond the well-known ChatGPT, the AI supports employees with substantiated, relevant answers and guidance, without compromising privacy or compliance. The chatbot also utilizes protected, specialized data sources.
Measurable business impact
The results speak for themselves. Our solution delivered transformative improvements across all key metrics.
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20% Faster
Employees can work up to 20% faster thanks to the AI chatbot
Impactful results
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Extra 'colleague' always available
The chatbot functions as an extra colleague that is present 24/7 and provides answers throughout the day.
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AI chatbot - Safe and compliant
The chatbot is safe to use, GDPR compliant, hosted in the Netherlands, not affected by the US Cloud Act, and does not train on the data used.
Wishes and solutions
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Customer wish
Digital sovereignty, GDPR-compliant and securely hosted in the Netherlands
SolutionWithin the accountancy industry, careful handling of data is essential. Therefore, the AI chatbot has been developed according to privacy-by-design principles and is fully configured for GDPR compliance. The solution is hosted in the Netherlands, ensuring that sensitive client and financial information remains within the appropriate legal and security frameworks and is not affected by the CLOUD-act. This allows MostEasy to deploy the AI without compromising compliance and confidentiality.
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Customer wish
Smart use and prompting of AI for reliable answers
SolutionTo enable the chatbot to provide consistent and relevant answers, smart configuration has been used. This prevents unnecessary noise or misinterpretations, allowing the AI chatbot to work as efficiently as possible within real processes, including:
- Chain prompts to immediately move through multiple steps
- Prompt improvement by AI to ask the most relevant question
- Prompt library with predefined prompts for immediate use
- Customizable internal and external knowledge sources that the AI can utilize
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Customer wish
Multimodel deployment for flexibility and performance
SolutionThe solution is set up as a multi-model AI platform, allowing different models to be deployed depending on the use case. This makes it possible to manage factors such as accuracy, speed, and cost. Thanks to this flexible architecture, Fenêtre and MostEasy can easily further develop the chatbot in future sprints to expand its functionalities even more.
The solution in action
The customer speaks
“Fenêtre actively participated in the process, improved our wishes and delivered an AI chatbot that we are extremely satisfied with.”
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