More client capacity. Not more headcount.
A managed AI automation that takes the manual grind out of an accounting practice — onboarding, chasing documents, keying data, prepping reconciliations and drafting reports — so your qualified people spend their day on the work clients actually pay for. Built compliance-aware, wired into Xero, MYOB and the tools you already run.
- Chases missing client documents automatically until they land
- Keys figures off bills, statements and receipts into the ledger
- Preps reconciliations and management reports for review
- Keeps judgement calls and sign-off with your team
Your best people are doing your cheapest work.
The bottleneck in most practices isn’t advice — it’s everything that has to happen before anyone can give it. Someone emails the client for the missing bank statement, then emails again, then a third time. Someone types last month’s bills into the ledger. Someone re-keys a new client’s details across three systems during onboarding. None of it is hard. All of it takes hours, and most of it is done by people who cost too much to be doing it.
Then BAS quarter or year-end hits and the pile triples. The team works late, the review gets rushed, and the practice quietly caps how many clients it can take on — not because the advisers are full, but because the admin around each client won’t scale.
What the manual grind costs
- Qualified staff spending mornings on data entry and chasing
- Onboarding that drags for weeks over missing paperwork
- The same "still waiting on your records" email, sent again
- BAS and 30 June turning into overtime and rushed review
- Client numbers capped by admin load, not advisory capacity
The manual work handled — the judgement kept human.
We build an AI layer across the systems you already run and point it at the jobs that eat junior time. It prepares, chases, keys and drafts. Your team reviews and signs off. Nothing that needs a qualified opinion gets automated away.
Client onboarding
A new client says yes and the automation runs the setup: sends the engagement pack and checklist, collects ABN, TFN, bank and software access, sets them up in your practice management and Xero/MYOB, and creates the job — without your team re-keying the same details into four places. Onboarding stops being a fortnight of back-and-forth.
Document collection & chasing
Outstanding records get requested, then followed up on a schedule you set, in plain language — and the reminders stop the instant the client uploads. It knows what’s still missing for each job, so nobody has to keep a mental list of who owes what, and BAS season stops running on manual nudges.
Data entry & document processing
Bills, receipts, bank and supplier statements are read, the figures extracted, and transactions created in the ledger ready for a coded review — no manual typing, no copy-paste between a PDF and Xero. Low-confidence items are flagged for a person rather than guessed at, so the review is quick and the source is always attached.
Reconciliation prep & reporting
The automation does the first pass — matching transactions, surfacing the unmatched and unusual, and assembling the month-end or management report from live ledger data into your template. Your accountant opens a report that’s already built and a reconciliation that’s already sorted, and spends the time on the exceptions that need judgement.
It plugs into the ledger and the tools you already run.
Connect securely
We connect to Xero, MYOB or QuickBooks, your document portal (FYI, Karbon, SuiteFiles, SharePoint), your practice management and your email using scoped access — only the permissions the workflow genuinely needs, with credentials held in a secrets manager. No migrations, no switching software, no client having to change how they send you things.
Map your real process
On the scoping call we walk through how your practice actually works — your onboarding checklist, your chasing cadence, how you code, what your month-end report looks like, where sign-off sits. That becomes the logic the automation follows, in your workflow, not a generic accounting template.
Test, then run it for you
Before it touches a live ledger we run it against your real files alongside your current process so you can see it collecting, keying and prepping correctly. You sign off, it goes live, and we keep it running as a managed service — fixing it when a bank feed, a portal or an API changes, which is the only reason the time savings actually last.
Built for the jobs that pile up before advice can start.
If a task is repetitive, rules-driven and currently done by a person copying between systems, it’s a candidate. It’s the same managed build underneath — we just point it at where your practice loses the most hours.
Building it once is easy. Keeping it working through BAS is the hard part.
Reads documents like a person
Bank statements, bills and receipts come in every layout imaginable. The AI actually reads them rather than matching a fixed template, so it copes with the real mess of a practice’s inbox — and flags anything it’s unsure about for a human instead of quietly getting it wrong.
Wired across your stack
The value isn’t one tool — it’s the handoffs. We connect the ledger, the portal, practice management and email so a document becomes a coded, reviewed, filed record, not just an entry in one system that someone still has to carry into the next.
Owned and maintained
Bank feeds break, portals update, logins expire, and it always seems to happen at quarter-end. Because we run it as a managed service we catch failures early and fix them. If you’d rather compare doing it in-house, our managed vs DIY comparison lays it out honestly.
Questions accountants ask us
Will AI automation make decisions that should be a qualified accountant’s call?
No. We draw a clear line between the mechanical work and the professional judgement. The automation handles collecting documents, chasing the ones that are late, keying figures, matching transactions and drafting the routine client email. Coding a grey-area expense, signing off a reconciliation, giving tax advice or lodging anything stays with your team. The AI prepares and presents; a person reviews and decides.
How does it handle client data and confidentiality?
Access is scoped to only the systems and folders the workflow needs, credentials are held in a secrets manager rather than sitting in a script, and we document exactly what data is touched and where it moves before anything goes live. We work to your practice’s privacy obligations and can keep processing inside the tools you already trust — nothing is shipped off to a place you can’t point to.
Does it work with Xero, MYOB and QuickBooks, or do we have to switch software?
It works with what you already run. We connect to Xero, MYOB, QuickBooks Online, your document portal (FYI, Karbon, SuiteFiles, SharePoint), your practice management and your email, then wire them together. Nobody changes ledgers or migrates data — the automation sits across the tools you already use and moves work between them.
What actually gets automated first?
Usually the two jobs that eat the most junior time: chasing outstanding client documents and getting source data into the ledger. Missing-record reminders that stop the moment a client uploads, and pulling figures off bills, statements and receipts into coded transactions for review, are the fastest wins. From there we move into onboarding, reconciliation prep and management-report drafting.
We get a huge spike at BAS and year-end. Does this help then?
That’s exactly when it earns its keep. The document-chasing, data entry and first-pass reconciliation prep that pile up at BAS quarters and 30 June don’t scale with a fixed team — so they blow out. Automating them means the crunch stops meaning overtime and rushed work; your people spend the busy period reviewing and advising instead of typing and re-typing.
How long until it’s running, and do we need a bookkeeper who codes?
Most first automations are live within two to three weeks of the scoping call, and no — you don’t need anyone technical. We design, build, test it against your real files and run it as a managed service, fixing it when a portal or an API changes. Your team just gets cleaner work landing in front of them.
Tell us where your practice loses the most hours.
A free 30-minute scoping call. Describe the job that eats your team’s week — onboarding, chasing, data entry, month-end — and we’ll tell you straight what an AI automation would take off their plate, and roughly what it would give back at BAS time.