EOFY shouldn't run the whole quarter.
AI built for Aussie accounting + bookkeeping firms — chases client documents, matches the bank rec, drafts BAS, runs payroll prep, answers routine client questions, and keeps a clean audit trail. Less data entry. More advisory.
- ✓ Xero · MYOB · QBO · Karbon
- ✓ BAS / IAS / STP / FBT
- ✓ APP + zero-retention option
- ✓ Live in 2–3 weeks
Q1 BAS prep · 14 clients
Live demo- Acme Pty Ltd Bank rec ✓ · BAS drafted Ready to review
- Bondi Café Group Bank rec ✓ · 3 exceptions Action: code 3 txns
- Cohen & Sons Bank rec running In progress
- Delta Logistics Awaiting March bank statement Chased · 2nd nudge
- Eastside Plumbing Bank rec ✓ · BAS drafted Ready to review
- Fitness 24/7 Awaiting receipts (4 missing) Bot chasing · SMS sent
~45%
of a bookkeeper's week goes to chasing client documents.
3.4h
average per-client BAS prep — most of it data wrangling.
$140/h
the rate your team should be charging — not typing.
The firm bottleneck
Your team spends most of the quarter waiting on clients.
Accounting and bookkeeping firms don't have a process problem. They have a chasing problem. Documents arrive late, get re-keyed, and BAS quarter starts with two weeks lost. AI takes the rote 70% so the team can do the work clients actually pay you for.
Chasing the same docs
Five emails. Two phone calls. The receipts still don't arrive until Friday.
Bank rec scroll-fatigue
Thousands of transactions. Most match. The 4% that don't take 80% of the time.
BAS quarter chaos
Weeks 1–2 lost chasing. Weeks 3–4 a sprint. Quality suffers, team burns out.
Client questions on repeat
"Can I claim my car?" — answered for the 14th time this week.
Scope creep, no scope letters
You quoted a rate. Reality is double the work. No one writes the scope letter.
Onboarding takes forever
New client. Three weeks of "send me the ABN, MyGov, last BAS" emails.
What we automate
Eight practice workflows — handled.
Client document chaser
Knows what each client needs to send this period. Chases on the right cadence with the right tone. SMS + email. 86% return rate vs 40% manual.
Bank rec exception bot
Auto-matches what your rules can match. Sends only genuine exceptions to a human queue with context attached. Scroll-fatigue gone.
BAS / IAS prep + draft
Drafts BAS, IAS, FBT and STP reports from clean data. You review and lodge — keep your tax-agent license, lose the data entry.
Payroll prep bot
Pulls timesheets, leave, allowances, super, awards — drafts the pay run. You sign off in minutes, not hours.
Client portal Q&A
Clients ask "can I claim X?", "where's my refund?", "what receipts do I need?" — answered live with your firm's policy.
Scope letters + engagement
Drafts scope of work + fee proposals from CRM. E-sign. Files to client record. Stops scope-creep at the front door.
New-client onboarding
Captures ABN, TFN, MyGov access, previous BAS, last lodgement. Issues engagement, sets the client up in Xero/MYOB ready to go.
Advisory content + nurture
Tax-time tips, EOFY guides, industry-specific advisory content — drafted in your firm's voice on a monthly cadence.
A typical Monday
Before. After.
Before
BAS week, day 1
- ✕14 clients haven't sent docs. Bookkeeper drafting chase emails.
- ✕2,400 unreconciled transactions across 6 clients.
- ✕4 BAS drafts not started yet.
- ✕"Can I claim my home office?" emails — 8 unanswered.
- ✕Junior staff data-entering at $140/hr work rates.
After
BAS week, day 1
- ✓11 of 14 clients returned docs over the weekend.
- ✓Bank rec done. Only 38 exceptions across all 6 clients.
- ✓9 BAS drafts ready for review by Tuesday EOD.
- ✓Client portal answered routine questions through the weekend.
- ✓Team starts the week on review + advisory work — not data entry.
What it actually moves
Real numbers from real practices.
−62%
time per BAS
86%
client doc return rate (vs 40% manual)
+38%
capacity per FTE without hiring
+22%
advisory revenue (team freed up)
Built for every firm
Tuned to your practice model.
Public accounting (CA/CPA)
Tax, advisory, business services with audit-grade trail.
Bookkeeping practices
High-volume BAS, payroll, bank rec — scale without hiring.
Tax practices
Individual + entity returns, ATO correspondence triage.
SMSF specialists
Annual return prep, trust deeds, contribution caps.
Construction-focused
Progress claims, retentions, contractor TFN management.
Medical / allied health
Medicare reconciliation, service-trust structures.
Hospitality-focused
Daily takings reconciliation, tip allocation, award interpretation.
Transport & logistics
Fuel tax credits, vehicle expenses, contractor management.
Property-focused
Trust accounting, depreciation, capital works schedules.
Manufacturing-focused
COGS reporting, job-cost reconciliation, R&D claims.
Multi-disciplinary firms
Cross-team handoff, single client view, partner reporting.
Cloud-only firms
Fixed-fee delivery models, scaled remote operations.
Works with your stack
Plays nicely with the tools you already use.
"The BAS quarter used to mean two weeks of chasing clients before we could actually do any work. Now we start the quarter with documents already in. Our team finally has time for the advisory work clients actually pay us for."
Frequently asked
Practice questions.
Is the 30-minute discovery call free? +
Yes — completely free, no deck or pitch. We use the 30 minutes to look at where your team is losing chargeable hours to admin and tell you honestly which automation will move the dial fastest.
How much does it cost? +
The 30-minute discovery call is free — no deck, no obligation. After that: audit $3,000–$6,000, build $5,000–$50,000 depending on integrations, and managed retainer $200–$2,000/month.
Does it integrate with Xero / MYOB / QuickBooks? +
Yes. Xero (incl. Practice Manager), MYOB (Business + AccountRight + Advanced), QuickBooks Online, Reckon, Sage, FreshBooks. Karbon, FYI, Suitefiles and Ignition also supported.
How does the bank rec bot handle exceptions? +
It matches what it can automatically using your historic coding rules, then sends only the genuine exceptions to a human review queue with context attached — no more scrolling thousands of transactions.
Can it prep BAS / IAS without human review? +
It prepares — you sign. BAS, IAS, FBT and STP reports are drafted with full workpaper trail. Lodgement always sits with you and your tax-agent license.
Is client data safe and APP-compliant? +
Yes. AU-hosted by default, encrypted in transit + at rest, signed confidentiality + data-handling agreements, optional zero-retention mode for sensitive practices.
Will it replace my bookkeeping team? +
No. It removes the rote 70% (data entry, document chasing, bank-rec matching) so the team focuses on advisory, reviews, and the work clients actually value.
Stop chasing. Start advising.
Book a free 30-min call — we'll show you where to start.
No deck, no pitch. We look at your practice workflow and tell you the highest-ROI automation for your firm.