Accounting & Bookkeeping

Free your team from chasing documents and re-keying data.

We automate the repetitive parts of running an accounting practice: onboarding, document collection, BAS prep, and client reporting, so your accountants spend their time advising, not chasing.

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Where accounting & bookkeeping businesses lose hours every week

Manually emailing clients for missing receipts and statements.

Re-keying numbers between Xero, MYOB, and Excel.

New-client onboarding taking 2+ hours of admin per client.

BAS chasing every quarter for the same handful of slow clients.

Compliance filing deadlines snuck up because nothing alerted you.

Engagement letters and ID checks done manually.

What we automate for accounting & bookkeeping

Automated Client Onboarding

New clients self-serve through a guided flow: ID check, engagement letter, ABN/TFN capture, Xero/MYOB invitation, and folder setup, all without your team touching it.

Document Chasing on Autopilot

Outstanding documents get polite, branded reminders on a schedule you set: daily, weekly, or 7/14/21-day cadence. Stops the manual nudging.

Xero ↔ Practice Software Sync

Two-way sync between Xero, MYOB, FYI Docs, Karbon, and your CRM so client data, jobs, and tasks stay aligned without manual updates.

BAS, IAS & Client Reporting

Pre-built BAS prep checklists trigger automatically each quarter. Monthly management reports generate themselves and land in the client's inbox on the 5th.

What this looks like in numbers

2 hrs

Saved per new-client onboarding (typically 3 hrs to under 1 hr).

15+ hrs/wk

Reclaimed across a 5-person practice from auto-chasing alone.

0 missed

BAS deadlines once chase workflows are running.

Accounting & Bookkeeping automation: common questions

Keep exploring

Custom AI Agents →Workflow Automation →Real Estate & Property →Healthcare →

Ready to stop doing the manual work?

Book a free 30-minute audit. We'll map your top 3 automation opportunities and what they're worth in time and dollars.