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Automation for accounting practices: more advice, less admin.

We automate the data pulling, document chasing and meeting admin around your client work, connected to Xero, MYOB and your practice management system, with your accountants reviewing every figure.

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Sound familiar?

Where the time goes

  • Client data exported and re-keyed before every meeting
  • Tax-time document requests chased by email
  • Variance and summary reports built by hand
  • Meeting notes typed up after the fact
Use cases

What we automate

Each use case shows the workflow it runs, from trigger to result. Yours is scoped to your systems during discovery.

Client data from Xero & MYOBClient figures pulled into one place before every meeting or report.
  1. Client meeting or report scheduled
  2. Figures pulled from the client's Xero or MYOB file
  3. Combined into your Excel or reporting template
  4. Saved to the client file, ready to review
Variance calculations & summariesPeriod-on-period and budget differences worked out and explained.
  1. Period closes
  2. Actuals compared with last period and budget
  3. Differences over your thresholds flagged
  4. Plain-English summary drafted
  5. Accountant reviews before it's sent
Client document requestsTax-time and year-end paperwork requested and chased for you.
  1. Job created: tax return, BAS or year-end
  2. Checklist of required documents sent to the client
  3. Reminders until everything is uploaded
  4. Documents filed to the client
  5. Job marked ready to start
AI meeting notes & summariesClient meetings turned into notes and action items.
  1. Client meeting recorded with consent
  2. Transcript and draft notes produced
  3. Action items and deadlines pulled out
  4. Accountant reviews and edits
  5. Saved to the client record, with tasks created
Client onboarding & engagement lettersNew clients set up once, across every system.
  1. New client accepted
  2. Engagement letter generated and sent for e-signature
  3. Client set up in practice management and Xero or MYOB
  4. Onboarding forms requested
  5. Welcome email sent
Lodgement due-date remindersClients asked for information well before each deadline.
  1. Due dates loaded for each client
  2. Clients reminded to send information
  3. Staff alerted ahead of each deadline
  4. Status tracked until the job is done
Software

Systems we connect

XeroMYOBXero Practice ManagerFYIKarbonExcelMicrosoft 365

We work with what you already use and confirm what's possible for your setup during discovery.

Care & compliance

Designed for your obligations

Figures are prepared, not lodged. Your registered tax or BAS agent reviews and lodges everything, and client data stays in your own systems.

How we work →
FAQs

Common questions

Do you lodge returns or BAS?

No. We automate data gathering, preparation and reminders. Lodgement stays with your registered tax or BAS agent.

Is an AI note taker safe for client meetings?

Meetings are recorded only with consent, notes are reviewed by the accountant before they're saved, and we use services that don't train on your data.

Related services
Accounting Automation→Documents & Data→AI Automation→
Related guides
Accounting client management software→MYOB vs Xero vs QuickBooks→
Next step

Your systems, working as one.

Start with a free consultation. If there's a clear first workflow, we can prove it in 14 days.

Book a Free Consultation →Our Process