Automate the Admin,
Keep the Advice
AI that handles accounts payable, invoice coding, bank rec prep, and client chasing inside Xero, MYOB, and QuickBooks — so your people spend their week on advisory work, not data entry.
Where the Hours Go
The Admin Your Firm Cannot Bill For
Processing invoices, chasing receipts, and prepping reconciliations is necessary work that clients will not pay a premium for. That is exactly the work AI should be doing.
Accounts Payable Automation
Supplier invoices arrive by email, portal, or paper and get read, matched to purchase orders, and queued for approval. Your team approves the exceptions instead of keying every line.
Invoice Coding & Processing
AI reads the invoice, extracts ABN, GST, dates, and line items, then proposes an account code and tax rate based on how your firm has coded that supplier before. You confirm or correct.
Bank Reconciliation Prep
Unreconciled bank lines are pre-matched against bills, invoices, and recurring patterns, with the awkward ones flagged and explained. Your bookkeeper reviews a shortlist, not a wall of transactions.
Client Chasing & Queries
Missing receipts, unanswered coding questions, and outstanding source documents get chased automatically on a schedule you set, with the replies filed back against the right client and period.
BAS Prep Admin
The grind before lodgement — chasing documents, flagging unusual GST treatment, checking coding consistency across the quarter — is prepared and packaged. The review and lodgement stay with your BAS or tax agent.
Works With Your Document Flow
Sits alongside the Dext and Hubdoc-style capture tools you already run, or replaces the manual email-to-inbox shuffle entirely. No migration off your ledger, no new client-facing system to explain.
Where the Line Sits
AI Assists. Your Agent Decides.
We are deliberate about this, because your registration and your professional indemnity depend on it.
What the AI does
- Reads and extracts data from invoices and source documents
- Proposes account codes and GST treatment based on your history
- Pre-matches bank lines and flags the exceptions
- Chases clients for missing documents and unanswered queries
- Assembles the working papers and admin ahead of a BAS period
What the AI never does
- ×Lodge a BAS, IAS, or tax return with the ATO
- ×Sign off on a set of accounts or a reconciliation
- ×Give tax advice or exercise professional judgement
- ×Replace a TPB-registered tax or BAS agent
- ×Make a call it is not confident about without flagging it
Compliance, review, and lodgement stay where they belong — with the human agent whose registration is on the line. The AI hands you a prepared file, not a decision.
How It Works
From Ledger Connection to Exception Review
You start in review-only mode and widen the AI’s remit as it earns your trust, client by client and category by category.
Connect Your Ledger
Authorise Xero, MYOB, or QuickBooks through their standard connection flow. Read-only to start, so you can watch it work before it writes anything.
Learn Your Coding
The AI reviews how your firm has historically coded each supplier and client, so its suggestions match your chart of accounts and your conventions — not a generic template.
Set the Guardrails
You decide what is auto-posted, what needs a second set of eyes, and what always escalates to a partner. Dollar thresholds, new suppliers, and unusual GST all get their own rules.
Review the Exceptions
Your team stops processing and starts reviewing. Everything the AI is confident about is queued and ready; everything it is not is flagged with the reason why.
The Point of All This
Move Your Team Up the Value Chain
Every firm we speak to says the same thing: they want to do more advisory work and less processing, but the processing never stops. Automation is the only way that maths works — you cannot hire your way into advisory capacity when compliance volume keeps rising.
- Bookkeepers stop keying invoices and start reviewing coding logic
- Client managers spend chase-up hours on advisory conversations instead
- Partners get a consistent, documented trail behind every coding decision
- Capacity in peak BAS weeks comes from automation, not overtime
Estimate the Admin Cost
A rough guide only — set the weekly admin hours your team spends on processing and chasing, and the loaded hourly rate you carry. Actual results depend on your client mix, ledger hygiene, and how much you choose to automate.
Fits Your Stack
Works Inside the Ledger You Already Use
No migration, no parallel system, no retraining your clients. The AI connects to your ledger and your document flow and works where your team already works.
Xero
Bills, invoices, bank feeds, chart of accounts, and tracking categories.
MYOB
Purchases, sales, banking, and job coding across AccountRight and Business.
QuickBooks
Bills, expenses, banking, and class or location coding.
Document Capture
Sits alongside Dext, Hubdoc and similar capture tools — or replaces the manual email flow.
Give Your Team Back
Their Billable Week
Book a walkthrough with our team. We will map the admin your firm is carrying today and show you exactly which parts AI can take off your plate — and which parts it should not.
No ledger migration · No lock-in contracts · Your registered agent stays in control