Features Built for the Compliance Grind
Accounts payable, invoice coding, bank rec prep, client chasing, and BAS admin — automated inside Xero, MYOB, and QuickBooks, with your registered agent still holding the pen.
Core Features
Six capabilities that between them cover the bulk of the non-billable processing work sitting inside an Australian accounting or bookkeeping practice.
Accounts Payable Automation
The full supplier invoice lifecycle, from arrival to approval-ready, without a person keying a single line.
- Captures invoices from email, supplier portals, and scanned paper
- Extracts ABN, GST, invoice date, due date, and every line item
- Matches against purchase orders and prior invoices to catch duplicates
- Routes to the right approver using your dollar and category thresholds
Invoice Coding & Processing
Coding suggestions grounded in how your firm has actually treated that supplier before — not a generic industry default.
- Learns your chart of accounts and per-client coding conventions
- Proposes account code, tax rate, and tracking category together
- Shows the reasoning and a confidence indicator on every suggestion
- Records your corrections so the same supplier is right next time
Bank Reconciliation Prep
Turns a wall of unreconciled transactions into a short, explained review list your bookkeeper can clear quickly.
- Pre-matches bank lines against bills, invoices, and recurring patterns
- Flags unusual amounts, new payees, and out-of-pattern timing
- Groups related transactions so batch payments reconcile as one review
- Leaves the final match to a human on anything below your confidence bar
Client Chasing & Queries
The follow-up work that quietly eats a week of client-manager time, handled on a schedule you set and in the tone your firm uses.
- Chases missing receipts, statements, and source documents automatically
- Asks coding questions in plain English, not accounting jargon
- Files replies and attachments back against the right client and period
- Escalates to a human when a client goes quiet or the answer is ambiguous
BAS Prep Admin
Everything that happens before a lodgement, prepared and packaged. The lodgement itself stays with your registered agent.
- Assembles the document trail for the quarter in one reviewable file
- Flags inconsistent GST treatment across similar transactions
- Highlights unreconciled items and gaps that would hold up a lodgement
- Hands your BAS agent a prepared file to review, never a decision to accept
Ledger & Document Integrations
Connects to the systems you already run, using the standard authorisation flow from each provider. No migration, no parallel ledger.
- Direct connections to Xero, MYOB, and QuickBooks
- Works alongside Dext, Hubdoc, and similar document capture tools
- Can take over the email-to-ledger document flow outright
- Read-only mode available so you can watch before it writes anything
AI vs the Alternatives
Most firms carrying too much processing work choose between hiring, offshoring, or absorbing it. Here is how automation compares on the things that actually matter in a practice.
| Feature | AI for Accountants | Manual Processing | Offshore Bookkeeping |
|---|---|---|---|
| Processing Window | 24/7 | Business hours | Their time zone |
| Scales in BAS Peak | |||
| Learns Your Coding Conventions | |||
| Duplicate Invoice Detection | |||
| Explains Every Suggestion | |||
| Client Data Stays With Your Firm | |||
| Onboarding Time | Days | n/a | Weeks |
| Registered Agent Signs Off |
A general comparison of delivery models, not a claim about any specific provider. Every model still requires a TPB-registered agent to review and lodge.
Practice-Grade Controls
The features that decide whether a partner will actually let AI near a client ledger: control, explainability, and a clear audit trail behind every suggestion.
Guardrails You Control
Dollar thresholds, new-supplier rules, unusual GST treatment, and per-client overrides. Nothing is auto-posted unless your firm explicitly opts that category in.
Explainable Suggestions
Every coding proposal shows its confidence and the evidence behind it — the matching prior invoice, the supplier history, the rule that fired. Your reviewer sees why, not just what.
Approval Workflows
Multi-step approval chains that mirror how your practice already works. Route by client, by dollar value, by category, or straight to a partner for anything unusual.
Practice Dashboards
See processing volumes, exception rates, and where documents are stuck by client and by period. Useful in a BAS crunch, and useful when scoping capacity for next quarter.
Multi-Client Structure
Built for a practice, not a single business. Separate client files, separate ledger connections, separate rules — with practice-wide visibility for whoever is managing the workflow.
Privacy Act 1988 Aligned
Client data is handled under the Australian Privacy Act 1988 and the Australian Privacy Principles, encrypted in transit and at rest, and never used to train models for other customers.
Go Deeper
Detailed walkthroughs of the three areas firms ask about most.
Accounts Payable Automation
How supplier invoices get captured, matched, coded, and routed for approval end to end.
Read MoreAI Bookkeeping
What changes day to day when the coding and reconciliation grind is automated.
Read MoreAI Invoice Processing
Extraction accuracy, confidence scoring, and how corrections feed back into the model.
Read MoreSee It On Your Own Ledger
Book a walkthrough and we will show you the coding suggestions against a real chart of accounts — in read-only mode, so nothing touches your data until you say so.