- Reconciliation and month-end prepared automatically
- Bill capture and coding across client files
- Client email triage and document chasing
- Client reporting with written commentary
- Internal knowledge for firm procedures
Home / Industries / AI automation for accounting and bookkeeping firms
Industry · Accounting & bookkeeping
AI automation for accounting and bookkeeping firms.
Accounting firms are full of skilled people doing unskilled work: chasing client documents, coding transactions and building the same reports every month.
We build AI that collects and sorts client documents, assists with coding and reconciliation and prepares month-end packs, so your team spends time on advice.
Where AI helps firms most
Example
At month-end, the assistant has matched most bank lines across a client file, flagged the unusual ones for review and drafted the commentary for the management report.
Questions people ask.
Does it replace our accountants?
No. It removes repetitive work so your team can do more advisory work with the same headcount.
Can we offer this to our clients?
Yes. Many firms partner with us to offer automation to their clients.
How much does it cost?
Every build is fixed-quoted after we understand your process, so you know the price before we start. You pay for the project, not per seat.
Who owns what you build?
You do. It is built in your own accounts and you own every line of code.
See it in action.
FINANCEMonth-End Close & Reconciliation AutomationOur month-end closer matches bank transactions, flags anything odd for review, chases approvals and prepares…FINANCESupplier Invoice Automation for Xero & MYOBOur invoice automation reads supplier invoices from your inbox and PDFs, checks the ABN against the ATO…OPERATIONS & REPORTINGAutomated Weekly Business ReportingOur Monday report connects your sales, finance and marketing systems, writes a short plain-English summary of…
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Call or email. A person answers.
Tell us what eats your week.
No pitch deck. We'll tell you straight whether it can run itself, what it would take and what it would save. Every build is fixed-quoted and you own every line of it.