AI automation
for accountants.

What can be automated

Follow-up that already runs on rules.

Most chasing follows steps your practice already uses. Work that needs a judgement about a client's position stays with your accountants.

Document requests before lodgement

Send each client the list of what is needed for the period, then keep reminding them until the last item arrives or a staff member steps in.

Signature and engagement reminders

Track who has signed and remind the clients who have not, without someone building the list by hand.

New client onboarding questions

Ask about structure, software, the previous agent and who approves what, and collect the answers before the work starts.

Status updates

Tell clients where their work is up to at the stages you choose, before they need to ring and ask.

Clear limits

Advice, numbers and lodgement stay with your accountants.

Every message goes out under your practice’s name, so the boundaries are agreed before anything is built.

No advice of any kind

Questions about tax or a client's position are passed to an accountant, not answered by the automation.

Nothing lodged or submitted

It requests and collects. What goes on a return and when it is lodged stays with the practice.

Wording approved by the practice

A partner approves every message a client can receive. Anything unexpected stops and waits for a person.

Client data handling agreed first

The systems it can read, where data goes and who has access are agreed in writing before the build.

How it works

One process at a time, starting with the largest.

Writing down how the follow-up works today comes first. Often it depends on one person’s knowledge, including what happens when a client sends only some of the documents.

Map the current process

Write down each chasing job, who does it and what happens in the awkward cases.

Pick the job that costs the most time

For many practices that is the document chase before lodgement, but your own list decides.

Approve the wording and connect it

The practice approves what clients receive. We check how your ledger and practice software can connect, rather than assuming.

Watch it before it runs alone

It runs under supervision for a period first, so your team can review unexpected situations before it runs on its own.

Working with your software

Connect to the software you already use.

Nothing needs to be replaced or migrated. Tools such as Xero and MYOB offer ways to connect to other systems, and we check what your specific accounts and practice management software allow before quoting.

The automations run on accounts in your practice's name, so they keep working if you stop working with us. Ongoing support and any software costs are agreed in the scope.

For the wider picture, see AI for accountants. For calls into the practice, see the AI receptionist for accountants. If you are still deciding where to start, AI strategy covers the order of work. The same approach for other industries is on AI automation for real estate agents, and your website is covered on web design for accountants.

For independent background, the Australian Government explains AI in business and choosing digital tools. You can read more about spareday.