AI for accountants.

What it does

Two kinds of help, both around the file.

Automation is a job that starts on its own: a client signs, so the document list goes out. AI adds the ability to read what a client wrote back and prepare a reply in your practice's words, for staff to approve or send within agreed limits.

Document requests and reminders

The list goes out when the engagement is signed, and reminders continue until the last item arrives.

Onboarding questions

Structure, prior year lodgement, ABN, bank details and registered address, asked and checked before the first appointment.

Status updates

A message when the return is lodged and another when it has been processed, so fewer clients ring to ask.

Deadline reminders

Clients affected by each lodgement date hear about it in advance, without anyone building the list first.

Your software

Connect the systems you already use.

Your ledger, practice management, document capture and engagement letters each do their own job. Moving information from one to the next is what a person still does by hand, and that is usually where the time goes.

Between the ledger and the client

A bank feed query or missing source document gets chased one client at a time.

Between the job and the file

A signed declaration comes back by email and someone saves it to the right folder.

Between capture and review

Receipts are captured automatically, and someone still checks the ones the software could not read.

Between the engagement letter and the work

Someone checks who has not signed before anything can start.

Nothing here asks you to change systems. We check what your specific accounts allow before quoting. A bookkeeping practice meets the same gaps earlier, at reconciliation; see AI for bookkeepers.

How it works

Start with the task that takes the most time.

Every message goes out under your practice's name, so the wording is approved before anything is built, and each process runs under supervision before it runs alone.

Write down the chasing

What goes out, when, to whom, and what happens when a client sends only half of it.

Choose the first job

Put a rough cost beside each one. Document chasing before lodgement is often the largest, but your list decides.

Approve the wording and connect it

You sign off every client message. It connects to the software you already run; nothing is replaced or migrated.

Run it watched, then start the next

A person approves each message during a supervised period. The next job starts once the first is running smoothly.

Clear limits

The accounting stays with your accountants.

It makes no professional judgements and decides nothing about how a provision applies to a client. Anything needing an accountant's opinion is flagged and passed to you, not answered. The same line applies in a law firm; see AI for lawyers.

It will report status and request paperwork. It will not tell a client what their outcome is. Client financial data is handled in line with the privacy obligations that apply to your practice, on accounts you control, and how it is handled is agreed in writing before the build. Every run is logged so you can see what it did.

Before you choose a provider

Ask who owns what is built.

You own what we build. It runs on accounts in your practice's name and keeps working if you stop working with us. Ongoing support, as the software around it changes, is agreed separately in the scope.

Whoever you use, ask where it runs, whose accounts it uses, what happens to client data and who finds out when something upstream changes and a job stops. This work can also be done in house, and many practices do it well.

The specific services are AI automation for accountants and the AI receptionist for accountants. For businesses generally, see AI for small business and business process automation; for your website, web design for accountants.

For independent background, the Australian Government explains AI in business and choosing digital tools.