AI for bookkeepers.

What it handles

Five tasks that repeat each period.

Automation starts a job on its own: a period closes, so the document list goes out. AI can also read what a client wrote back and prepare a reply in your words for you to approve.

Documents before every BAS

The list goes out on the same day each period, and reminders continue until the last receipt is in.

Unanswered reconciliation queries

Unexplained transactions go to the client as a plain list, with a reminder on each one still open.

New client onboarding

Structure, software, bank feeds and who approves what, asked before the first period.

Monthly client updates

What was reconciled and what is outstanding, assembled without building it by hand.

Payroll and tax reminders

Missing timesheets and super deadlines, followed up on a schedule.

Your software

Connect your ledger, capture and client messages.

Your ledger, receipt capture, practice management and payroll tools each do their own job. Moving information between them, and writing to the client, is usually still done by hand.

Between the ledger and the client

An unexplained transaction needs someone to write to the client about it.

Between capture and review

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

Between the bank feed and the file

A feed drops out or a rule stops matching, and an alert lets you know.

Nothing needs to be replaced. We check what your specific accounts allow before quoting.

How it works

Start with the task that takes the most time.

Every message goes out under your practice’s name, so you approve the wording before anything is built, and each process runs supervised first.

Write down the chasing

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

Choose the first job

Often the BAS document chase, but your own list decides.

Approve the wording and connect it

You sign off every message, and it connects to the software you already run.

Run it supervised, then start the next

A person checks each message at first; the next job starts once the first runs smoothly.

Clear limits

The bookkeeping stays with you.

It does not reconcile, code transactions or give tax advice. It requests, reminds and reports status. Anything needing your judgement is passed to you.

You own what we build. It runs on accounts in your business's name and keeps working if you stop working with us. Ongoing support is agreed in the scope.

If someone in your practice already handles this well, you may not need it, and we will say so. Accountants face the same chase later in the cycle; see AI for accountants. See also AI for mortgage brokers, AI for small business and business process automation.

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